Wealth Management Jobs in KwaZulu-Natal
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Search Results - Wealth Management Jobs in KwaZulu-Natal
The Recruitment Council-Newcastle
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-Durban
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...
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6 similar jobs: Pietermaritzburg, Ladysmith, Richards Bay, Newcastle, Vryheid...
Oasis Crescent-Durban
industry Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Job description To generate leads, set up appointments, meet clients and close the deal.
To do...
Durban
and clients
Requirements:
• Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable!
• RE5 - Non-Negotiable!
• Relevant Class of Business in place
• Fit and Proper
• Minimum 3 years in a Financial...
Telesure Investment Holdings-Durban
tools, methods and formats. Involves working independently. Education Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business...
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:
1. Educational Background...
Sanlam Limited-Mpumalanga
skills.
• Adaptable and open to learning.
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...
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Wealth Management jobs – More locations:
Palesa Mbali Group-Durban
including wealth management, legal, and operations, to deliver seamless client experiences. Mentor junior advisors and contribute to team development. Qualifications and Skills: Educational Background: Bachelor’s degree in Finance, Economics, Business...
1 similar jobs: Polokwane
Sanlam Limited-Durban
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) compliant Minimum experience...
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The Recruitment Council-Durban
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 and foster a culture of advice.
Lead the adoption...
Sanlam Limited-Durban
life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
This role will report to the Business Manager.
This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP)...
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Sanlam-La Lucia
entities.
With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax...
sanlamcloud.co.za -
Sanlam Limited-Estcourt
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 / Reliable transport.
The Sanlam Group is committed...
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Attooh!-Mpumalanga
skills
• Experience in financial services or a related industry
• Ability to drive business growth and meet targets
• Excellent communication and negotiation abilities
• Knowledge of financial planning, investments, and wealth management
• Bachelor's...
workable.com -
Sanlam-Durban
of the Retail branch. Being a key representative for the retail branch in the industry.
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognised...
sanlamcloud.co.za -
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