Wealth Management Jobs in Port Elizabeth
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Search Results - Wealth Management Jobs in Port Elizabeth
Port Elizabeth
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 Limited-Port Elizabeth
as requested.
Qualifications
1. Matric (Grade 12)
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business training (to be completed within 12-months of employment)
Knowledge and Experience
1. Client service...
appcast.io -
Port Elizabeth
FINANCIAL PLANNER LEARNERSHIP (GRADUATE)
Our client provides financial advice and structuring and fiduciary services (investments, estates, tax, expat tax, cross border tax, wealth management, etc.)
Job description and responsibilities:
• Desire...
The Recruitment Council-Port Elizabeth
Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional...
Sanlam Limited-Port Elizabeth
12.
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business training (to be completed within 12 months of employment)
Knowledge and Experience
1. Client service.
2. Sales and cross-selling tactics...
appcast.io -
Wealth Management jobs – More locations:
The Recruitment Council-Port Elizabeth
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 client''s financial circumstances...
Sanlam Limited-Port Elizabeth
as requested by the Retail Branch Manager.
Qualifications
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)
Knowledge...
appcast.io -
Sanlam-Port Elizabeth
and maintaining relationships.
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...
sanlamcloud.co.za -
Port Elizabeth
Overview
We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client’s team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive...
hireresolve.co.za -
Career-seekers Recruitment Solutions-Port Elizabeth
Our client, a renowned International and national Wealth management Group is URGENTLY seeking to appoint a suitably qualified and experienced Head of Distribution to be based in Cape Town. PLEASE NOTE : A benchmarked CTC Salary Package of R1.2M...
Sanlam-Port Elizabeth
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 of Business training (to be completed within 12-months...
sanlamcloud.co.za -
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