Wealth Management Jobs in Eastern Cape
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Search Results - Wealth Management Jobs in Eastern Cape
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...
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...
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 -
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...
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 -
Sanlam-King William’s Town
community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
• Matric (Grade 12).
• RE1 and RE5.
• 120 Wealth Management credits OR tertiary qualification...
sanlamcloud.co.za -
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 -
Sanlam-East London
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
sanlamcloud.co.za -
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 -
Sanlam-Queenstown
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 of Business training (to be completed within 12-months...
sanlamcloud.co.za -
Merchant West-Pretoria (EC)
and specialised finance.
Merchant West advisory products extend to investment strategies, private wealth management and treasury solutions.
Responsibilities
• The core responsibility of the position is to play a pivotal role in driving business growth...
appcast.io -
6 similar jobs: Vereeniging, East London, Port Elizabeth, Queenstown, Bhisho...
Sanlam-Uitenhage
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 of Business training (to be completed within 12-months...
sanlamcloud.co.za -
Sanlam Limited-East London
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 -
6 similar jobs: Pretoria, Queenstown, Port Elizabeth, Mdantsane, Vereeniging...
Sanlam-Port Elizabeth
and maintaining relationships.
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...
sanlamcloud.co.za -
Sanlam-Mthatha
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 of Business training (to be completed within 12-months...
sanlamcloud.co.za -
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