-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,...
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...
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. Disclaimer- As an applicant, please verify the legitimacy...
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...
Closing Date2023/03/20Reference NumberMMH221024-10Job TitleRetail Business Consultant- PEPosition TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceEastern CapeLocation - Town / CityPort ElizabethIntroduction Momentum, a financial services provider of choice since 1966, known for its...
Job Advert Summary:This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.Minimum Requirements:Formal Qualifications:- A relevant Bachelors degree or equivalent...