Latest Wealth Management jobs in Pretoria - JobisJob South Africa Mobile

13 Wealth Management Jobs in Pretoria

Retentions Consultant (Insurance) - Pretoria East Talent Evolution - Pretoria Minimum of 2 years of experience in client retention, client service, or sales. Effective problem-solving and negotiation abilities. Matric certificate (essential). RE5 certification (essential). R15 000 Monthly 17 days ago
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... More than 30 days ago
Retentions Consultant (Insurance) Talent Evolution (Pty) Ltd - Pretoria, Gauteng The primary goal is to reduce client churn by providing exceptional service, understanding client needs, and offering tailored solutions to foster loyalty and long-term relationships. Work closely with... 15 days ago
Senior Investment Administrator R 25 000 - R 35 000 People Dimension - Pretoria, Gauteng, South Africa 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... R 25 000 - R 35 000 3 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 17 days ago
Team Leader (Long Term Insurance) Rad Resources - Centurion Supportive team environment and ongoing development âœ” Strong leadership, coaching, and business development skills âœ” Proven track record in sales & team performance management 30000 Monthly More than 30 days ago
Retentions Consultant (Insurance) - Pretoria East R15 000 - R22 000 p/m MH Solutions - Pretoria, Gauteng, South Africa Provide solutions tailored to client needs while maintaining a professional and empathetic approach. Track key retention metrics and report findings to the Retentions Manager. Minimum of 2 years of experience... R15 000 - R22 000 p/m 17 days ago
Financial Planner Package is discussed at interview stage Liberty Standard Bank Group - Braamfontein, East Gate, Cresta, Rosebank, Woodmead, and Menlyn., Gauteng, South Africa You are going to be starting your own professional practice under the Liberty Brand and Liberty is going to be offering you all the support that you will need to make sure that you practice is a success... Package is discussed at interview stage 20 days ago
Compliance and Risk Manager Flink Recruitment - Centurion Ad-Hoc Duties: Responsibility for acting as / on; FIC compliance, money laundering officer, complaints & Information officer, Information, Products and services, FSP agreements, approval of advisor onboarding... 40000 More than 30 days ago
Financial Advisor Liaison Consultant DK Consulting - Pretoria, Gauteng, South Africa Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers... 26 days ago

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