Snr Financial Advisor
2 weeks ago
Snr Financial Advisor - Durban
Growing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planning and Investments.
Main Responsibilities
- Generate business and build a strong book of clients.
- Provide sound advice on Investments, Life Insurance, Wealth and Fiduciary.
- Acquire new clients and provide comprehensive wealth planning services to clients.
- Manage a portfolio of High-Net-Worth clients in KZN.
- Manage pipeline to acquire and retain clients.
- Provide outstanding service to new and existing clients.
- Proactively review clients changing needs and financial circumstances.
- Key role to build the profile of the Wealth business in the region.
Qualifications and Experience:
- Degree. CFP an advantage.
- Proven track record in Financial Planning, Investments, Wealth Mgt etc.
- Well-connected in KZN.
Should you be interested in this exciting opportunity:
- Please submit your CV online.
-
-
Snr Financial Advisor
2 weeks ago
Durban, South Africa Set Consulting Full timeSnr Financial Advisor - DurbanGrowing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planning and Investments.Main ResponsibilitiesGenerate business and build a strong book of clients.Provide...
-
Snr Financial Advisor
2 weeks ago
Durban, South Africa Set Consulting Full timeSnr Financial Advisor - Durban Growing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planning and Investments. Main Responsibilities Generate business and build a strong book of clients....
-
Finacial Advisor
4 months ago
Durban, South Africa GDS Financial Advisor Services Full timeWe are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...
-
Properties Engineer
1 month ago
Durban, South Africa Snr Full timeOur client, a national manufacturing company, which is part of a larger Group listed on the JSE, seeks your Properties Engineering experience to: Lead, organise, monitor and control Properties related projects. Manage on behalf of the landlord all the company owned properties. Lead and explore green technologies related to utilities and utilities...
-
Financial Advisor
4 months ago
Durban, South Africa Attooh! Stride Full timeJoin Our Team as a Financial Advisor at Attooh! Stride Are you a driven and experienced financial advisor seeking a dynamic opportunity? We're looking for talented individuals like you to join our team. As a remote Financial Advisor, you'll have the flexibility to work from anywhere while enjoying the support and resources needed to excel in your...
-
Senior Financial Consultant
2 weeks ago
Durban, KwaZulu-Natal, South Africa Set Consulting Full timeSnr Financial Advisor - DurbanSet Consulting is seeking a driven individual to fill a pivotal role in acquiring new clients and managing a portfolio in KZN. The successful candidate will utilize their expertise and network to build a book of Wealth clients, providing sound advice on Financial Planning and Investments.Main ResponsibilitiesDevelop business and...
-
Financial Advisor
4 months ago
Durban, South Africa Micah Govender Developments Full timeWe have an exciting opportunity for experienced life and investment Sales advisors in KZN Job description: Serves as an advisor to provide an advice-based approach to financial solutions Actively solicits new and existing investments and insurance solutions Based on individualized needs analysis, prepares recommendations for customized financial solutions...
-
Financial Services Representative
4 weeks ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJoin Our Team as a Financial Advisor/Insurance Broker/SalespersonWe are seeking a highly motivated and experienced Financial Advisor/Insurance Broker/Salesperson to join our team at Financial Advisors HR. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to our clients.About the...
-
Financial Advisor
5 months ago
Durban, South Africa Hollard Life Insurance Full time**ATT: Long-Term Financial Advisors - Unleash Your Potential with Us** Are you a high-performing Financial Advisor seeking a rewarding opportunity to make your mark in the industry? Perhaps you're feeling underappreciated in your current role that doesn't provide the income that your talent deserves. Look no further - we're searching for driven...
-
Financial Advisor
5 months ago
Durban, South Africa SureX Full time**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...
-
Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa Liberty Full timeUnlock Your Potential as a Financial AdvisorAt Liberty, we're seeking talented finance graduates to join our team as Financial Advisors. This exciting opportunity will allow you to develop your skills and expertise in financial planning, wealth management, and relationship building.Key Responsibilities:Conduct financial needs analysis and provide tailored...
-
Financial Advisor
3 days ago
Durban, South Africa Jobted ZA C2 Full timeJob Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...
-
Financial Advisor
5 months ago
Durban, South Africa Micah Govender Developments Full timeBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in...
-
Financial Advisor
4 weeks ago
Durban, South Africa Adzuna ZA B C2 Full timeBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...
-
Financial Advisor
4 weeks ago
Durban, South Africa Micah Govender Developments Full timeBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...
-
Financial Regulatory Advisor
4 weeks ago
Durban, KwaZulu-Natal, South Africa beBee Professionals Full timeFinancial Legal Advisor RoleWe are seeking a highly skilled Financial Legal Advisor to provide expert guidance on financial matters, including banking, investments, taxation, and corporate finance.Key Responsibilities:Provide legal advice on financial regulations and complianceAssist in financial planning and strategy developmentCollaborate with...
-
Financial Advisor
3 weeks ago
Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full timeJob Title: Senior Financial AdvisorOur client, a leading Private Bank and Wealth Manager, is seeking a Senior Financial Advisor to provide financial advice to High-Net-Worth clients. The ideal candidate will have a strong understanding of financial planning processes and be able to develop and maintain close relationships with clients.Key...
-
Financial Advisor
5 months ago
Durban, South Africa SureX Full timeSkyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...
-
Financial Advisor
1 month ago
Durban, KwaZulu-Natal, South Africa Liberty Full timeWe are seeking a talented and ambitious individual to join our team as a Financial Advisor. As a key member of our Liberty team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct financial needs analysis and...
-
Financial Regulatory Advisor
3 weeks ago
Durban, KwaZulu-Natal, South Africa beBee Professionals Full timeFinancial Legal Advisor RolebeBee Professionals is seeking a highly skilled Financial Legal Advisor to contribute to our team in Durban.The successful candidate will be responsible for providing expert legal guidance on financial matters, encompassing banking, investments, taxation, and corporate finance.Key qualifications include a degree in Law and a...