Wealth Management Jobs in Vereeniging (GP)
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Search Results - Wealth Management Jobs in Vereeniging (GP)
People Dimension-Vereeniging (GP)
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...
Lesley Snyman & Associates-Vereeniging (GP)
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...
Discovery-Vereeniging (GP)
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...
discovery.co.za -
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Lesley Snyman & Associates-Vereeniging (GP)
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...
Sanlam-Vereeniging (GP)
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...
sanlamcloud.co.za -
Discovery-Vereeniging (GP)
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...
discovery.co.za -
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