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...
Durban
Minimum requirements:
• Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom)
• RE5
• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command...
Oasis Crescent-Durban
industry Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Job description To generate leads, set up appointments, meet clients and close the deal.
To do...
Sanlam Limited-Durban
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R200 billion, we offer...
appcast.io -
Durban
and clients
Requirements:
• Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable!
• RE5 - Non-Negotiable!
• Relevant Class of Business in place
• Fit and Proper
• Minimum 3 years in a Financial...
Wealth Management jobs – More locations:
Palesa Mbali Group-Durban
including wealth management, legal, and operations, to deliver seamless client experiences. Mentor junior advisors and contribute to team development. Qualifications and Skills: Educational Background: Bachelor’s degree in Finance, Economics, Business...
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 -
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...
Sanlam Limited-Durban
life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
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 Principals (AP)...
appcast.io -
The Recruitment Council-Durban
presence, penetrate new markets, and develop new client relationships. Drive vertical integration through wealth management and retail solutions. Enable advisers to professionally manage their practices and foster a culture of advice.
Lead the adoption...
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 -
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