WEALTH MANAGER

Job Description: You, the successful candidate, will be responsible, yet not limited to the following duties: Responsible for the business development for all the companys products Building HNI / UHNI / institutional investors for the firm in the respective markets, through own book and network Coordinating with the various administrative and back-office...

Job Role SummaryWe are seeking a talented Wealth Creation Specialist to join our team at FirstRand Bank Limited. As a key member of our Private Banking department, you will be responsible for delivering exceptional experience and education to our Private Banking clients on basic wealth creation and accumulation.Key ResponsibilitiesDeliver exceptional...

Job Description: Paraplanner Role Overview: - Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. - Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilities: - Collaborates closely with Wealth Advisers to provide ongoing feedback to clients. -...

Are you a seasoned risk management professional with a wealth of experience in credit risk within the Banking industry? My client is seeking a Chief Risk Officer to lead their risk management efforts and ensure alignment with international standards while driving profitability. Role Overview: As the Chief Risk Officer, reporting to the Group Managing...

Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organizations service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting...

Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organization''s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting...

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

Advisory Partner Empowering Clients Through Strategic Financial Planning and Wealth Management The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of...

Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose of the Job: The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual...

Business 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 offers the following: Telephony services, i.e. internet, email, telephone,...

We are committed to diversity and inclusion when recruiting internally and externally. Preference will be given to employment equity candidates Description of the role  To retain and maintain strong relationships with an existing base of clients that fall within the Medical (Public  Sector) space. The role will also entail pro-actively cross...

Momentum, a renowned financial services provider since 1966, is committed to wealth creation and preservation. Our innovative culture and entrepreneurial spirit set us apart in the market.Job DescriptionWe are seeking an experienced Retail Development Consultant to craft meaningful partnerships with Independent Financial Advisers (IFAs). The ideal candidate...

Unlock Your Potential in Private BankingWe are seeking a highly skilled Private Client Advisor to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.About the Role:You will increase vertical sales...

Job OverviewMomentum, a leading financial services provider, is seeking a talented Retail Development Consultant to join its team. This role offers an exciting opportunity to craft meaningful partnerships with Independent Financial Advisors (IFAs) and drive business growth.About MomentumAs a dynamic and innovative company, Momentum has been a trusted partner...

Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: ...

We are looking for self-driven, entrepreneurial-thinking Financial Advisors to join our growing team as we extend our global presence. Submit your contact details, if you are an experienced IFA who wants to maximise your income and skill set while ensuring you have a worldwide support and training platform, along with market-leading goods and...

Description Hello future Private Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who...

Full job description Job Title: Insurance Sales Agent Location: South Africa Nation Wide Reports to: Senior Financial Advisor/Branch Manager Job Summary: The Financial Advisor will be responsible for providing clients with expert financial advice and tailored financial solutions. The role involves assessing clients' financial needs, goals, and risk...

Closing Date2023/03/20Reference NumberMMH230307-12Job TitleRetail Development Consultant (Durban)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / CityDurbanIntroduction Momentum, a financial services provider of choice...