Finance jobs in Sudáfrica
CFP Wealth Planner — Client Growth & Holistic Planning
The Recruitment Council
Chief Wealth Strategy & Adviser Growth
The Recruitment Council
Chief Wealth Strategy & Financial Planning Lead
The Recruitment Council
Retail Investment Growth Lead - Western Cape
The Recruitment Council
Senior Wealth Manager — Global Investments & Fiduciary
The Recruitment Council
Descubre más oportunidades que en ningún otro sitio. Accede a más vacantesIFA Growth & Retail Partnerships Consultant
The Recruitment Council
Senior Wealth Advisor - HNWI Planning & Growth
The Recruitment Council
Construction Procurement & Invoices Specialist
Cape Projects Construction
Entra en contacto con cazatalentos para acceder a vacantes similaresEast Coast Regional Sales Consultant — Travel-Ready & Impact
Sanlam Limited
Senior Assistant Accountant—Cashflow, AP/AR Reconciliations
Games Global
Portfolio Manager: Property & Leasing Excellence
Excellerate JHI
Business Manager (PG12): SanlamConnect East Coast Region:Re-run
Sanlam
Parts Branch Manager
Oostelike Personeel Konsultante
Assistant Manager(External Applications Only)
Cashbuild
Advisor Growth Specialist – East Coast
Sanlam
Sales Consultant (PG09/10): SanlamConnect: East Coast Region:Umhlanga
Sanlam
CFP Wealth Planner — Client Growth & Holistic Planning
Descripción de la vacante
An established industry player is seeking a skilled Wealth Manager to join their dynamic team. In this pivotal role, you will provide comprehensive financial planning guidance, ensuring clients achieve their financial goals while adhering to ethical standards and regulatory compliance. You will manage and grow a diverse client base, delivering expert advice on investment strategies, retirement planning, and risk management. This opportunity offers a collaborative environment where your contributions will directly impact clients' financial futures. If you are passionate about helping clients navigate their financial journeys, this role is perfect for you.
Formación
- CFP designation required with 3+ years in financial planning.
- Strong analytical and problem-solving skills are essential.
Responsabilidades
- Conduct financial assessments and develop tailored financial plans.
- Manage client portfolios and ensure compliance with regulations.
- Proactively identify business growth opportunities.
Conocimientos
Educación
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.