wealth management jobs in durban

Vacancy: Financial AdvisorsLocations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZNStarting Date: Actively Seeking - ongoing open opportunitiesRemote, Hybrid options availableIndustry: Financial ServicesMandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:? Grade 12? Degree related to Financial Industry preferred? Certified Financial Pla...

Vacancy: Financial Advisors Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN Starting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements: ? Grade 12 ? Degree related to Financial Industry preferred ? Certified Fina...

GENERAL MANAGERSalary: R1 mil - R1,5 milLocation: Must be based in Durban or Johannesburg - South AfricaWilling to relocate to DurbanKeywords: General Manager, Mechanical Engineering, Manufacturing, Project Management, Contract ManagementAn exciting opportunity has arisen for a dynamic and experienced General Manager to join a leading manufacturing business based in Durban. The successful candida...

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...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with ...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with ...

Description Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Understanding of FAIS and FICA legislationFinancial planning fundamentals and p...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our pri...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our pri...

The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase the Company's market share in the area of Funds Under Management. These individuals build a trusting relationship with the private wealth clients, fostering confidence and goodwi...

The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase the Company's market share in the area of Funds Under Management. These individuals build a trusting relationship with the private wealth clients, fostering confidence and goodwi...

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 Professional space. The role will also entail pro-actively cross selling the full Private Bank offering to these clients as well as p...

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...

Robert Walters South Africa This role offers the chance to work on various infrastructure and project finance transactions, providing financial advisory services to both private and public entities. The successful candidate will play a leading role in transaction execution, business development, financing and corporate initiatives. This is an excellent opportunity for someone with prior experienc...

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...

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 its Kwa-Zulu Natal / Gauteng / Western...

Head: Product Development (Annuities and Structured Products) Centurion 2024/05/10 Financial Advisor - Cape West Coast Parow 2024/05/31 Office Coordinator CENTURION 2024/05/08 Financial Adviser - South Coast George 2024/05/31 Financial Adviser - Peninsula Bellville 2024/05/31 Financial Adviser - Boland Paarl 2024/05/31 Financial Adviser - Free State Bloemfontein 2024/05/31 Application Developer 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 ...

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. Responsi...

R15 000.00 Basic R10 000.00 KPI (per month) The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individual...

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: 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. Responsi...

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...

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...