Wealth Management Jobs in Port Elizabeth
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Search Results - Wealth Management Jobs in Port Elizabeth
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...
Talent Scout Recruitment-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...
Sanlam Group-Port Elizabeth
branches an advantage Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA requirements. Knowledge, Skills and Competencies Client service. Sales and cross-selling tactics and strategies (client optimisation...
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 -
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...
Wealth Management jobs – More locations:
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 -
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 -
Sanlam Group-Port Elizabeth
platforms. Collate data on activities to deliver on weekly and monthly reporting deadlines. Perform any ad-hoc requirements as requested by the Retail Branch Manager. Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per...
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 -
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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