wealth management jobs in Eastern Cape

Role & Responsibilities: - Drive business development for our products in your designated region or target market - Build and maintain relationships with HNI, UHNI, and institutional investors through your own network - Coordinate with administrative and back-office teams to smoothly onboard investors - Provide exceptional client service through sharp communication and proactive engagement -...

A leading financial services provider in Gqeberha seeks an Investment Consultant to develop lasting partnerships with investment and wealth independent financial advisors. The ideal candidate will possess a solid background in the financial services industry, specifically in investments, and demonstrate strong client management skills. Key duties include coaching IFAs, understanding market...

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...

Eastern Cape, East London- Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or 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 JOB DESCRIPTION- Identify Local...

Job Description To deliver exceptional experience and education to 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 principles. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products...

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...

A leading South African financial services provider is seeking a Financial Adviser to join their team in Bizana. The ideal candidate will have at least 12 months of experience, a Matric qualification, and a background in long-term insurance. Key responsibilities include managing customer relationships, providing financial advice, and driving sales. This position offers an opportunity to grow...

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...

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...

Job Classification Requisition - 143448 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 - Yes Job Purpose To provide financial expertise and wealth creation advice to...

A prominent financial services firm in East London seeks a Financial Adviser to drive sales and manage client relationships. Candidates should have a minimum of Matric and at least 12 months of financial services experience, along with the ability to meet FAIS requirements. Strong consultative selling skills and an entrepreneurial mindset are essential. The role offers the opportunity to build a...

Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service,...

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, life cover and...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build and maintain client relationships while providing tailored financial advice. Candidates should have a strong background in financial planning and compliance. Responsibilities include conducting financial needs analysis, presenting solutions, and managing ongoing client portfolios. This role aims...

Are you a seasoned sales leader in the Wealth Management, Private Banking, or related fields, ready to take on a high-impact leadership role in a stunning island setting? We are seeking an exceptional individual to head up our sales and distribution efforts in Mauritius and surrounding regions. This is an incredible opportunity to drive growth, build a high-performing team, and enjoy an enviable...

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...

A leading financial services group in Eastern Cape is seeking a licensed financial adviser to provide tailored solutions to clients. The role involves conducting financial needs analysis, developing relationships, and ensuring compliance with regulations. Successful candidates will demonstrate strong client management skills and experience in financial planning, along with the ability to meet...

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. Disclaimer: As an applicant, please verify the legitimacy of this job...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional...

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,...