Wealth Management Advisor Jobs

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 beresponsible 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: Gath...

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...

Business Segment: Personal & Private Banking To implement the SBFC Voice & Digital business model and specifically develop and grow its Virtual Advisor arm through Digital transformation ensuring efficient delivery of financial planning services to our clients. To monitor the execution of business processes throughout the Voice & Digital business. To implement business development strategies in l...

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 needs, design financial strategies and close ...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

These jobs were popular with other job seekersExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.Duties & ResponsibilitiesTo generate leads, set ...

time type Full time posted on Posted Yesterday job requisition id R4276 Job DescriptionAll appointments will be made in line with the Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by ...

time type Full time posted on Posted Yesterday job requisition id R4276 Job DescriptionAll appointments will be made in line with the Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by ...

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...

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 with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide specialist advise and support for day-to-...

Location: East Rand, Nelspruit, Durban, Western-Cape We 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 mainta...

The purpose of this role is todeliver exceptional experience and education to Private Banking Clients clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Experience: 3 to 5 years experience in a similar environment (strong background in...

R20 000 > R35 000 Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role:To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on advice-related issues to be utilised in cli...

The Purpose of this banker is to deliver exceptional experience and education to Premier clients on basic wealth creation, accumulation and overallprotection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual MoneyManagement principlesExperience: 5 to 7 years' experience in a Banking, Investment, Financial Planning, Wealth Managemen...

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 is looking for experienced life and investment financial advisors to be based in Gauteng. Company offers the following:...

R20 000 > R35 000 Commission (excellent earning potential) Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, Pretoria Purpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services: Research on advice-related issues to be utilised in...

My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals.They are currently looking ...

Location: East Rand, Nelspruit, Durban, Western-Cape We 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 mainta...

Job DescriptionWelcome 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: Deliver exceptional experience and education to Private Clients/Private Clients ...

Job DescriptionHello future Private AdvisorWelcome 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: Deliver exceptional experience and education to Pri...

Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your career, our clients provide the support and resources you need to thrive in the wealth management industry...

The Purpose of this banker is to deliver exceptional experience and education to Premier clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual MoneyManagement principles Experience: 5 to 7 years' experience in a Banking, Investment, Financial Planning, Wealth Managem...

Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Hello future Affluent Client AdvisorWelcome to FNB, the home of the #changeables. ...