13 Wealth Management Jobs in Pretoria
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FINANCIAL PLANNER HR Genie - Pretoria Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Identify the clients capital & income... 4 days ago
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Senior Investment Administrator People Dimension - Pretoria Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager. Maintain CRM systems, templates and other marketing initiatives for the practice... More than 30 days ago
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Life Claims Consultant Better Home Group - Pretoria, Gauteng o Ensure all claims are processed within agreed service level agreements (SLAs) and comply with company policies and regulatory requirements. o Verify the validity of life insurance claims by reviewing... More than 30 days ago
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Assistant Financial Advisor / Assistent Finansiële Adviseur (S09) 10 000-15 000 + Incentives Werkie - Pretoria, Gauteng, South Africa Ons is 'n boetiek finansiële dienste firma wat spesialiseer in risikobestuur en batebestuur. Ons help kliënte om hul finansiële reis te definieer en suksesvol te implementeer deur persoonlike beleggings... 10 000-15 000 + Incentives 10 days ago
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EE Financial Planner (Menlyn) The Talent Experts - Pretoria, Gauteng, South Africa You will follow a detailed financial planning process to ensure that clients taking out Risk and Life Cover policies feel secure and confident with your service. Some of your duties will include assessing... 10 days ago
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FINANCIAL PLANNER at Competent Candidates Competent Candidates (PTY) LTD - Pretoria, Gauteng, South Africa Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Identify the client's capital & income... Undisclosed 4 days ago
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Compliance Officer (Wealth) (Bellville/Bloemfontein/Pretoria) Trinergy Business Solutions (Pty) Ltd - Bellville/Bloemfontein/Pretoria, Western Cape, Gauteng, Free State, South Africa 3-5 years' related experience in a compliance function in the financial services with working knowledge of investments, health benefits, non-life (short-term) insurance and long-term insurance being an... 11 days ago
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Paraplanner MJ.PP.AWAM.25022025 Globevest Placements (Pty) Ltd. - Faerie Glen, Gauteng, Tshwane Metropolitan, South Africa Implementing transactions for new and existing clients by interacting with the wealth manager and administrator Uploading and submission of documents on internal platform Drafting and sending correspondence... 16 days ago
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Administrator (Life Insurance / Investments) Pillangó Placements - Pretoria, Gauteng, South Africa The proposed salary for the role is R15k - R18k per month, but the prerogative remains with the client to offer any market related salary considering the candidate's qualifications, skills, and experience... R15,001 - R20,000 pm 15 days ago
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Office Administrator (Employee Benefits) Pillangó Placements - PTA - East, Tshwane Metropolitan, South Africa In this role, you'll be the go-to person for client queries, providing support across various administrative tasks. You should be comfortable with complex issues, eager to learn industry-specific software... 17 days ago
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