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...
Talent Evolution-Pretoria
Minimum Requirements
• Educational:
• Matric certificate (essential).
• RE5 certification (essential).
• NQF Level 4 or 5 FAIS qualification (NQF 5 Wealth Management preferred).
• Experience:
• Minimum of 2 years of experience in client...
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...
Armstrong Appointments-Pretoria
Applications for interested and suitably qualified candidates are invited in respect of the above vacancy.
CORE PURPOSE OF THE JOB
To market and sell the Bank’s Deposits, Wealth Management, Wills and Transactional Banking (Individuals) within...
appcast.io -
Talent Evolution-Pretoria
qualifications (e.g., NQF5 Wealth Management) required.
• Relevant certifications in estate planning or financial planning will be advantageous.
• A tertiary qualification in Business, Law, or a related field is advantageous.
Working Conditions
• Working hours...
The Recruitment Council-Germiston, 54 km from Pretoria
to building and maintaining strong, long-term client relationships
Minimum Qualifications & Skills
CFP certification or actively pursuing CFP qualification (required)
Grade 12 (Matric)
Wealth Management or similar qualification (minimum 120 credits, NQF Level...
Finding Personnel (Pty) Ltd-Pretoria
skills.
Qualifications and Skills:
Qualifications:
• Matric Certification.
• RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management).
• Relevant certifications in estate planning or financial planning will be advantageous.
• A tertiary...
Wealth Management jobs – More locations:
Sanlam Limited-Pretoria
for 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 DOFA requirements.
• Class of Business...
appcast.io -
Discovery-Pretoria
is critical
• Strong Planning 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...
discovery.co.za -
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 -
Sanlam-Pretoria
forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
• Matric (Grade 12).
• RE1 and RE5.
• 120 Wealth Management credits OR tertiary qualification recognised...
sanlamcloud.co.za -
Indwe Broker Holdings-Pretoria
manager): Manager/ Branch Manager
Minimum Requirements:
Education:
• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license
Experience:
• Previous experience within the Financial...
appcast.io -
Sanlam-Pretoria
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 -
Discovery Limited-Pretoria
Build strong relationships.
• Use own initiative.
Education and Experience
• NQF5 in Wealth Management or Financial Planning.
• RE5 (Advantageous).
• Knowledge of underwriting process.
• Broker consulting experience in the financial services industry...
appcast.io -
Sanlam-Pretoria
advantageous
• FAIS 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...
sanlamcloud.co.za -
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