Short-term insurance sales role. MUST have RE 5 and NQF Level 5 and be in the surrounding areas Commercial Communicating with new and existing customers NQF Level 5 and RE 5 Previus Short - term insurance sales (Inbound
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
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
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
Process adherance - timings/SLA
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
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
discuss during interview selection with Hiring Manager
please note: If you are a beginner you need