Nqf Level 5 Wealth Management Jobs in South Africa
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Last 7 days
Contact Centre Nqf 4 Or Generic Management Nqf 4/5 - Learnership For Individuals With Disabilities NEW
Durban
Contact Centre NQF 4 or Generic Management NQF 4/5 - Learnership for Individuals with Disabilities
- Qualification: Contact Centre NQF 4 or Generic Management NQF 4/5
- Potential Start Date: June
share this job on whatsappWealth Manager
Johannesburg
such as a BCom, BusSc
Job description:
- Manage the existing clients and build long lasting relationships.
- Introduce
Wealth Manager South Africa
CrayonSouth Africa
that provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Generic Management Nqf 3 Learnership Opportunity
Cape Town City Centre
in a Generic Management NQF 3 Learnership.
- Qualification: Generic Management NQF 3
- Potential
Wealth Manager Grand Baie, Mauritius
CrayonSouth Africa
company provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for Financial Advisor, you will effectively plan and manage leads while interacting with potential businesses and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Customer Relationship Officer - Wealth Management
Umhlanga Rocks
15 000 basic + monthly bonuses based on KPI's
contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received
cover schedules and will applications submitted by Wealth Specialists.
Requirements:
- Relevant
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- Relevant 3-year Degree in a Finance / Commerce
- 3-5 years' experience in financial services with emphasis
Client Relationship Specialist - Wealth Management
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's received by the Wealth Specialist
- 2-5 years experience as a Private Client Wealth / Relationship Manager, with experience
experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates
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
Wealth Assistant Market-related
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
Wealth Assistant – Cape Town
South Africa
Cost to company of R20 000 to R30 000pm including risk, life and disability cover.
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with
limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting deadlines
they making your day to day easier (Calendar management, chasing outstanding info, team player)
o
customer''s experience".
o Proactive Task Management
o Effective Communication skills - With
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