Wealth Management Jobs in Pretoria
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Search Results - Wealth Management Jobs in Pretoria
The Recruitment Council-Pretoria
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...
Talent Evolution-Pretoria
Minimum Requirements
• Educational:
• Matric certificate (essential).
• RE5 certification (essential).
• NQF Level 4 or 5 FAIS qualification (NQF 5 Wealth Management preferred).
• Experience:
• Minimum of 2 years of experience in client...
The Recruitment Council-Germiston, 54 km from Pretoria
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...
Talent Evolution-Pretoria
qualifications (e.g., NQF5 Wealth Management) required.
• Relevant certifications in estate planning or financial planning will be advantageous.
• A tertiary qualification in Business, Law, or a related field is advantageous.
Working Conditions
• Working hours...
Hire Resolve-Pretoria
Hire Resolve’s client, a leading company in the wealth management industry, is seeking a highly motivated Para-Planner to join their dynamic team. This is an exciting opportunity for an individual who is passionate about financial planning...
simplify.hr -
Finding Personnel (Pty) Ltd-Pretoria
skills.
Qualifications and Skills:
Qualifications:
• Matric Certification.
• RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management).
• Relevant certifications in estate planning or financial planning will be advantageous.
• A tertiary...
Merchant West-Pretoria
and specialised finance.
Merchant West advisory products extend to investment strategies, private wealth management and treasury solutions.
Responsibilities
1. Identify and prospect new leads for MW Fleet management products
2. Identify opportunities from other...
appcast.io -
Wealth Management jobs – More locations:
Discovery-Pretoria
Discipline
• Able to influence and negotiate
• Persuasive
• Build strong relationships
• Use own initiative
• Decisiveness
Education and Experience
• NQF5 in Wealth Management of Financial Planning
• RE5 (Advantageous)
• Knowledge of underwriting process...
discovery.co.za -
Indwe Broker Holdings-Pretoria
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 -
Cora O’Neil Recruitment Agency-Pretoria
/cashier etc.)
Computer literate in MS Office (Word, Excel, Outlook, PowerPoint and Teams) […]
Full Personal Assistant duties for Asset Management Wealth Manager […]
Client Relationship Management (Client liaison, schedule and confirm client meetings...
compujobs.co.za -
Sanlam Limited-Pretoria
monthly and annual planning based on reports.
Qualifications:
• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits or a tertiary qualification recognized by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous...
appcast.io -
Sanlam-Pretoria
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...
sanlamcloud.co.za -
Stifel-Pretoria
wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our...
appcast.io -
Sanlam-Pretoria
Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months...
sanlamcloud.co.za -
Alexforbes-Pretoria
presentation and reporting.
• Team player
• Relationship building skills
• MS Office: Word, Excel, Outlook, PowerPoint, MS Project
• Knowledge of financial planning, wealth management, financial services, and our overall business
Key performance areas
• Apply...
appcast.io -
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