Wealth Management Jobs

IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA

Tenacity and effective planning, organizing, and time management skills Job title : Wealth Creation Advisor Entrepreneurial mindset Qualifications Tertiary qualification will be advantageous Not specified

from: mrjobs.co.za - 11 days ago

Attooh! - Mpumalanga, South Africa

-Strong leadership, management, and interpersonal skills -Knowledge of financial planning, investments, and wealth management -Entrepreneurial, innovative mindset. -Bachelor’s degree in Business, Finance...

from: freerecruit.co.za - 13 days ago

Standard Bank Group - Western Cape, ZA

Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management... Not specified

from: mrjobs.co.za - 13 days ago

Access Bank - KwaZulu-Natal, ZA (+1 location)

Understand clients' financial needs and goals, offering tailored banking products and services to meet those needs. Implement initiatives to enhance client engagement and satisfaction, ensuring a positive... Not specified

from: mrjobs.co.za (+1 source) - 14 days ago

Talent Evolution (Pty) Ltd - Pretoria, Gauteng

Proactively contact clients who may be at risk of cancellation. Track key retention metrics and report findings to the Retentions Manager. NQF Level 4 or 5 FAIS qualification (NQF 5 Wealth Management preferred)...

from: compujobs.co.za - 17 days ago

Sanlam Group - Gauteng, ZA (+1 location)

Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly. Log... Not specified

from: mrjobs.co.za - 17 days ago

Absa Group Limited - KwaZulu-Natal, ZA

To effectively cross and up sell the appropriate products within the respective campaign management parameters to clients, ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary... Not specified

from: mrjobs.co.za - 17 days ago

Yazoo Recruitment - Tyger Valley, Western Cape

Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes...

from: compujobs.co.za - 19 days ago

Hire Resolve - 2196 Johannesburg, South Africa (+1 location)

Stay updated on industry trends, regulatory requirements, and market conditions to provide informed financial guidance. Identify new business opportunities, generate leads, and convert prospects into clients... R480 000

from: simplify.hr (+2 sources) - 24 days ago

Hire Resolve - 7530 Bellville, South Africa (+1 location)

Accountant II: Completed articles and 3 years’ experience in bookkeeping/accounting OR 8 years’ experience in bookkeeping/accounting. Prepare accurate management accounts, including budgets, forecasts... R600 000

from: simplify.hr (+2 sources) - 24 days ago