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...
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...
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...
PPS Recruitment-Durban
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
appcast.io -
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...
PPS Recruitment-Ladysmith
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
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:
1. Educational Background...
Wealth Management jobs – More locations:
PPS Recruitment-Pietermaritzburg
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
appcast.io -
Sanlam-Pietermaritzburg
/Product Specialist environment in a Retail Affluent Segment – essential
• Sales and Operational Management/Leadership of a unit/Product Specialist
• Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
• Wealth Management...
sanlamcloud.co.za -
PPS Recruitment-Newcastle
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
appcast.io -
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 -
PPS Recruitment-Richards Bay
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
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-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 -
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 -
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