Wealth Management Jobs in Eastern Cape
1 - 15 of 15
Search Results - Wealth Management Jobs in Eastern Cape
The Recruitment Council-Port Elizabeth-
Wealth Manager
Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town.
Role...
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Somewhere-East London-
with Tax Advisors, CPAs, Wealth Managers, Property Management, and Investment companies. These partners are a valuable lead source, and you will own the entire lifecycle from first touch to long-term relationship management.What You Will OwnStrategic...
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Sanlam-Butterworth-sanlamcloud.co.za-
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 training (to be completed...
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Sanlam-Mthatha-sanlamcloud.co.za-
forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Qualifications and Experience:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification...
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Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
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Sanlam-Port Elizabeth-sanlamcloud.co.za-
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...
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Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
Read more
Wealth Management jobs – More locations:
Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
Read more
Sanlam-Uitenhage-sanlamcloud.co.za-
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...
Read more
Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
Read more
Sanlam-Queenstown-sanlamcloud.co.za-
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...
Read more
Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
Read more
Sanlam-East London-sanlamcloud.co.za-
Compliance, quality and risk management
3. People management
4. Monthly planning and reporting
5. Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth...
Read more
Sanlam-Port Elizabeth-sanlamcloud.co.za-
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...
Read more
Sanlam-East London-sanlamcloud.co.za-
Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category...
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