Wealth Management Jobs in Free State
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Search Results - Wealth Management Jobs in Free State
The Recruitment Council-Bloemfontein-
solutions, and holistic financial strategies to help clients achieve their life goals.
Responsibilities:
Empower Clients with Expert Advice:
• Deliver personalised wealth management strategies, including investments, risk solutions, and estate planning...
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Sanlam-Phuthaditjhaba-sanlamcloud.co.za-
month.
• Conduct monthly and annual planning based on reports.
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)
KNOWLEDGE...
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Sanlam-Springs-sanlamcloud.co.za-
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...
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Sanlam-Phuthaditjhaba-sanlamcloud.co.za-
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...
Read more
Sanlam-Phuthaditjhaba-sanlamcloud.co.za-
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...
Read more
Sanlam-Welkom (FS)-sanlamcloud.co.za-
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...
Read more
Sanlam-Sasolburg-sanlamcloud.co.za-
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...
Read more
Sanlam-Phuthaditjhaba-sanlamcloud.co.za-
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...
Read more
Sanlam-Kroonstad-sanlamcloud.co.za-
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...
Read more
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