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...
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 -
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...
Sanlam Limited-Durban
Qualifications
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills, and Competencies
• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge...
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...
The Recruitment Council-Durban
and implement business development plans to expand 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...
appcast.io -
Sanlam Limited-Durban
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5
• Wealth Management credits OR tertiary qualification recognized by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant minimum...
Wealth Management jobs – More locations:
Indwe Broker Holdings-Durban
manager): Manager/ Branch Manager
Minimum Requirements:
Education:
• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license
Experience:
• Previous experience within the Financial...
appcast.io -
Sanlam-Durban
in this role?
QUALIFICATIONS
• 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)...
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 -
The Recruitment Council-Germiston, 491 km from Durban
to building and maintaining strong, long-term client relationships
Minimum Qualifications & Skills
CFP certification or actively pursuing CFP qualification (required)
Grade 12 (Matric)
Wealth Management or similar qualification (minimum 120 credits, NQF Level...
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-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-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-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 -
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