Job DescriptionTo deliver exceptional experience and education to Private Wealth 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.
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 deliver exceptional experience and education to FNB Private Wealth 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
Job DescriptionTo serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore. Provide comprehensive financial
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. Hello future Wealth Manager, Welcome to FNB, the
Job DescriptionThe main purpose of a Wealth Manager (also aligned to Private Wealth / Banking Advisor Wealth roles) is to grow, manage, and protect clients’ financial wealth through tailored financial solutions and long-term relationship management. Welcome to FNB, the home
Job DescriptionTo deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and
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
Job DescriptionTo deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, 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 DescriptionRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in
Job DescriptionTo assist in proactively managing a portfolio of FNB 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
One Dome is looking for an Outbound Financial Services Agent in Cape Town to expand its Client Engagement Team. The position involves making outbound calls to engage consumers, identifying financial planning opportunities, and generating appointments for Financial
A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have
Job DescriptionJoin a trusted financial services leader and help clients achieve their financial goals through professional, goal-based financial advice. As a Personal Financial Advisor operating within the FNB branch environment, you will leverage a strong brand,
Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your
Role Purpose The Head of People is a strategic leadership role responsible for shaping and executing the people strategy of a fast-growing wealth management fintech. The role partners closely with the South Africa Senior Leadership Team to
Position Title: Financial Manager (Family Office) Industry: Family Office / Wealth Management Reports To: Head of Family Office / Chief Financial Officer / Managing Director Employment Type: Full-Time Remote work based in the Western Cape We are
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves