Wealth Management Jobs in KwaZulu-Natal
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Search Results - Wealth Management Jobs in KwaZulu-Natal
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...
Xpertise Recruitment Ltd-Nottingham Road
550 Inside | Asset & Wealth Management | Test Lead | 6 months | Charles River experience
We are currently hiring for five contract roles in Middle Office, Defect Management, and Front Office at a leading financial institution in London.
*** Must...
appcast.io -
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...
1 similar jobs: Midrand
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...
Talented Recruitment-Durban
Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
• Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.
• RE5 and Financial Planning or Wealth...
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-Ladysmith
support will be required.
3. Responsible for in-branch servicing in line with client experience standards.
Qualifications
1. Matric (Grade 12)
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business...
appcast.io -
Wealth Management jobs – More locations:
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-Pongola
support will be required.
3. Responsible for in-branch servicing in line with client experience standards.
Qualifications
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training...
appcast.io -
Palesa Mbali Group-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:
• Educational Background...
1 similar jobs: Polokwane
Sanlam Limited-Welkom (KZN)
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)
Personal Attributes
• Business insight - Contributing independently...
appcast.io -
6 similar jobs: Ladysmith, Durban, Pietermaritzburg, Richards Bay, Newcastle...
Fnz-Welkom (KZN)
performance review
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back...
Sanlam Limited-Pietermaritzburg
Responsible for reporting on activities daily.
2. Collate data on activities to deliver on weekly and monthly reporting deadlines.
Qualifications
1. Matric (Grade 12)
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. ..
appcast.io -
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-Estcourt
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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