Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...
REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...
Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align...
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...
Job Description To deliver exceptional experience and education to RMB High Nett Worth 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. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...
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...
Job Description A bank in Cape Town are looking for Private wealth advisors. Requirements: Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. • Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment • Additional Knowledge - Full understanding of...
Job Classification Requisition - 143332- Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...
Introduction- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...
Description Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary...
Our client based in Tokai is looking to add to their team.Is this you?You’ve worked in an office servicing multiple financial planners as their assistant or perhaps you have worked in a wealth management team supporting the wealth manager but you’re keen to make a change. You want more independence and a less corporate environment.Details of the role:- Reports to Senior Wealth Manager (CEO)-...
Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference...
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the company''s internal...
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...
REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...
Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Are you someone who can: - Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals. -...
REQUIREMENTS - Grade 12, tertiary qualification will be an advantage - Own vehicle, transport and driver's license - Both English and Afrikaans speaking and writing skills required - Good written and verbal communication skills - Ability to work under pressure and meet deadlines - Methodical, detailed and organised work style - Professional corporate appearance - Able to multitask in a...
Job Specification Summary: Financial Planner Core Role Overview - Title: Financial Advisor - Business Unit: Advisory Services - Reports To: Head of Advisory Services - Hermanus, Western Cape, South Africa - Company Values: Integrity, Accountability, Excellence, Innovation - Primary Focus: Provide expert advice on investments, retirement planning, and wealth preservation, while collaborating...
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...