Wealth Management Jobs in North West
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Search Results - Wealth Management Jobs in North West
Talented Recruitment-Durban
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...
Pro Personnel-Rustenburg
Min Requirements
Matric - Essential
A relevant qualification in Financial Planning, Administration or Business Management will be advantageous
RE5 Regulatory Exams
Minimum of 2 years experience in Financial Services, Financial, Wealth Management...
Discovery Limited-Klerksdorp
medical scheme industry experience (required).
2. Business degree (advantageous).
3. NQF5 in Wealth Management or Financial Planning / 120 FAIS credits (preferable).
4. Knowledge of MS Office Suite.
5. Relevant financial services industry experience...
appcast.io -
Sanlam-Rustenburg
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-Rustenburg
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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