Wealth Management Jobs in Pretoria
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Search Results - Wealth Management Jobs in Pretoria
The Recruitment Council-Pretoria
Location: Sandton
Position Type: Full-Time, Permanent
Remuneration: Market-related, Total Cost to Company (CTC)
About Our Client
Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton. Known...
Green Marble Recruitment Consultants-Pretoria
Duties and responsibilities:
• Provide telephonic and email support to Financial Advisers on the wealth management system.
• Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
• Assist advisers...
The Recruitment Council-Pretoria
Job Description
Role: Regional Manager
Category: Wealth Management Location: Centurion Salary: Market-Related A leading financial services group is seeking a dynamic Regional Manager to oversee its distribution strategy across a key region...
The Recruitment Council-Pretoria
generational wealth management and cross-border compliance.
Bachelors degree in Finance, Economics, or Commerce (Required).
Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).
Professional certifications such as CFP®, CFA®, or CA(SA)...
The Recruitment Council-Pretoria
Location: Sandton
Position Type: Full-Time, Permanent
Remuneration: Market-related, Total Cost to Company (CTC)
About Our Client
Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton. Known...
The Recruitment Council-Pretoria
as a primary advisor and operational head for a dedicated Family Office, ensuring the seamless preservation of wealth and intergenerational legacy for high-net-worth families.
Key Responsibilities:
Relationship Management: Act as the primary point of contact...
People Solved-Pretoria
FAIS Qualification.
• Minimum 2 years' sales or customer service experience.
• Proven sales track record.
• Strong communication and relationship-building skills.
• CRM and Microsoft Office proficiency.
Advantageous Experience
• Wealth Management...
Wealth Management jobs – More locations:
Talent Match Consulting-Pretoria
Job OpportunityA unique opportunity to join a JSE listed financial organisation that continually delivers excellent results and growth that exceed all competitors in the market. Become part of a team working on key projects in Wealth Management...
The Recruitment Council-Pretoria
management business, or retail investment space.
• Product Knowledge: Deep understanding of wealth platforms, retail client-facing structures, and retirement investment products.
• Regulatory Knowledge: Sound, working knowledge of the South African retail...
The Recruitment Council-Pretoria
management and leadership experience.
• Experience in customer journey mapping, customer insights, service design, and business transformation.
• Financial services experience within Investments, Wealth Management, Asset Management, Insurance, Banking...
People Dimension-Pretoria
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.
Key Responsibilities
• Prospecting...
The Recruitment Council-Pretoria
of this role is to prepare written Records of Advice and perform technical calculations on behalf of Wealth Managers and Advisors for both existing and future clients.
Key Responsibilities:
Financial Planning & Advice: Prepare written Records of Advice...
The Recruitment Council-Pretoria
Experience: 35 years of Post-Admission Experience (PQE), strictly preferred within a LISP platform, wealth management business, or retail investment space.
• Product Knowledge: Deep understanding of wealth platforms, retail client-facing structures...
The Recruitment Council-Pretoria
on behalf of Wealth Managers and Advisors for both existing and future clients.
Key Responsibilities:
Financial Planning & Advice: Prepare written Records of Advice, technical calculations, and technical advice on behalf of Wealth Managers and Advisors...
Dante Personnel-Pretoria
Minimum requirements:
• Matric and relevant qualification required
• Proven experience within the financial services industry, specifically Wealth Management, Fund Management, Collective Investments, or Investment Administration.
• Strong...
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