Wealth Management Jobs in Durban
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Search Results - Wealth Management Jobs in Durban
Rad Resources-Durban
Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.
• Client Portfolio Management: Analyze and manage client...
The Recruitment Council-Durban
Job Title: Wealth Manager (Hybrid)
Role Overview:
The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each clients financial circumstances...
PPS Recruitment-Durban
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
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Rory Mackie & Associates-Durban
and Investment as well as the Specialist Bank functions in South Africa)
• Engaging and interacting with International geographies of our clients, as networking and connecting clients is critical for this role
• Experience in Wealth Management and Structured...
Momentum Metropolitan Holdings Limited-Durban
must include investments (essential)
2. Experience in Momentum Investments is an advantage
3. Strong knowledge of the investments and wealth management industry in SA and international markets, including but not limited to Fund Selection, DFM...
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Palesa Mbali Group-Durban
Collaboration:
• Partner with internal teams, including wealth management, legal, and operations, to deliver seamless client experiences.
• Mentor junior advisors and contribute to team development.
Qualifications and Skills:
1. Educational Background...
Wealth Management jobs – More locations:
Sanlam Limited-Durban
Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant
• Minimum experience...
appcast.io -
Sanlam-Durban
Experience
• 1 year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
Qualifications
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills...
sanlamcloud.co.za -
Sanlam Limited-Durban
and target motivated.
6. Sales and marketing orientation.
7. Socially confident and skilled to communicate well.
8. Willingness to travel.
Qualification & Experience
1. Wealth Management 3 or equivalent.
2. An industry related qualification would...
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Sanlam-Durban
of the Retail branch. Being a key representative for the retail branch in the industry.
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognised...
sanlamcloud.co.za -
Sanlam Limited-Durban
Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant Minimum experience...
appcast.io -
Sanlam Limited-Durban
and target motivated.
5. Sales and marketing orientation.
6. Socially confident and skilled to communicate well.
7. Willingness to travel.
Qualification & Experience
1. Wealth Management 3 or equivalent.
2. An industry related qualification would...
appcast.io -
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