Wealth Management Jobs in Nelspruit
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Search Results - Wealth Management Jobs in Nelspruit
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 -
Talented Recruitment-Durban, 487 km from Nelspruit
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...
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 -
Wealth Management jobs – More locations:
Talented Recruitment-Durban, 487 km from Nelspruit
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-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 -
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 -
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