Nqf Level 5 Wealth Management Jobs in South Africa
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Wealth Manager
Johannesburg
such as a BCom, BusSc
Job description:
- Manage the existing clients and build long lasting relationships.
- Introduce
share this job on whatsappWealth 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
Senior Wealth Manager Sandton
Efficient Frontier RecruitmentSandton
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
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
Financial Advisors, Wealth Managers Or Associates
Pretoria
Negotiable depending on various factors
the class of business exam
Completed the RE 5 exam
Registered with the FSCA as a full representative
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
achieving long term financial success
Risk Management -focus approach
Strong Mathematical skills
Specialist knowledge of investments, saving and Money Management
Advanced Networking skills
Self driven
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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