Wealth Management Consultant jobs in South Africa

SUMMARY Business Consultant (Wealth) Durban This role is for a business consultant that will assist partners, and their clients, to move funds in and out of South Africa. As a business consultant, you will be responsible for identifying growth opportunities, building and maintaining relationships, and implementing strategies to drive business expansion. POSITION INFO Key Responsibilities -...

A leading financial services provider is seeking an Investment Consultant based in Cape Town. The role involves building meaningful partnerships with independent financial advisors, emphasizing client engagement and market knowledge. The ideal candidate should hold a degree in Business Management or Investments and possess 3 to 5 years of experience in the financial services industry. Strong...

Business Consultant (Wealth) Durban This role is for a business consultant that will assist partners, and their clients, to move funds in and out of South Africa. As a business consultant, you will be responsible for identifying growth opportunities, building and maintaining relationships, and implementing strategies to drive business expansion. Key Responsibilities - Delivery of both annual...

A leading financial institution in Johannesburg is seeking a Client Service Consultant to deliver outstanding customer service and manage client portfolios. The ideal candidate will excel in sales, manage costs to achieve efficiencies, and provide tailored solutions to clients. A strong emphasis on maintaining expert knowledge of products and developing strategies for portfolio growth is...

A leading financial institution is seeking a Client Service Consultant in Johannesburg. The ideal candidate will excel in customer service, manage client relationships, and drive sales initiatives. Responsibilities include addressing client needs, achieving sales targets, and maintaining expert knowledge of banking products. Ideal candidates will be proactive and innovative in delivering tailored...

A leading financial institution in Johannesburg is seeking a Client Service Consultant to deliver exceptional customer service by addressing client needs, processing requests accurately, and offering tailored solutions. The ideal candidate will maximize business portfolio opportunities, manage existing clients, and meet sales targets. Strong sales techniques and client relationship management...

Overview Business Consultant – Partner & Client FX Grow partner relationships and enable seamless cross-border fund flows Foreign Exchange & Financial Services | Salary: Market-related About Our Client Our client is a specialist foreign exchange and international payments provider that supports partners and their clients with moving funds in and out of South Africa. Operating in a regulated...

A leading investment management company based in Cape Town is seeking a motivated Consultant for their Retail Operations team. This role involves processing client transactions, ensuring a high standard of service, and maintaining strong client relationships. Candidates should possess a relevant business degree and exhibit excellent communication and problem-solving skills. Join a dynamic team...

A leading financial services provider in Gqeberha is seeking a Part-time Financial Adviser. The role requires applicants to hold a Grade 12 certificate and possess excellent communication and sales skills. Ideal candidates should have a valid driver's license, any necessary certifications, and proven abilities in building customer relationships and consultative selling. This opportunity allows...

A leading financial services provider in Cape Town is seeking a skilled financial advisor to deliver tailored financial advice while fostering long-term client relationships. You will focus on generating sustainable business and ensuring compliance in all client interactions. The ideal candidate should have a solid background in financial planning and successfully meet the Fit and Proper...

A leading financial services company in George is seeking an individual to provide excellent client service and financial education. The role involves achieving sales targets through effective marketing and selling of products. Candidates should have a Matriculation Certificate and strong interpersonal skills. Successful applicants will be responsible for educating clients and building...

Business Consultant Partner & Client FX Grow partner relationships and enable seamless cross-border fund flows Foreign Exchange & Financial Services | Salary: Market-related About Our Client Our client is a specialist foreign exchange and international payments provider that supports partners and their clients with moving funds in and out of South Africa. Operating in a regulated financial...

This role is for a businessconsultant that will assist partners, and their clients, to move funds in andout of South Africa. As a business consultant, you will be responsible foridentifying growth opportunities, building and maintaining relationships, andimplementing strategies to drive business expansion. Minimum requirements for this opportunity: Key Responsibilities: ·Delivery of both...

Key Responsibilities: Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development. Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market. Maintains, influences, and...

Job Vacancy : Wealth Managers (New Business & Client Servicing Roles) Locations : Johannesburg, Cape Town, Durban Remuneration : New Business Role : Basic salary + high commission (3 options available) Client Servicing Role : Primarily salary-based + performance incentives An established and nationally represented advisory firm is seeking Wealth Managers for two key functions : New Business...

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...

A recruitment agency is seeking a Business Consultant (Wealth) in Durban who will be responsible for assisting partners to manage funds in and out of South Africa. The role involves identifying growth opportunities, building relationships, and implementing business strategies. Candidates must have a Matric, regulatory exams, and FAIS compliance, along with sales experience in financial services....

A leading insurance company in Mpumalanga is seeking self-motivated individuals with an entrepreneurial spirit. The role focuses on championing customer financial goals through effective sales and service. Responsibilities include new business procurement and expanding sales with existing clients. Candidates should have NQF Level 5 or equivalent. Strong skills in consultative sales and customer...

A prominent educational institution is seeking a Business Consultant (Wealth) in Durban. The role involves assisting clients in moving funds and building key relationships to drive business expansion in the financial services sector. The ideal candidate should possess FX sales knowledge, excellent communication skills, and the ability to meet sales targets under pressure. A strong business/legal...

Key Responsibilities: - Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development. - Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market. - Maintains,...