Wealth Planner - Gauteng, South Africa - EQ-FIN

Private Wealth Advisor

1 day ago

About us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To deliver exceptional experience and education to ...

Wealth Manager

2 hours ago

**Qualifications required**: · Minimum BCom degree in a finance related field · RE5 and Class of Business for investments completed · Supervision complete (non negotiable) · **Skills and experience required**: · Confident and extremely well presented as this is a client facing ro ...

Wealth Manager

3 days ago

Minimum BCom degree in a finance related field · RE5 and Class of Business for investments completed · Supervision completed · **Skills and experience required**: · Confident and extremely well presented as this is a client facing role · At least 2 years' experience as a Client W ...

Wealth Manager

23 hours ago

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements. · **Responsibility**: · **1. Product Knowledge** · Full understanding of Investm ...

Specialist: Learning Facilitator

4 days ago

**Support region in terms of learning needs** · Plan and update regional training schedules according to region's expressed needs and budget · Perform regional needs analysis to identify performance gaps and proposed appropriate solutions · Coach sales on identified performance g ...

Velocity Club Intern

3 days ago

**Introduction** · **Role Purpose** · Momentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals. The role sets to provide you with a unique opportunity to ...

General Manager

3 days ago

**Introduction** · Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the h ...

Financial Advisor

3 days ago

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. · **Responsibilities and Duties** · - Conduct comprehensive financial analysis to support the financial planning process · - Review and analyse cl ...

Private Wealth Banker

3 days ago

Bring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...

Investment Portfolio Manager

3 days ago

**Introduction** · Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your ...

Client Relationship Management Administrator

2 hours ago

Bring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...

Broker Assistant/ Paraplanner

1 hour ago

Synopsis: · A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. · Job Description: · Job Description/Duties: · • Assisting Financial Plann ...

Financial Advisors

2 days ago

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZNStarting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : R ...

Development Manager: Connect: Lynnwood

1 day ago

Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...

Development Manager: Connect Gauteng North Region

1 day ago

Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...

Telesales SI Investement Specialist-MMI Holdings

1 day ago

Telesales SI Investement Specialist (#25691) at Momentum Retail · MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through several client-facing brands including Met ...