Wealth Consultant

Company DescriptionWe at Sanlam Berghshire Wealth believe in empowering individuals with financial confidence, a quality we call The F Factor. Our mission is to help people unlock their financial confidence with tailored financial plans and expert advice. Our team is dedicated to providing support and guidance.Role DescriptionThis is a full-time on-site role...

Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (KwaZulu- Natal) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityPietermaritzburg and Durban IntroductionMomentum, a...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer As an applicant, please...

Closing Date2025/12/19 Reference NumberMMH Job TitleTalent Pool: Retail Business Consultant (Durban) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityDurban IntroductionMomentum, a financial services provider...

IntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role PurposeThe...

Location: Pinetown, Kloof, Hillcrest area, KwaZulu-NatalAbout the RoleJoin Fairbairn Consult Financial Planning as a salaried financial planner, taking over an established client book focused on wealth management, employee benefits, risk, and some medical aid and short-term insurance. Deliver holistic financial advice aligned with clients' lifestyle goals,...

DescriptionABOUT THE COMPANY1Life is the holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. We're pioneers with a hunger for best, bringing customer-focused innovation and service...

DescriptionRESPONSIBILITIESCustomer Relationships DevelopmentMake calls by telephone to allocated customers to develop new relationships or either as a first point of contact.Customer Needs ClarificationSet clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate...

Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Regional Manager (KZN & EC) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityDurban, PMB, & Port Elizabeth IntroductionMomentum, a...

Risk Consultant Job Requisition - Closing Date - 23 September 2025 Location - KZN Cluster - Nedbank Wealth - Division - Nedbank Insurance Preference will be given to applicants from Underrepresented Groups Job Family Sales And Services Leadership Pipeline Manage Self : Technical FAIS Affected FAIS Affected - Yes Job Purpose To attain new and expand existing...

Risk Consultant Job Requisition - Closing Date - 23 September 2025 Location - KZN Cluster - Nedbank Wealth - Division - Nedbank Insurance Preference will be given to applicants from Underrepresented Groups Job Family Sales And Services Leadership Pipeline Manage Self : Technical FAIS Affected FAIS Affected - Yes Job Purpose To attain new and expand existing...

Overview We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’...

Talent Pool: Investment Consultant (KwaZulu – Natal) Momentum, a financial services provider of choice since , known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and...

A leading financial services provider is seeking a Retail Business Consultant in Durban to enhance partnerships with IFAs and drive sales. Candidates should possess a 3-year BCom degree and 1-3 years of sales experience. Strong business acumen and communication skills are essential for building lasting relationships. This full-time position requires a...

Role Purpose The Investment Consultant crafts passionate, self‑starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client...

Role Purpose: The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC / IFA business relationship will be strengthened by client...

Overview Role Purpose: The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

Branch Consultant/Financial Advisor - Kwa Mashu Apply for the Branch Consultant/Financial Advisor - Kwa Mashu role at Sanlam . Company Overview Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. SDM offers a range of...