Wealth Management Jobs in KwaZulu-Natal
1 - 15 of 32
Search Results - Wealth Management Jobs in KwaZulu-Natal
The Recruitment Council-Newcastle
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...
The Recruitment Council-Germiston
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...
Rory Mackie & Associates-Durban
and Investment as well as the Specialist Bank functions in South Africa)
• Engaging and interacting with International geographies of our clients, as networking and connecting clients is critical for this role
• Experience in Wealth Management and Structured...
Sanlam Limited-Durban
Qualifications
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills, and Competencies
• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge...
appcast.io -
Career-Seekers Recruitment Solutions-Vryheid (KZN)
Head of Distribution, International Financial Services Group, Cape Town, South Africa.
POSITION INFO :
Our client, a renowned International and national Wealth management Group is URGENTLY seeking to appoint a suitably qualified and experienced...
6 similar jobs: Newcastle, Richards Bay, Ladysmith, Welkom, Pietermaritzburg...
PPS Recruitment-Newcastle
Job Advert Summary
Job Purpose:
To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills...
appcast.io -
2 similar jobs: Richards Bay, Pietermaritzburg
Sanlam-Durban
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 requirements.
Knowledge, Skills...
sanlamcloud.co.za -
Wealth Management jobs – More locations:
Sanlam Limited-Estcourt
Qualifications
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge...
appcast.io -
Sanlam-Vryheid (KZN)
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 requirements.
Knowledge, Skills...
sanlamcloud.co.za -
The Recruitment Council-Durban
and implement business development plans to expand presence, penetrate new markets, and develop new client relationships.
• Drive vertical integration through wealth management and retail solutions.
• Enable advisers to professionally manage their practices...
appcast.io -
Sanlam-Durban
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 requirements.
Knowledge, Skills...
sanlamcloud.co.za -
Indwe Broker Holdings-Durban
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-Durban
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 requirements.
Knowledge, Skills...
sanlamcloud.co.za -
Sanlam Limited-Ladysmith
representative for the retail branch in the industry.
What will make you successful in this role?
QUALIFICATIONS
• Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognized by the FSCA
• Class of Business...
appcast.io -
Sanlam-Estcourt
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 requirements.
Knowledge, Skills...
sanlamcloud.co.za -
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