Wealth Management Jobs in Pretoria (EC)
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Search Results - Wealth Management Jobs in Pretoria (EC)
HR Genie-Pretoria (EC)
The Wealth Manager is responsible for:
• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
• Support to Wealth Planners in terms of generating new business and preparing proposals...
The Recruitment Council-Pretoria (EC)
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...
Momentum Metropolitan Holdings Limited-Pretoria (EC)
financial service industry experience - must include 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...
appcast.io -
Wealth Management jobs – More locations:
HR Genie-Pretoria (EC)
of clients;
• Compiling and preparation of retirement planning, investment proposals and client review documentation;
• Assist with new/review clients wills in consultation with the Wealth Planner/Manager;
• Make payments on behalf of clients through...
Access Bank PLC-Pretoria (EC)
cards, and wealth management.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
• Knowledge of the South African banking landscape and regulatory environment is essential.
Skills...
workable.com -
Veblen Director Programme-Pretoria (EC)
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 DOFA requirements.
Class...
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