Wealth Management Jobs in Eastern Cape
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Search Results - Wealth Management Jobs in Eastern Cape
HR Genie-Port Elizabeth
The Wealth Manager is responsible for:
• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
• Support to Wealth Planners in terms of generating new business and preparing proposals...
The Recruitment Council-Germiston
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...
The Recruitment Council-Pretoria (EC)
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...
HR Genie-Pretoria (EC)
The Wealth Manager is responsible for:
• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
• Support to Wealth Planners in terms of generating new business and preparing proposals...
5 similar jobs: Queenstown, Vereeniging, Mdantsane, East London, Bhisho
The Recruitment Council-Vereeniging (EC)
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...
Momentum Metropolitan Holdings Limited-Pretoria (EC)
financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited...
appcast.io -
6 similar jobs: East London, Port Elizabeth, Vereeniging, Queenstown, Mdantsane...
The Recruitment Council-East London
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...
Wealth Management jobs – More locations:
Sanlam Limited-Kenton on Sea
advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business training (to be completed within 12-months of employment)
Knowledge and Experience
1. Client service.
2. Sales and cross-selling tactics.
3. Knowledge...
appcast.io -
HR Genie-Mdantsane
of clients;
• Compiling and preparation of retirement planning, investment proposals and client review documentation;
• Assist with new/review clients wills in consultation with the Wealth Planner/Manager;
• Make payments on behalf of clients through...
6 similar jobs: Port Elizabeth, Vereeniging, East London, Pretoria, Bhisho...
Sanlam Limited-Butterworth
reporting deadlines.
3. Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
1. Matric (Grade 12)
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business training...
appcast.io -
The Recruitment Council-Mdantsane
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...
Sanlam Limited-Butterworth
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Qualifications
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12...
appcast.io -
The Recruitment Council-Bhisho
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...
Sanlam Limited-Mthatha
reporting deadlines.
Qualifications
• 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)
KNOWLEDGE AND SKILLS
Knowledge...
appcast.io -
Veblen Director Programme-Port Elizabeth
on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class...
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