Wealth Management Jobs in Mdantsane
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Search Results - Wealth Management Jobs in Mdantsane
HR Genie-Mdantsane
The Wealth Manager is responsible for:
• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
• Support to Wealth Planners in terms of generating new business and preparing proposals...
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...
Momentum Metropolitan Holdings Limited-Mdantsane
financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited...
appcast.io -
HR Genie-Mdantsane
of clients;
• Compiling and preparation of retirement planning, investment proposals and client review documentation;
• Assist with new/review clients wills in consultation with the Wealth Planner/Manager;
• Make payments on behalf of clients through...
Access Bank PLC-Mdantsane
cards, and wealth management.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
• Knowledge of the South African banking landscape and regulatory environment is essential.
Skills...
workable.com -
Wealth Management jobs – More locations:
Veblen Director Programme-Mdantsane
on activities to deliver on weekly and monthly reporting deadlines.
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...
The Recruitment Council-East London, 16 km from 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...
Sanlam-East London, 16 km from Mdantsane
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 -
The Recruitment Council-Bhisho, 33 km from 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...
Sanlam-King William’s Town, 36 km from Mdantsane
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 -
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