Wealth Management Jobs in Port Elizabeth
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Search Results - Wealth Management Jobs in Port Elizabeth
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 clients financial circumstances...
Merchant West-Port Elizabeth
and specialised finance.
Merchant West advisory products extend to investment strategies, private wealth management and treasury solutions.
Responsibilities
• The core responsibility of the position is to play a pivotal role in driving business growth...
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 -
Wealth Management jobs – More locations:
Sanlam Limited-Port Elizabeth
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R200 billion, we offer...
appcast.io -
Talented Recruitment-Durban, 685 km from Port Elizabeth
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-Uitenhage, 30 km from 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 -
Talented Recruitment-Durban, 685 km from Port Elizabeth
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...
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