Role Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and...
Job Location : George, Western Cape, South Africa Application Deadline : April 01, 2026 Job Description - To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures - Execute own work in accordance with the...
A prominent financial services institution in South Africa is seeking a Private Wealth Advisor who will deliver exceptional experiences to clients. The ideal candidate should have a relevant degree and 3 to 5 years of experience in Investment or Wealth Management. Responsibilities include providing tailored financial solutions, conducting client reviews, and achieving sales targets. This position...
Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R38309# Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase...
George, South Africa | Posted on 02/06/2025 Founded in 1934, Browns is a family-owned jeweller that crafts the finest diamond jewellery in South Africa. We focus on classic, timeless and sophisticated designs Making us an iconic brand with a rich heritage. We pride ourselves on offering quintessentially South African designs, crafted by South Africans for South Africans and the rest of the...
Position : Fragrance Advisor Department : Sales Location : George ( Garden Route) Truworths and Woolworths Reporting to : Store Manager The Prestige Cosmetics Group is one of the subsidiaries of CAVI Brands and is one of the leading distributors of luxury fine fragrance, cosmetics, and specialised skincare in Southern Africa. Some of the luxurious brands include Chanel, Bvlgari, La Prairie,...
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 shapeshifters...
Closing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...
A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...
Listing reference: click_023352 Listing status: Online Apply by: 27 January 2026 Position Summary Industry: Wholesale & Retail Trade Job category: FMCG, Retail, Wholesale and Supply Chain Location: George, Western Cape Contract: Permanent Remuneration: Market Related EE position: Yes About Our Company Clicks Group Introduction To ensure service excellence at the point of sale by...
A leading financial services provider is seeking a Wealth Manager in George, South Africa. The role requires providing financial services to high income clients with a focus on investment strategies. Ideal candidates should have a relevant degree, be a Certified Financial Planner, and possess 3 to 5 years of advisory experience. Responsibilities include developing financial plans, achieving sales...
Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding...
A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...
A leading financial institution seeks a dedicated professional in George, Western Cape, to enhance customer experience and achieve sales targets. You'll provide tailored financial solutions and support clients in maximizing their revenue potential. Responsibilities include building strong stakeholder relationships and adhering to company policies to ensure service delivery quality. The ideal...
A leading financial institution in South Africa seeks a Wealth Manager to provide expert financial services, focusing on high-income clients with an emphasis on investment strategies. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience. Responsibilities include analyzing client financial information, achieving sales targets, and ensuring compliance with...
A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...
A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...
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...
A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...
A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...