Wealth Management Jobs in Pretoria
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Search Results - Wealth Management Jobs in Pretoria
The Recruitment Council-Pretoria
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...
Recruitment & Selection-Pretoria
Ensure that the quality of badviceb remains high and consistent and in line with fnbs investment philosophy and product approved matrix
People Dimension-Pretoria
Introduction
A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.
Duties...
Momentum Metropolitan Holdings Limited-Pretoria
investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM, and Securities.
• A proven track...
appcast.io -
Flink Recruitment-Pretoria
threat to company.
The Compliance Manager acts as the primary liaison and owner for all risk related due diligence, execution, and support, working in parallel with all departments and Compliance toward ensuring that the company is operating safely...
Sanlam Limited-Pretoria
monthly and annual planning based on reports.
Qualifications:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits or a tertiary qualification recognized by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous...
appcast.io -
Sanlam Group-Pretoria
experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12...
Wealth Management jobs – More locations:
Sanlam Limited-Pretoria
to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.
Qualification:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class...
appcast.io -
Sanlam Group-Pretoria
experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12...
Sanlam Limited-Pretoria
as requested by the Retail Branch Manager.
Qualification:
• 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...
appcast.io -
Discovery-Pretoria
and organisational skills
Qualifications and Experience:
Minimum
• Wealth management qualification with at least 120 credits
• RE5 qualification
• At a minimum 2 years’ experience as a Financial Advisor
Beneficial:
• Understanding of Financial Planning...
discovery.co.za -
Discovery Limited-Pretoria
timeously.
Education and Experience
Qualifications
1. 3-5 years 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...
appcast.io -
Better Home Group-Pretoria
Qualifications:
• Matric Certificate.
• RE5.
• NQF5 Wealth Management.
• A tertiary qualification in Insurance, Business Administration, or a related field is advantageous.
• Relevant certifications in life insurance or claims processing are preferred...
workable.com -
Sanlam-Pretoria
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 -
Sanlam-Pretoria
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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