WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 46,000 employees serving more than 140 countries and markets. At WTW there are two segments, Health, Wealth & Career and Risk & Broking. Our segments develop and deliver world-class risk and consulting solutions t...
Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.Responsibi...
Financial Advisor x12 Exciting Opportunity Alert! Are you ready to join a dynamic team , the powerhouse behind South Africa's leading financial service providers? We're on the lookout for a vibrant Financial Advisor to join our team! We're not just a holding company we're a team of innovators, pioneers, and forward-thinkers who are dedicated to bringing customer-focused innovation and service exc...
Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years experience as a Client Wealth Manager, Financial Advisor or Planne...
To find out more, click Apply or head on over to Crayon to review the full spec and apply? you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company s goals and objectives as well as your own. You will provide bespoke financial advice to local and internati...
Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities:Develop and maintain...
Position: Discovery Financial Advisor Location: NationalAluma Capital strives to be South-Africa s leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including long-term insurance and retirement annuity products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for sell...
Our company based in Lynnwood; Pretoria is looking for Financial Advisors who will be tied to selling Discovery Products. A specialist with extensive knowledge in how to sell and build new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate must have an unsatiable hunger to write his/her own cheque and will be innovative in finding new wa...
Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for selling the Company s fin...
Introducing the Ultimate Wealth Management / Financial Adviser Opportunity Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep reading because this opportunity might just be your next big step!Our Client believes in the power of seamless client engagement...
We are looking for an experienced Financial Crime Risk Manager to work for one of our clients within the banking space (wealth division), tJob Purpose? To provide relevant financial crime risk management services and consultingto stakeholders and clients, ensuring compliance with the relevant financialcrime rules and regulations and risk management frameworks and bestpracticeJob Responsibilities ...
The following education, experience and and langauge skills: B.Com-degree or Post Graduate Diploma in Financial Planning; FAIS Accredited (NQF Level 7 or higher); RE5; CFP; At least 7 years experience in the Employee Benefits industry in a consultancy role; Excellent writing skills; Verbal and written communication in English and Afrikaans, at all levels; will enable you to: Duties: Financial: Ma...
The following education, experience and and langauge skills: B-degree or Post Graduate Diploma in Financial Planning; FAIS Accredited (NQF Level 7 or higher); RE5; CFP; At least 7 years experience in the Employee Benefits industry in a consultancy role; Excellent writing skills; Verbal and written communication in English and Afrikaans, at all levels; will enable you to: Duties: Financial: Mainta...
Location: East Rand, Nelspruit, Durban, Western-Cape, GautengWe are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities:Develop and maintain...
If you are an experienced Financial Crime Risk / AML / Regulatory Risk candidate, that is looking for a more Senior role within the banking space (wealth division), then hit apply!!!Our banking client is one of the TOP Banks in S.A., they have a 12-month contract opportunity available in Johannesburg. Stakeholder and client liaison Driving the compliance of the financial crime regulations and ris...
Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties: Assisting Financial Planners in all their administrative tasks Research product information Prepare financial planning and investment proposals Handle and so...
Job Description A bank in Johannesburg is looking for Private wealth advisors.Requirements:Qualification - Certified Financial Planner (CFP) or in process Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment Additional Knowledge - Full understanding of money management principles or
Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on Wealth management and advice processes an...
The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will be responsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills. Responsibilities: Ga...
Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years' experience as a Client Wealth Manager, Financial Advisor or Plann...
Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years experience as a Client Wealth Manager, Financial Advisor or P...
The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will be responsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills. Responsibilities: Ga...
These jobs were popular with other job seekers This consultancy that offers Life- and Investments Products for a well know Financial Corporate is looking for energetic Sales Advisors that can work independently no supervision. Opportunities are available in the West Rand, East Rand and Pretoria. Desired Experience & Qualification Matric NQF 6 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 ye...
Financial Adviser Life Bank (FAIS) page is loaded Financial Adviser Life Bank (FAIS) Apply remote type Hybrid locations Strubensvalley time type Full time posted on Posted Yesterday job requisition id R-15963324 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career...
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