ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services risk tolerance and recommend appropriate risk management strategies
experienced professional financial planners/ wealth managers to join a leading Financial Services provider ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk and regulations. Prepare regular reports for management and clients. Requirements Minimum Matric with Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5
experienced professional financial planners/ wealth managers to join a leading Financial Services provider ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk and regulations. Prepare regular reports for management and clients. Requirements Minimum Matric with Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5
move and become one of Liberty's Financial Advisors. Your journey with Liberty will start with family family and end with family. Liberty believes in people who believes in themselves and who have a strong desire lives and others. Becoming a Financial Advisor at Liberty will give you the opportunity to partner with your insurance and retirement planning, thus creating wealth and financial peace-of-mind for their client's Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and inter-personal
advice Create and protect the financial security and wealth of others Assist clients in achieving their financial track record in sales and client relationship management Ability to work independently but as part of
Wealth Engineer, Constantia, Southern Suburbs. Company Name: Keptra. Exciting opportunity Ready to transform future? Discover a unique opportunity to become a Wealth Engineer and embark on a journey towards lasting products, unlocking the potential for asset-based wealth creation. Join a supportive community of like-minded Opportunity? Recurring Income Potential. Asset-Based Wealth Creation. Supportive Community. Ongoing Training risks of starting a business. Join a community of Wealth Engineers sharing success stories and insights
Liberty is looking to place new sales talent into their team. Are you entrepreneurial, enthusiastic, advice Create and protect the financial security and wealth of others Assist clients in achieving their financial and cultivate long-term client relationships and manage your professional practice Remain accredited and
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving firm renowned for its innovative approach to wealth management and client-centric solutions. With a strong
skills
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
discuss during interview selection with Hiring Manager
please note: If you are a beginner you need
administrative experience within a financial services (wealth management) brokerage.