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.
Discovery Institute of Training 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
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 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 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 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
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 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
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
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
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
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
PPS in South Africa seeks a target-driven Financial Planner to source, retain and grow a professional client base with PPS financial solutions. The role focuses on risk insurance, investments, and estate planning, with strong emphasis on lead
Sanlam in Johannesburg is seeking a full-time on-site Financial Advisor to meet clients, assess needs, and provide tailored advice across savings, retirement, investments, and protection solutions. You will prepare financial plans, review portfolios, explain options, update
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
Network Recruitment is seeking an experienced Paraplanner to join a well-established wealth management business. You will support Wealth Managers and clients throughout the financial planning process, combining technical expertise with strong relationship management. The role is client-facing, fast-paced, and
Absa Bank Limited invites applications for a FAIS licensed financial adviser role. You will follow the six steps of financial planning, conduct Financial Needs Analysis, and present tailored recommendations in line with Absa’s product suite to address