Nqf Level 5 Wealth Management Jobs in South Africa - Page 2
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Wealth Manager South Africa
Capital Assignments
South Africa
client is an established wealth management firm offering affluent clients wealth planning strategies that They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This to take your career to the next level in the world of wealth management and help our clients achieve their Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
share this job on whatsappSenior 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
Portfolio Manager - Financial And Wealth Management
Pietermaritzburg
Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and
Generic Management Nqf 3 Learnership Opportunity
Isilumko StaffingCape Town Region
participate in a Generic Management NQF 3 Learnership. Qualification: Generic Management NQF 3 Potential Start
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
Financial Advisors, Wealth Managers Or Associates NEW
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 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
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