Wealth Management Jobs in Soshanguve
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Search Results - Wealth Management Jobs in Soshanguve
People Dimension-Soshanguve
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...
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Lesley Snyman & Associates-Soshanguve
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 Exam...
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Discovery-Soshanguve
degree, Bachelor of Science in IT, Bachelor of Science in Mathematical Science (advantageous) and related qualifications
• Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
• 3 -5 years’ experience...
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discovery.co.za -
Lesley Snyman & Associates-Soshanguve
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...
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Dante Personnel-Pretoria, 32 km from Soshanguve
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...
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Wealth Management jobs – More locations:
Stonebridge HR Solutions-Centurion, 44 km from Soshanguve
and regulatory developments.
• Collaborate with internal and external experts to deliver holistic wealth solutions.
What Were Looking For:
• Strong analytical skills with a client-centric approach.
• Excellent communication and interpersonal skills.
• A high...
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Dante Personnel-Pretoria, 32 km from Soshanguve
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...
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Discovery-Soshanguve
experience – Essential
• 5 - 10 years retirement funds, umbrella experience – Essential
• NQF level 6 or B Com degree or similar is advantageous
• Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
• 3 -5...
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discovery.co.za -
Pillango Placements-Pretoria, 32 km from Soshanguve
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...
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Talent Evolution-Pretoria, 32 km from Soshanguve
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...
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