Wealth Management Jobs in Pretoria
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Search Results - Wealth Management Jobs in Pretoria
Dante PersonnelPretoria
Minimum requirements:
• Matric
• RE5
• NQF 4 or 5 qualification in Insurance / Banking / Wealth Management
• Must be CPD compliant
• At least 1 year long term and short term sales experience in a Call Centre
Consultant: Celine Robberts - Dante...
TAC RecruitmentPretoria
engagement
• Collaborate with the sales team to optimise sales strategies and identify opportunities for growth
Requirements
• Grade 12
• RE5 (prerequisite)
• FAIS qualification
• NQF4 in Insurance / Banking / Wealth Management
• CPD Compliant
• Minimum 1...
Dante PersonnelPretoria
Minimum requirements:
• Matric Certificate, RE5 qualification and FAIS compliance (e.g. NQF5 Wealth Management) are mandatory.
• Relevant certifications or training in sales or insurance are advantageous.
• Minimum Required Experience:
• Proven...
People DimensionPretoria
Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking...
Pillango PlacementsPretoria
requirements
• Advanced report-writing skills with exceptional attention to detail
• Proficiency in Microsoft Office and financial planning systems (e.g. myPractice)
• Relevant qualification or studies toward Financial Planning / Wealth Management / CFP®
Why...
Lesley Snyman & AssociatesPretoria
reputable wealth and asset management firm known for its integrity, technical expertise, and client-centric service.
Minimum Requirements and Qualifications
• RE5 Qualification
• CFP® designation, or currently in the process of completing the CFP® Board...
Talent EvolutionPretoria
Role Requirements
Qualifications
• Matric (Grade 12) essential.
• RE5 qualification essential.
• NQF Level 4 or 5 qualification in Insurance, Banking, or Wealth Management essential.
• CPD compliance mandatory.
Experience
• Minimum of 1 year long...
Wealth Management jobs – More locations:
Pretoriaplacementpartner.com
Minimum requirements:
• Matric
• RE5
• NQF 4 or 5 qualification in Insurance / Banking / Wealth Management
• Must be CPD compliant
• At least 1 year long term and short term sales experience in a Call Centre
Consultant: Celine Robberts - Dante...
SanlamPretoriasanlamcloud.co.za
Socially confident and skilled to communicate well
• Willingness to travel
Qualification and Experience:
• Wealth Management 1, 2 or 3 or equivalent
• An industry related qualification would be advantageous
• Regulatory Exam would...
Pretoriaplacementpartner.com
Minimum requirements:
• Matric Certificate, RE5 qualification and FAIS compliance (e.g. NQF5 Wealth Management) are mandatory.
• Relevant certifications or training in sales or insurance are advantageous.
• Minimum Required Experience:
• Proven...
SanlamPretoriasanlamcloud.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...
TAC RecruitmentPretoria
to maintain compliance
Requirements
• Minimum Qualifications: RE5 & NQF 4 or 5 in Insurance / Banking / Wealth Management
• Location: candidates must live in Pretoria / Centurion area as offices are based in Pretoria.Â
• Salary and commission: training...
SanlamPretoriasanlamcloud.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...
Energy At WorkPretoria
experience within the banking or insurance sectors.
• Completed NQF Level 5 qualification in Banking or Wealth Management (or a Degree recognized by the FSCA).
• RE5 certification is a strong advantage but not a requirement.
• Experience in providing advice...
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