Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager... is highly advantageous. Minimum 5–8 years’ experience in wealth management, financial planning, or longâ€'term insurance...
is highly advantageous. Minimum 5–8 years’ experience in wealth management, financial planning, or longâ€'term insurance...
to employ an experienced Wealth Manager, to their team based in Pretoria. Requirements: Bachelor's degree. Postgraduate...
an experienced Wealth Manager, to their team based in Pretoria. Requirements: Bachelor’s degree. Postgraduate Diploma...
a Wealth Manager or Financial Planner doing the technical admin and you need to be fluent in English and Afrikaans...
operating in the wealth and investment space. Known for their personalised approach and strong governance, the business places... servicing within financial planning or wealth management. You need to be fluent in Afrikaans and have your own reliable...
Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Achieve gross production ta...
cluster focusses on retail products, as well as group schemes. What will you do? As a branch manager... to building and maintaining relationships. Education and Experience: Matric (Grade 12). RE1 and RE5. 120 Wealth Management...
cluster focusses on retail products, as well as group schemes. What will you do? As a branch manager... to building and maintaining relationships. Education and Experience: Matric (Grade 12). RE1 and RE5. 120 Wealth Management...
of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments... and commitment that have come to distinguish Glacier. What will you do? Job Purpose The Business Development Manager...
solutions across the IFA and wealth manager segments. Responsibilities: Sales & Execution: Identify, develop, and convert... new business opportunities within the IFA and wealth manager space. Drive fund and model portfolio inflows through...
cluster focusses on retail products, as well as group schemes. What will you do? As a branch manager... to building and maintaining relationships. Education and Experience: Matric (Grade 12). RE1 and RE5. 120 Wealth Management...
Who are we? Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients... billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...
individual and team sales targets as set by the Sales Manager. o Track and report on personal sales performance, providing... feedback to the Sales Manager. o Participate in daily buzz sessions and team meetings to share best practices and insights...
and Reporting: o Meet or exceed individual and team sales targets as set by the Sales Manager. o Track and report on personal... sales performance, providing feedback to the Sales Manager. o Participate in daily buzz sessions and team meetings to share...
Branch Manager Qualification and Experience: 1-year experience in a sales or marketing capacity Experience... within insurance branches an advantage Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA...
Branch Manager Qualification and Experience: 1-year experience in a sales or marketing capacity Experience... within insurance branches an advantage Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA...
Branch Manager Qualification and Experience: 1-year experience in a sales or marketing capacity Experience... within insurance branches an advantage Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA...
in a fast-paced, high-volume sales environment. - Collaborate with the Sales Manager and broader sales team to achieve overall..., Banking, or Wealth Management – essential. - CPD compliance – mandatory. Experience - Minimum of 1 year long-term and short...
sales environment. Collaborate with the Sales Manager and broader sales team to achieve overall sales objectives... 12) essential. RE5 qualification essential. NQF Level 4 or 5 qualification in Insurance, Banking, or Wealth Management...