Private Wealth Advisor
FirstRand · Posted today
About the role
for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client...Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies
Banking Advisor Private Wealth
FirstRand · Posted today
About the role
Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private... opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Hello
Private Wealth Advisor
FirstRand · Posted today
About the role
for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client...Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies
Private Wealth Advisor
FirstRand · Posted 1 days ago
About the role
for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client...Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies
Regional Manager – Financial Advisory & Wealth | Cape Town
The Recruitment Council · Posted 1 days ago
About the role
, wealth, risk, and employee benefits advisory frameworks. Team & Practice Management: Lead, mentor, and scale teams... of senior management experience leading financial advisory, corporate benefits, or wealth management practice teams. Location
Financial Advisor
People Dimension · Posted 1 days ago
About the role
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee... benefit services to individuals and businesses is seeking a Financial Advisor to join their team. Key Responsibilities
Regional Manager – Financial Advisory & Wealth | Gauteng
The Recruitment Council · Posted 1 days ago
About the role
across health, wealth, risk, and employee benefits advisory frameworks. Team & Practice Management: Lead, mentor, and scale teams... of senior management experience leading financial advisory, corporate benefits, or wealth management practice teams. Location
Senior Wealth Manager / Wealth Advisor
WatersEdge Solutions · Posted 2 days ago
About the role
Location: On-site - Johannesburg or Cape Town/Stellenbosch Employment Type: Permanent Industry: Wealth Management... | Investments | Private Client Advisory WatersEdge Solutions is partnering with a boutique investment and wealth management firm
Private Wealth Advisor
FirstRand · Posted 3 days ago
About the role
for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client...Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies
Private Wealth Advisor
FirstRand · Posted 3 days ago
About the role
for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client...Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies
ADVISOR SERVICES ADMINISTRATOR
HR Genie · Posted 4 days ago
About the role
requirements to compliance division -Obtain complete advisor client lists, ensure import process on Commsplit/Wealth Connect...Advisor Services Administrator PURPOSE Provide administrative competence to ensure professional onboarding
Wealth Adviser Assistant | Worcester, Western Cape
The Recruitment Council · Posted 4 days ago
About the role
. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.... Requirements: Completed BCom degree (preferably majoring in Information Systems, Analytics, Investment Planning/Risk Management
Wealth Advisor Administrator | Pretoria
The Recruitment Council · Posted 5 days ago
About the role
Role: Wealth Advisor Administrator Category: Investments Location: Pretoria Salary: Market-related Our client..., a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor
Wealth Advisor Administrator | Pretoria
The Recruitment Council · Posted 5 days ago
About the role
financial services provider, is seeking a motivated and detail-oriented Wealth Advisor Administrator to join their dynamic... in wealth management. In this position, you will work closely with Wealth Advisors and paraplanners, providing crucial
Wealth Advisor Administrator | Pretoria
The Recruitment Council · Posted 5 days ago
About the role
Wealth Advisor Administrator to join their dynamic Financial Advisory team. This graduate-level role is an exceptional... springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth
Wealth Advisor Administrator
The Recruitment Council · Posted 6 days ago
About the role
Role: Wealth Advisor Administrator Category: Investments Location: Pretoria Salary: Market-related Our client..., a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor
CFP Wealth Advisor
The Talent Experts · Posted 7 days ago
About the role
into meaningful, client-centric advisory work. Where you'll be doing it This is a growing independent wealth management business... across retirement, estate, investment and wealth planning. You'll work closely with experienced advisors, support an existing client
Banking Advisor Wealth
FirstRand · Posted 8 days ago
About the role
Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private... opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management
Wealth Advisor | Free State
The Recruitment Council · Posted 11 days ago
About the role
Role: Wealth Advisor Category: Insurance Location: Sandton Salary: Market-related Are you a dynamic financial... industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis. In this role, you will inherit
Wealth Advisor Administrator | Pretoria
The Recruitment Council · Posted 28 days ago
About the role
Wealth Advisor Administrator to join their dynamic Financial Advisory team. This graduate-level role is an exceptional... springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth
Strategic Wholesale Client Director
M&G Investments Southern Africa · Posted today
About the role
M&G Investments Southern Africa is seeking a Client Director for Wholesale to lead and nurture strategic relationships with wholesale clients across DFMs, wealth managers, advisers and platforms. You will drive client strategy, cross-sell opportunities and oversight of service delivery with internal partners to ensure value and growth. You will coordinate with portfolio managers, client service, marketing and product teams, and report into the Head of Wholesale Distribution, contributing to J-1…
Client Director: Wholesale
M&G Investments Southern Africa · Posted today
About the role
Overview A Client Director: Wholesale vacancy has arisen at M&G Investments. The Wholesale Distribution team is responsible for managing and growing relationships with key wholesale clients, including discretionary fund managers (DFMs), wealth managers, financial advisers, investment platforms and distribution networks. The team is focused on retaining and growing assets under management by delivering exceptional client service, trusted investment expertise and tailored client solutions. The Cl…
Software Engineer (Mid-Level) - AI Focussed
Titan Wealth Holdings Limited · Posted 4 days ago
About the role
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can d…
Business Development Manager
Merchant West · Posted 6 days ago
About the role
Role Purpose: The Business Development Manager – Investments is responsible for driving sales growth, expanding client relationships, and promoting Merchant West’s investment fund range. This role involves identifying new business opportunities, engaging with financial advisers and institutional clients, and ensuring that investment solutions align with client needs and market trends. This role is based in Durban but may require travel to Port Elizabeth and Pietermaritzburg as needed. Main Acco…
Business Development Manager
Merchant West Holdings · Posted 7 days ago
About the role
Role Purpose: The Business Development Manager Investments is responsible for driving sales growth, expanding client relationships, and promoting Merchant Wests investment fund range. This role involves identifying new business opportunities, engaging with financial advisers and institutional clients, and ensuring that investment solutions align with client needs and market trends. This role is based in Durban but may require travel to Port Elizabeth and Pietermaritzburg as needed. Main Account…
Product Owner
Job Crystal · Posted 10 days ago
About the role
Job Intro Product Owner - Cape Town, WC Western Cape Role: Product Owner About Us: Pioneering Precision Investment Management Founded in 2010, we are a global investment management and technology partner to financial professionals, with a focus on high-performing financial advisers and specialist multi-managers. We help advisers deliver scalable, bespoke investment solutions while freeing them from non-core investment and operational distractions, giving them more space to focus on the client c…
Hunter Montana Park, Pretoria
Proximity South Africa · Posted 11 days ago
About the role
This is a new-business, outbound telephone sales role . You will spend most of your day on the phone, calling company directors, CEOs, CFOs, financial advisers and wealth managers you have never spoken to before, and turning those calls into meetings and signed business. This is not a customer service, account management or social-selling role. If you prefer to build pipeline through LinkedIn messages and emails, or you are more comfortable looking after existing clients than opening new doors,…
B2B Business Development Executive - Capital Markets (Hunter / Telephone Sales) R16,000 – R20,000 per month, Uncapped commission
Proximity South Africa · Posted 11 days ago
About the role
This is a new-business, outbound telephone sales role . You will spend most of your day on the phone, calling company directors, CEOs, CFOs, financial advisers and wealth managers you have never spoken to before, and turning those calls into meetings and signed business. This is not a customer service, account management or social-selling role. If you prefer to build pipeline through LinkedIn messages and emails, or you are more comfortable looking after existing clients than opening new doors,…
B2B Business Development Executive - Capital Markets (Hunter / Telephone Sales)
Proximity South Africa · Posted 11 days ago
About the role
Introduction This is a new-business, outbound telephone sales role . You will spend most of your day on the phone, calling company directors, CEOs, CFOs, financial advisers and wealth managers you have never spoken to before, and turning those calls into meetings and signed business. This is not a customer service, account management or social-selling role. If you prefer to build pipeline through LinkedIn messages and emails, or you are more comfortable looking after existing clients than openi…
Product Owner
Job Crystal · Posted 11 days ago
About the role
Product Owner - Cape Town, WC Western Cape Role: Product Owner About Us: Pioneering Precision Investment Management Founded in 2010, we are a global investment management and technology partner to financial professionals, with a focus on high-performing financial advisers and specialist multi-managers. We help advisers deliver scalable, bespoke investment solutions while freeing them from non-core investment and operational distractions, giving them more space to focus on the client conversatio…
Product Owner Cape Town, WC
Job Crystal · Posted 11 days ago
About the role
Product Owner - Cape Town, WC Western Cape Role: Product Owner About Us: Pioneering Precision Investment Management Founded in 2010, we are a global investment management and technology partner to financial professionals, with a focus on high-performing financial advisers and specialist multi-managers. We help advisers deliver scalable, bespoke investment solutions while freeing them from non-core investment and operational distractions, giving them more space to focus on the client conversatio…
Sales-Driven Financial Advisor
Liberty Standard Bank Group · Posted 12 days ago
About the role
Are you a results-oriented individual with a passion for finance and a natural talent for sales? We have an exciting opportunity for a Sales-Driven Financial Advisor to join our dynamic team! As a leading financial services company, we are seeking a highly motivated and skilled individual to help our clients achieve their financial goals while driving business growth. As a Sales-Driven Financial Advisor, your primary responsibility will be to deliver exceptional financial advice and solutions t…
Sales Advisor Johannesburg
Liberty Standard Bank Group · Posted 12 days ago
About the role
Are you a results-oriented individual with a passion for finance and a natural talent for sales? We have an exciting opportunity for a Sales-Driven Financial Advisor to join our dynamic team! As a leading financial services company, we are seeking a highly motivated and skilled individual to help our clients achieve their financial goals while driving business growth. As a Sales-Driven Financial Advisor, your primary responsibility will be to deliver exceptional financial advice and solutions t…
JUNIOR SYSTEM SUPPORT CONSULTANT â?? FINANCIAL PLA
Techm Studios · Posted 18 days ago
About the role
Minimum RequirementsA relevant completed Bachelors Degree is essential i.e:Financial Planning.Investment Management.Economics and Risk ManagementInvestment / Financial Analysis.Bilingual - Afrikaans and English(Must be able to serve clients in Afrikaans).Recent graduates and candidates with limited working experience are encouraged to apply.A genuine interest in the Wealth Management and Investment industry is essential.Comfortable working with calculations, financial information and systems.Hi…
Sales and Product Consultant (Fintech) - Paarl
Outside Capital · Posted 19 days ago
About the role
Introduction Are you a confident communicator who loves connecting with people and showing off smart software? We are looking for an energetic and driven Sales & Product Specialist to join our client's close-knit team in Paarl on a hybrid basis. In this role, you will be the frontline champion for an industry-leading software solution, guiding interested financial professionals through product demonstrations and helping them understand how modern technology can transform their day-to-day operat…
Sales and Product Consultant (Fintech) - Paarl
Outside Capital · Posted 20 days ago
About the role
Are you a confident communicator who loves connecting with people and showing off smart software? We are looking for an energetic and driven Sales & Product Specialist to join our client's close-knit team in Paarl on a hybrid basis. In this role, you will be the frontline champion for an industry-leading software solution, guiding interested financial professionals through product demonstrations and helping them understand how modern technology can transform their day-to-day operations. Lead En…
Product Consultant Paarl
Outside Capital · Posted 20 days ago
About the role
Are you a confident communicator who loves connecting with people and showing off smart software? We are looking for an energetic and driven Sales & Product Specialist to join our client's close-knit team in Paarl on a hybrid basis. In this role, you will be the frontline champion for an industry-leading software solution, guiding interested financial professionals through product demonstrations and helping them understand how modern technology can transform their day-to-day operations. Lead En…
Insurance Sales Advisor Western Cape
Momentum Metropolitan · Posted 21 days ago
About the role
If you want to enter the Wealth Management Industry , then a Momentum Financial Advisor career opportunity is probably one of the best things that you can do. Enjoy the privilege of working with top class Management and support professionals within the field. Do you have a sound track record of sales success and experience in networking, identifying potential clients and closing business – then we would like YOU to join our TEAM . What does a Financial Advisor do: A Momentum Financial Advisor, …
Insurance Sales Advisor R15 000.00 (Stipend) Commission (85%)
Momentum Metropolitan · Posted 21 days ago
About the role
If you want to enter the Wealth Management Industry , then a Momentum Financial Advisor career opportunity is probably one of the best things that you can do. Enjoy the privilege of working with top class Management and support professionals within the field. Do you have a sound track record of sales success and experience in networking, identifying potential clients and closing business – then we would like YOU to join our TEAM . What does a Financial Advisor do: A Momentum Financial Advisor, …
Insurance Sales Advisor| Momentum
Momentum · Posted 21 days ago
About the role
If you want to enter the Wealth Management Industry , then a Momentum Financial Advisor career opportunity is probably one of the best things that you can do. Enjoy the privilege of working with top class Management and support professionals within the field. Do you have a sound track record of sales success and experience in networking, identifying potential clients and closing business then we would like YOU to join our TEAM . What does a Financial Advisor do: · A Momentum Financial Advisor, …
CA(SA) - Family Office Chartered Accountant
ARVO · Posted 22 days ago
About the role
ARVO is a global executive search and recruitment firm that partners with fast-growing companies to place exceptional leadership talent. CA(SA) – Family Office Chartered Accountant Wealth Management | Private Family Office | Cape Town Remuneration: Up to R80 000 per month (cost to company) Location: Observatory, Cape Town. Position type: Full time, permanent, in office position. Our client, a prestigious Family Office within the Wealth Management sector , is seeking a qualified CA(SA) to take r…
Family Office Accountant Cape Town
ARVO · Posted 22 days ago
About the role
ARVO is a global executive search and recruitment firm that partners with fast-growing companies to place exceptional leadership talent. CA(SA) – Family Office Chartered Accountant Wealth Management | Private Family Office | Cape Town Remuneration: Up to R80 000 per month (cost to company) Location: Observatory, Cape Town. Position type: Full time, permanent, in office position. Our client, a prestigious Family Office within the Wealth Management sector , is seeking a qualified CA(SA) to take r…
CA(SA) - Family Office Chartered Accountant
ARVO · Posted 22 days ago
About the role
ARVO is a global executive search and recruitment firm that partners with fast-growing companies to place exceptional leadership talent. Duties & Responsibilities CA(SA) – Family Office Chartered Accountant Wealth Management | Private Family Office | Cape Town Remuneration: Up to R80 000 per month (cost to company) Location: Observatory, Cape Town. Position type: Full time, permanent, in office position. Our client, a prestigious Family Office within the Wealth Management sector , is seeking a …
Advice Enablement Specialist
FirstRand · Posted 26 days ago
About the role
To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching, supervision and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS requirements. Develop insights into situations and apply innovative solutions to make organizational improvements to the financial advisory philoso…
Junior System Support Consultant – Financial Planning / Wealth Management
Green Marble Recruitment Consultants · Posted 27 days ago
About the role
Reference: JHB002604-SS-1 CALLING ALL GRADUATES JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT Location: Pretoria East Employment Type: Permanent Remuneration: Market-related / Negotiable Are you a recent graduate, tech-savvy, with a strong interest in Wealth Management, Investments, and Financial Planning ? Our client, a well-established organisation within the Wealth Management and Financial Services sector, is seeking a Junior System Support Consultant to join thei…
Financial Assistant (Wealth) | Durban North
Techm Studios · Posted 28 days ago
About the role
Wealth Assistant & Personal Assistant Location: Durban North & Surrounding Areas Position Type: Full-Time, Office-Based (5 Days per Week) Industry: Wealth Management / Financial Services About the Opportunity An established, premier Wealth Management Practice based in Durban North is seeking a professional, articulate, and highly organized Wealth Assistant & PA to join their dynamic team. This is a key client-facing and administrative support role requiring an individual who thrives in a fast-p…
JUNIOR SYSTEM SUPPORT CONSULTANT â FINANCIAL PLANNING / WEALTH MANAGEMENT
Techm Studios · Posted 28 days ago
About the role
Minimum Requirements A relevant completed Bachelors Degree is essential i.e: Financial Planning. Investment Management. Economics and Risk Management Investment / Financial Analysis. Bilingual - Afrikaans and English (Must be able to serve clients in Afrikaans). Recent graduates and candidates with limited working experience are encouraged to apply. A genuine interest in the Wealth Management and Investment industry is essential. Comfortable working with calculations, financial information and …
JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT
Green Marble Recruitment Consultants · Posted 28 days ago
About the role
CALLING ALL GRADUATES! JUNIOR SYSTEM SUPPORT CONSULTANT – WEALTH MANAGEMENT Location: Pretoria East Key Responsibilities: Assist Financial Advisers with system-related queries Develop knowledge of Financial Planning & Wealth Management Gain exposure to investment products and financial planning processes Work with specialist wealth management software Build a long-term career within the Financial Services industry Are you a recent graduate, tech-savvy, and interested in Wealth Management, Inves…
Financial Planner (Estate Planning)
Hire Resolve · Posted 29 days ago
About the role
Financial Planner (Estate Planning) | Pretoria or Cape Town Hire Resolve is seeking a highly technical and detail-oriented Financial Planner specializing in Estate Planning to join a premier wealth management division. This role is essential for supporting Wealth Managers and Advisors by compiling comprehensive estate and risk proposals and ensuring the strategic implementation of financial planning instructions. Key Performance Areas: Estate & Risk Analysis: Prepare comprehensive estate and ri…
Trust Specialist
BDO South Africa · Posted 29 days ago
About the role
BDO JHB has a vacancy for a Trust Specialist. Reporting to the Ops Manager - Fiduciary, BDO Wealth Advisers. Role purpose: The Trust Specialist is responsible for managing an allocated portfolio of trusts and providing trustees with professional, accurate and responsive trust administration support. The role covers the full trust administration process, including client onboarding, governance, compliance, trustee meetings, resolutions, beneficial ownership, banking support, financial and tax co…