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...
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 -
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...
Discovery Limited-Pretoria
and marketing initiatives.
Personal Attributes Values Driven
Learns on the Fly
Resilient
Instils Trust
People Savvy
Drives Results
Education and Experience Business degree (advantageous)
NQF5 in Wealth Management or Financial Planning / 120 FAIS credits...
Capital Recruit-Pretoria
client relationships, and drive meaningful impact in wealth management. Location : Bryanston, Johannesburg, South Africa. Salary : R25 000 - R30 000 Requirements: Bcom Finance degree or similat CFA/CFP or studying towards the same FSCA/ Investment...
Armstrong Appointments-Pretoria
Main job function
CORE PURPOSE OF THE JOB
To market and sell the Bank’s Deposits, Wealth Management, Wills and Transactional Banking (Individuals) within the respective region by providing excellent service to customers and adherence to the banks...
appcast.io -
Capital Recruit-Pretoria
and personalised wealth management solutions. If you have a proven track record in wealth planning and a passion for delivering exceptional client outcomes, we'd love to have you on board! Location: Bryanston, Johannesburg, South Africa Salary: R50 000 - R70 000...
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
Post graduate diploma in Financial Planning/RFP3/Wealth Management 3 Goal and target motivated Sales and marketing orientation Natural relationship-builder At least three years Broker Consultant experience and currently in a Broker Consultant role Strong focus...
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 -
The Recruitment Council-Pretoria
Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.
Responsibilities:
• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds...
appcast.io -
Sanlam-Pretoria
Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
Broker Support
Administration and processing of new and existing business
Business Building...
sanlamcloud.co.za -
The Recruitment Council-Pretoria
Our client, who is one of the largest leading insurance, asset management, and wealth management companies in South Africa, is on the hunt for an individual to take on the role of a Key Individual Compliance Officer where the successful candidate...
appcast.io -
Discovery-Pretoria
Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
• MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan...
discovery.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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