Search Results: 8,864 vacancies
...SUMMARY:
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POSITION INFO:
Qualifications required:
A degree in a finance related field such as a BCom , BusSc
A wealth management or investment management qualification recognized by the FSCA
A postgraduate Diploma in Financial Planning , Economics or...
...SUMMARY:
We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement,...
...Min of 5 years’ experience in the financial services industry.
Minimum of 3 years training experience.
Minimum of 3 years management experience.
Minimum of 3 years’ experience with internships and INSETA programmes.
Thorough understanding of training processes...
Wealth Manager - PretoriaFull job descriptionIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business...
...medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and... ...within the professional and retirement market o Represent Wealth Advisory investment philosophy/views to colleagues, clients and...
...click Apply or head on over to Crayon to review the full spec and apply?
How you'll role
In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both...
The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial...
...Compliance
Career Stream
Auditing
Leadership Pipeline
Manage Managers
Job Purpose
The purpose of GIA is to provide... ...Communicating standards to others
Insurance (mandatory); advantageous wealth, asset management and banking
Consolidate data from various...
Job Title: Wealth Adviser Assistant
Location: Pretoria
Salary: Competitive
The Wealth Adviser Assistant will provide support to... ...to clients
Help coordinate client events and seminars
Manage client communications and follow up on action items
Assist with...
Pretoria
Permanent
R5000
Health & Wealth Advisor_Brokerage
Sector: Medical/Insurance
Location: Pretoria
Salary: R 5... ...administration staff
• Formal report interpretation and reporting to Manager
• Advising potential clients (face to face, telephonically...
...toleranceAnswer clients questions and address concernsGive advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goalsRegularly review clients bank and other accounts and analyze...
Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!! Responsibilities Prospect potential clients...
...SUMMARY:
A well-known Wealth Firm is seeking a Head/Manager for their Investment Team. You would be providing strategic direction throughout key processes to ensure deliverables of the highest standard.
POSITION INFO:
Requirements:
~ BCom/ CA(SA)/CFA/MBA...
...SUMMARY:
Our Client is looking for a Key Account Manager to join their Team
POSITION INFO:
Role
They Key Account Manager... ...including retail and corporate banking, lending, investments, and wealth
Industry Knowledge: Strong knowledge of the industry in...
...Have a strong existing network of IFA’s, Fund of Funds, Private Wealth & Tied Agency brokers.
- Build strong relationships amongst... ...candidate is technically sound in all aspects of Retail Asset Management sales & marketing).
A minimum of 5 years of sales experience...
...CA(SA), we invite you to consider applying for this Financial Manager position at a short-term insurance company located in Johannesburg... ...insurance entrepreneurs, committed to enriching their clients' wealth, creating legacies, and driving innovation in the industry....
...Infrastructure Services for a Journey Beyond Work.
We are seeking a Asset Manager to join our team. As a Asset Manager you'll play a crucial role in helping clients build and preserve wealth over the long term through prudent investment management an...
POSITION...
...orientated qualified CA(SA) then you need to apply for this Financial Manager position at a short-term insurance company based in... ...insurance entrepreneurs, dedicated to enhancing their clients' wealth, establishing legacies, and innovating within the industry. With...
...months.
Knowledge and Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal Attributes
Communicates effectively -...
...SUMMARY:
A leading Financial Services company in Gauteng is seeking a dynamic and experienced Regional Sales Manager with a strong background in Insurance, Wealth, and Investment. The ideal candidate will be responsible for managing a team of sales professionals, driving...