Nqf Level 5 Wealth Management Jobs in South Africa
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Senior Wealth Manager Sandton
Efficient Frontier Recruitment
Sandton
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking “hunter” role in future. The incumbent would also manage two junior team members. Key to this role is a others be responsible for: Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists
share this job on whatsappHead Of Wealth Management Gauteng
Capital AssignmentsGauteng
this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
Wealth Manager Assistant - Umhlanga
Dixie RecruitmentUmhlanga Rocks
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate Financial Services would be an advantage At least 5 years' experience in the financial services arena
Wealth Manager Umhlanga
Dixie RecruitmentUmhlanga Rocks
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate Financial Services would be an advantage At least 5 years' experience in the financial services arena
Wealth Manager Bedfordview
The Talent ExpertsSouth Africa
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
Wealth Manager Assistant
The Talent ExpertsSouth Africa
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
Wealth Planner NEW
Liberty Group LtdBloemfontein
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
Regional Head Of Wealth Management - Gauteng
Capital AssignmentsGauteng
this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
Wealth Advisor Assistant
Paarl
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative Office or Business Management qualification
At least 5+ years experience in Wealth Advisor Assistant have excellent planning, organising and time management skills
Must be an analytical thinker with
Wealth Assistant Bellville
The Talent ExpertsBellville
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
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