Wealth Management Jobs in Paarl
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Search Results - Wealth Management Jobs in Paarl
Network Recruitment-Paarl
to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.
• Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.
• Oversee the onboarding process of new...
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Discovery-Paarl
literacy, email, word, excel
• NQF5 and RE5 qualification
Advantageous
• Tertiary qualification (Wealth Management)
• Minimum 2 years short -term product Knowledge
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets...
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discovery.co.za -
Rory Mackie & Associates-Paarl
Wealth and Investment as well as the Specialist Bank functions in South Africa)
• Engaging and interacting, as networking and connecting clients is critical for this role
• Experience in Wealth Management and Structured Property Finance...
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Discovery-Paarl
initiative
• Decisiveness
Education and Experience
Education
• Minimum: Business degree
• Beneficial: NQF5 in Wealth Management or Financial Planning
• RE5
Experience
• 2 years in client facing Insurance industry experience.
• Sound knowledge...
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discovery.co.za -
Virtual Vibe Consulting-Paarl
Description of the role:
Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. […]
Matric (Grade 12) […]
RE5 Certificate (advantage)
CPD Hours (advantage)
NQF5 Wealth...
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jobslin.com -
Wealth Management jobs – More locations:
HR Genie-Bellville, 37 km from Paarl
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within...
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Network Recruitment-Somerset West, 41 km from Paarl
to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.
• Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.
• Oversee the onboarding process of new...
Read more
Jenrecruitment-Durbanville, 32 km from Paarl
Wealth Management NQF level 5 advantageous)
EXPERIENCE REQUIRED
• Previous experience in Direct Marketing and Sales environment
• Medical scheme advice and/or service experience
• Financial and Health Insurance experience (advantageous)
• Regulatory...
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Network Recruitment-Worcester (WC), 45 km from Paarl
to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.
• Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.
• Oversee the onboarding process of new...
Read more
CA Support-Bellville, 37 km from Paarl
WEALTH MANAGER ADMINISTRATOR
Bellville
As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager...
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