Wealth Management Jobs in KwaZulu-Natal
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Search Results - Wealth Management Jobs in KwaZulu-Natal
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...
Career-seekers Recruitment Solutions-Durban
Our client, a renowned International and national Wealth management Group is URGENTLY seeking to appoint a suitably qualified and experienced Head of Distribution to be based in Cape Town.
PLEASE NOTE:
• A benchmarked CTC Salary Package of R1.2M...
The Recruitment Council-Durban
car and valid driver's license.
Recommended Requirements:
• NQF5 in Wealth Management.
Competencies:
• Communication skills – verbal and written.
• Planning and organizing skills.
• Team-player.
• Ability to work independently.
• Resilience...
appcast.io -
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...
Discovery Limited-Durban
Customer oriented.
• Ability to meet deadlines timeously.
Education and Experience
Qualifications
• 3-5 years medical scheme industry experience (required).
• Business degree (advantageous).
• NQF5 in Wealth Management or Financial Planning / 120 FAIS...
appcast.io -
Rory Mackie & Associates-Durban
Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk...
The Recruitment Council-Durban
regions.
• Develop 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...
appcast.io -
Keller Executive Search-Mpumalanga
Are you a high-performing sales professional in the Wealth Management, Private Banking, or related fields, looking for an exciting opportunity to take your career to the next level? We have an incredible expat role based in the beautiful island...
workable.com -
Discovery Limited-Pietermaritzburg
advantageous).
• NQF5 in Wealth Management or Financial Planning / 120 FAIS credits (preferable).
• Knowledge of MS Office Suite.
• Relevant financial services industry experience is advantageous.
Experience
• Relevant financial services industry experience...
appcast.io -
Sanlam-Estcourt
Matric (Grade 12)
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)
• CPD Hours
CONDITIONS OF EMPLOYMENT
• Clear criminal and credit check
• Own...
sanlamcloud.co.za -
Sanlam Limited-Estcourt
QUALIFICATIONS
• Matric (Grade 12).
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment).
CONDITIONS OF EMPLOYMENT
• Clear criminal and credit check.
• Own...
appcast.io -
Sanlam-Estcourt
Strong communicator (verbally and in writing)
• Strong customer service orientation
• Organising skills
• Adaptable and open to learning
QUALIFICATIONS
• Matric (Grade 12)
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements...
surfingwave.app -
1 similar jobs: Potchefstroom
Sanlam-Estcourt
Matric (Grade 12)
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)
• CPD Hours
CONDITIONS OF EMPLOYMENT
• Clear criminal and credit check
• Own...
sanlamcloud.co.za -
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)...
surfingwave.app -
Sanlam-Eshowe
QUALIFICATIONS
• Matric (Grade 12)
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)
• CPD Hours
CONDITIONS OF EMPLOYMENT
• Clear criminal and credit check...
sanlamcloud.co.za -
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