Investment Advisor jobs in Cape Winelands District Municipality

Job Description The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope Of The Job This is a commission-based role of holistic...

Job Advert Summary The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Financial Advisor serves as a point of contact...

Job Title Financial Advisor Company Description Our client is seeking a motivated and knowledgeable Financial Advisor to join their growing team. Job Summary The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. Key Responsibilities - Conduct thorough analyses...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

Job Advert Summary:The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients. Minimum Requirements:SKILLS/PERSONAL ATTRIBUTES REQUIRED- Matric- Preference to Certified Financial Planner (CFP) designation/qualification- Minimum 5 years investment and insurance experience- Well networked, preferably...

Co-Founder and Group COO at @The Collective Ace Group I Gaming I Start Up Mentor Head of Finance (Full Time - Remote) Role Overview Collective Ace is executing a buy and build (M&A) strategy in the video gaming industry. The company is seeking a Head of Finance to lead our Finance Team at the Group level. We are looking for an exceptionally strong financial leader to oversee all fiscal...

Head of Legal (Intellectual Property) at Sakhile Nathi Group Shape Our Legal Future and Safeguard Innovation Sakhile Nathi Group ("SNG")—rooted in the IsiZulu phrase meaning "Build with us"—embodies an open invitation to forge lasting partnerships and uplift communities through sustainable business practice. Established in January - SNG operates as a diversified holding company, advancing its...

Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment 1 day ago Be among the first 25 applicants Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment Direct message the job poster from Black Pen Recruitment Our client is a technology company solving payments problems for businesses. Their mission is to help businesses...

Join to apply for the Vice President – Capital Advisory role at Palmstone Capital Get AI-powered advice on this job and more exclusive features. About the Company The Palmstone Group is a private international holding and investment group with operations across the United States, Europe, the Middle East, and Asia. At the Palmstone Group, we are pioneers, visionaries, and catalysts for change....

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...

Job Description The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope Of The Job This is a commission-based role of holistic...

Job Advert Summary The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Financial Advisor serves as a point of contact...

Co-Founder and Group COO at @The Collective Ace Group I Gaming I Start Up Mentor Head of Finance (Full Time - Remote) Role Overview Collective Ace is executing a buy and build (M&A) strategy in the video gaming industry. The company is seeking a Head of Finance to lead our Finance Team at the Group level. We are looking for an exceptionally strong financial leader to oversee all fiscal...

Head of Legal (Intellectual Property) at Sakhile Nathi Group Shape Our Legal Future and Safeguard Innovation Sakhile Nathi Group ("SNG")—rooted in the IsiZulu phrase meaning "Build with us"—embodies an open invitation to forge lasting partnerships and uplift communities through sustainable business practice. Established in January - SNG operates as a diversified holding company, advancing its...

Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment 1 day ago Be among the first 25 applicants Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment Direct message the job poster from Black Pen Recruitment Our client is a technology company solving payments problems for businesses. Their mission is to help businesses...

Head of Legal (Intellectual Property) at Sakhile Nathi Group Shape Our Legal Future and Safeguard Innovation Sakhile Nathi Group ("SNG")—rooted in the IsiZulu phrase meaning "Build with us"—embodies an open invitation to forge lasting partnerships and uplift communities through sustainable business practice. Established in January - SNG operates as a diversified holding company, advancing its...

Co-Founder and Group COO at @The Collective Ace Group I Gaming I Start Up Mentor Head of Finance (Full Time - Remote) Role Overview Collective Ace is executing a buy and build (M&A) strategy in the video gaming industry. The company is seeking a Head of Finance to lead our Finance Team at the Group level. We are looking for an exceptionally strong financial leader to oversee all fiscal...

Job Description The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope Of The Job This is a commission-based role of holistic...

Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment 1 day ago Be among the first 25 applicants Join to apply for the Solutions Architect (Fintech/Payments) role at Black Pen Recruitment Direct message the job poster from Black Pen Recruitment Our client is a technology company solving payments problems for businesses. Their mission is to help businesses...

Job Advert Summary The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Financial Advisor serves as a point of contact...