Wealth Management Jobs in Mpumalanga Province
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Search Results - Wealth Management Jobs in Mpumalanga Province
The Recruitment Council-Germiston
to building and maintaining strong, long-term client relationships
Minimum Qualifications & Skills
CFP certification or actively pursuing CFP qualification (required)
Grade 12 (Matric)
Wealth Management or similar qualification (minimum 120 credits, NQF Level...
Morgan Stanley-Sabie
of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer informed of significant matters.
The Risk Officer...
appcast.io -
Sanlam Limited-Nelspruit
etc.).
• Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Qualifications:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA...
Sanlam Limited-Nelspruit
and Experience:
• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training...
appcast.io -
Wealth Management jobs – More locations:
Sanlam-Nelspruit
and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous professional development (CPD) current and past cycles.
Knowledge and Skills
Customer service...
sanlamcloud.co.za -
Sanlam Limited-Nelspruit
to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.
Qualifications:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class...
appcast.io -
Sanlam-Nelspruit
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
KNOWLEDGE AND EXPERIENCE
Knowledge:
• Client service...
sanlamcloud.co.za -
Sanlam-Nelspruit
advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
Broker Support
Administration and processing of new and existing business
Business...
sanlamcloud.co.za -
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