wealth management jobs in Eastern Cape

Empowering Africa's tomorrow, together…one story at a time. 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 reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

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...

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...

Renowned Company in Port Elizabeth is seeking an experience General Manager to join their team.Job Overview:We are seeking a skilled General Manager responsible for overseeing and optimizing the family office's diverse investment portfolio, which includes holdings in the medical industry, financial services, farming operations, and personal investments. This role requires a strategic thinker with...

Renowned Company in Port Elizabeth is seeking an experience General Manager to join their team. Job Overview: We are seeking a skilled General Manager responsible for overseeing and optimizing the family office's diverse investment portfolio, which includes holdings in the medical industry, financial services, farming operations, and personal investments. This role requires a strategic thinker...

Customer Service Manager (CSM) Savage Money Mawson Lakes, Adelaide SA Financial Planning (Banking & Financial Services) Full time 60,000 to 80,000 per year Low application volume Customer Service Manager to Savage Money Smart investing needs smarter finance Location: Mawson Lakes, SA Type: Full-time Salary: 60,000 - 80,000 (renumeration based on experience) + super + commission About...

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...

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...

About us Envestpro Gravitas is a trusted leader in delivering tailored financial solutions for individuals, families, and businesses. Our culture is rooted in a passion for helping clients navigate their financial journeys with confidence, providing them with expert guidance and a commitment to their financial well-being at every stage. Key Responsibilities · Perform thorough financial...

Job Classification Requisition Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

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...

Our Vision We believe in a world where everyone, regardless of their country's wealth or frontiers, enjoys access to medicines and healthcare when they need it. Our Mission We work tirelessly to remove access barriers faced by patients and caregivers across Low and Middle-Income Countries (LMICs) when seeking quality medicines and quality healthcare. Who We Are: Accelerating access to...

Description Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Senior Paraplanner / Administrator (long-term insurance and investment) to their team based in Port Elizabeth. RE5 Qualification is essential. Candidates must be able to work under pressure, manage timelines, and have experience dealing with high-net-worth...

-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,...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...