Private Wealth Advisor - Pretoria

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics to increase vertical sales index VSI drive client retention entrenchment through using contextual Money Management principles Build worki ...

+To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics increase vertical sales index VSI drive client retention entrenchment using contextual Money Management principles. · +Identify Local Of ...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation overall protection tactics increase vertical sales index VSI drive client retention entrenchment using contextual Money Management principles. · ...

This role involves delivering exceptional experience and education to Private Wealth clients on basic wealth creation accumulation protection tactics. · Identify Local Offshore fiduciary opportunities advise on client philanthropy. · ...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation protection tactics increase vertical sales index VSI drive client retention entrenchment using contextual Money Management principles. · ...

Job Description · Hello future Private Wealth Advisor – · Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. · Now's the time to imagine your potential in a ...

Recruiter: · HR Genie · Job Ref: · F0326 EWP FIN · Date posted: · Monday, March 2, 2026 · Location: · Pretoria, South Africa · Salary: · Market related · SUMMARY: · To assist the Wealth Planners / Financial Advisors / Wealth Managers with financial planning. · POSITION INFO: · Ov ...

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation. · Educat ...

[Multiple Candidates Will Be Hired] · Progress Your Career Trajectory in Financial Advisory · Are you a seasoned Financial Advisor ready to take your career to new heights? At Fio Financial Planning, we're growing our team and looking for skilled professionals who are passionate ...

Our client is seeking a skilled Paraplanner with strong analytical and writing skills to join their team. · ...

We are seeking an experienced and self-driven Financial Advisor – with Investment experience, and proven experience in Islamic Finance and Shari’ah-compliant investment solutions. · This role is ideal for an advisor who understands both mainstream investment products and the spec ...

Send CVs to -Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. · ...

We are seeking an experienced Financial Advisor – with Investment experience, and proven experience in Islamic Finance and Shari'ah-compliant investment solutions. · Lehani Visagie · ...

· Duties & Responsibilities · Overview · Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and ...

This dynamic opportunity includes full training accreditation and licensing by the Financial Services Board Join a forward-thinking organization dedicated to fostering motivated professionals who make a positive impact on their lives and others. · Strong knowledge and skills in F ...

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation. · Educat ...

A highly skilled Paraplanner to join their team. · Consolidate and summarize all policies and investments. · Prepare required financial calculations. · ...

We are looking for a skilled Legal Counsel to join our dynamic team. The candidate should have deep expertise in wealth platforms and retail investments. · ...

Who are we? · SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independen ...

If you know your worth, understand your capabilities, and are ready for a role that rewards ambition, discipline, · and commitment this could be your next step. · ...