Job DescriptionTo act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives
Career Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or are looking to develop your
What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement
Discovery Corporate & Employee Benefits Learnership: Wealth Management About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support
Discovery Life Learnership: Wealth Management About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose,
Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. FNB introduction Welcome to FNB, the home
Job DescriptionTo assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for
Job DescriptionAchieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and
Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking
Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking
Key Responsibilities Identify and engage prospective clients through networking. Build and grow a sustainable client portfolio by establishing new relationships. Develop and implement holistic financial plans tailored to each clients goals and circumstances. Provide guidance across
Old Mutual South Africa seeks a dedicated professional to champion customers financial goals by identifying their financial needs and providing sound financial advice. The role involves expanding sales of products and services with existing customers and
Key Responsibilities Identify and engage prospective clients through networking. Build and grow a sustainable client portfolio by establishing new relationships. Develop and implement holistic financial plans tailored to each clients goals and circumstances. Provide guidance across
Old Mutual South Africa is seeking self-motivated and dynamic sales professionals to champion customer financial needs by providing sound financial advice and fit-for-purpose solutions. The role focuses on acquiring new business, expanding product uptake with existing
Network Finance is seeking a dedicated Paraplanner to support wealth planning activities in Randburg. You will assist the Wealth Manager in client meetings, prepare compliant reports, and develop tailored financial solutions with a focus on accuracy and regulatory compliance.
A reputable wealth management firm in Bellville is seeking a motivated Senior Wealth Assistant to support the Wealth Manager in client relationship management and financial analysis. The ideal candidate should have an NQF 5 & 6 in Wealth Management and
Are you a detail-driven financial planning professional who thrives on turning complex client needs into clear, actionable advice? Nedbank Private Wealth specializes in wealth management using a bespoke approach for high-net-worth individuals and are currently seeking a dedicated Paraplanner
ACG Growth Partners is seeking an experienced Financial Adviser (Tier 3) to expand presence across Pretoria East, Centurion and Midrand in Gauteng. You will develop and manage a sustainable client portfolio, delivering holistic financial advice and
Old Mutual in South Africa seeks a Financial Adviser in the Eastern Cape (Gqeberha) to deliver personalised financial services. You will build trusted client relationships, assess needs, present suitable products, and drive long-term financial goals with
Nedbank Private Wealth seeks a detail-driven Paraplanner to join our Cape Town and Durban offices, supporting Wealth Managers in servicing existing and potential clients. The role involves portfolio reviews, preparing records of advice, financial projections, and deep knowledge