Business Segment: Business & Commercial Banking Location: ZA, Eastern Cape, Mthatha, Suite, Shop 3, 3rd Floor Savoy Shopping Centre, 912 Nelson Mandela Drive, Mthatha, 5100 To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add...
90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals. Role Description This is a full-time on-site role for a Senior...
An investment firm in Gqeberha seeks an Investment Consultant to foster partnerships with financial advisors and enhance their business through coaching and advice. Candidates should have a 3-year BCom degree and 3-5 years of experience in the financial service industry. Strong investment knowledge and client engagement skills are essential, along with the ability to cultivate meaningful...
Location: Port Elizabeth, Eastern Cape, ZA What will you do? This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager or are experienced Advisors that have been...
Job Description 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) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...
Broker Consultant page is loaded## Broker Consultantlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 22, 2026 (7 days left to apply)job requisition id: R41843# Job DescriptionTo drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives,...
Financial Adviser | Mthatha, Eastern Cape We are seeking an experienced Financial Adviser to provide long-term life risk and financial planning advice within a limited architecture framework. The role focuses on delivering tailored insurance solutions, managing client portfolios, and building a sustainable adviser practice. Key Responsibilities: - Advise clients on life assurance and long-term...
Company Description Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange, with secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. Focused on Africa and its people, Old Mutual has played a pivotal role in educating children, empowering small businesses, and improving infrastructure across the continent. Our deeply...
-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Role Purpose The Business Consultant (BC) will attract,...
This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will receive referrals to clients to assist with financial planning and advice as well as developing new client relationships. Responsibilities: - Financial advice and planning - Handle and solve client enquiries - Client portfolio management - Dealing with products (Wealth Local, Wealth,...
Designation: - Wealth Adviser | Port Elizabeth, Eastern Cape | Permanent Category: - Advisers Job Level: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: - PSG Financial Services Posted on: - 20 Feb 2025 Reference Number: - POS39670 Closing date: - 27-Feb-2025 Position Type: - Permanent Location: - Glen...
Introduction- Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer- As an applicant, please verify the legitimacy...
Description To 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 principlesProvide appropriate banking and financial solutions across an allocated portfolio of clientsConduct...
Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value. - Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent...
Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Hello future Private Clients Advisor Welcome to FNB, the home of the...
Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service,...
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 independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
A financial services firm in Gqeberha seeks a full-time Senior Financial Planner to develop personalized financial plans and provide expert advice on investments and retirement planning. The ideal candidate will have a CFP designation, a bachelor's degree in a relevant field, and at least 2 years of experience in the financial services industry. Strong analytical, interpersonal, and communication...
Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer: As an applicant, please verify the legitimacy of...
Overview To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications - Bachelor’s degree in business, Finance, Economics, Accounting, or a related field (FAIS aligned) - A master’s degree (MBA) or postgraduate diploma in Business Administration,...