wealth management jobs in durban

PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, members who are policyholders can exclusiv...

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...

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 ...

Job Description Remote post - work from home, calling into the US market! Our client is a private equity investment firm. Seeking a highly motivated Business Development Specialist to join their team. This role is ideal for someone with experience initiating and maintaining high-level conversations with business executives. You will play a crucial role in driving their business growth by developi...

These jobs were popular with other job seekersAs a Senior Syspro Administrator, you will play a crucial role in maintaining the smooth operation of our client's ERP systems. Your day-to-day responsibilities will include everything from setting up and configuring Syspro System settings to ensuring data integrity across all systems. You'll also be tasked with monitoring system health, managing user...

To deliver exceptional customer service and maximises sales through accurate stock management and a wealth of specialist product knowledge in Beauty. Provide exceptional customer service to internal and external customers. Ensure that sales in Beauty are in line with agreed targets by providing solutions and alternatives to customers on options, products and services. Monitor, control and display...

To deliver exceptional customer service and maximises sales through accurate stock management and a wealth of specialist product knowledge in Beauty. Provide exceptional customer service to internal and external customers. Ensure that sales in Beauty are in line with agreed targets by providing solutions and alternatives to customers on options, products and services. Monitor, control and display...

Store Specialist Beauty ( PCG Fragrance) Listing reference: woolw_000769 Listing status: Under Review Apply by: 28 February 2024 Position summary Industry: Wholesale & Retail Trade Job category: Sales Assistant Location: Durban Contract: Permanent Remuneration: market related EE position: No Introduction To deliver exceptional customer service and maximises sales through accurate stock management...

Financial Planner About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role i...

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 a...

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 a sale.Res...

Job Purpose: To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financia...

Remote post - work from home, calling into the US market! Our client is a private equity investment firm. Seeking a highly motivated Business Development Specialist to join their team. This role is ideal for someone with experience initiating and maintaining high-level conversations with business executives. You will play a crucial role in driving their business growth by developing and executing...

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 a sale.Re...

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...

Remote post - work from home, calling into the US market! Our client is a private equity investment firm. Seeking a highly motivated Business Development Specialist to join their team. This role is ideal for someone with experience initiating and maintaining high-level conversations with business executives. You will play a crucial role in driving their business growth by developing and executing...

Job Description Remote post - work from home, calling into the US market! Our client is a private equity investment firm. Seeking a highly motivated Business Development Specialist to join their team. This role is ideal for someone with experience initiating and maintaining high-level conversations with business executives. You will play a crucial role in driving their business growth by developi...

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Visas department is looking to add a Casework Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. Youre perfect for this position if you: Have outstanding communication skills Are proactive and able to take initiative Have excellen...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized...

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 a sale.Re...

Join Our Dynamic Team! Are you a talented individual with a passion for numbers and a knack for financial strategy? Look no further! We're seeking 5 dedicated professionals to fill the following roles at the same company based in Durban North Kwa-Zulu Natal! 2x Junior Accountant : Are you fresh out of university, eager to kick-start your career in accounting? This is the perfect opportunity for y...

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...

Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client d...