Wealth Management Jobs in Durban
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Search Results - Wealth Management Jobs in Durban
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...
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...
Talented Recruitment-Durban
qualification (required).
• Wealth management experience
• Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
• Strong knowledge of Zoho Office...
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...
appcast.io -
Talented Recruitment-Durban
for process improvement and contribute to enhancing the claims process.
Requirements:
• Financial planning support experience, RE5 certification, and wealth management experience are advantageous but not required.
• Must have at least 3 years prior...
Talented Recruitment-Durban
Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
• Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.
• RE5 and Financial Planning or Wealth...
Career-seekers Recruitment Solutions-Durban
Head of Distribution, International Financial Services Group, Cape Town, South Africa.
POSITION INFO :
Our client, a renowned International and national Wealth management Group is URGENTLY seeking to appoint a suitably qualified and experienced...
Wealth Management jobs – More locations:
Sanlam Limited-Durban
Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)
Personal Attributes
• Business insight - Contributing independently...
appcast.io -
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...
appcast.io -
Mtn Group-Durban
performance review
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back...
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
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
life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
What will you do?
This role will report to the Business Manager
This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised...
sanlamcloud.co.za -
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