Wealth Manager Jobs in Eastern Cape

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Finance/Wealth ManagementBASIC SALARY : R10 000 negSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:MatricBCom Investment Management (Non-Negotiable)RE Exams and industry related trainingFAIS and FICA and other relevant legislation1 Year experience in Financial PlanningDUTIES:New business implement...

Requirements:2-3 years in the financial services industry required.Relevant tertiary education or courses.Financial Services Industry.Understanding of FAIS and FICA legislation.Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.Experience with XPlan.Good verbal and written communications skills.High energy individual who is customer centric and relationship orientated....

Description Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant based in East London.A wonderful career opportunity awaits you. Requirements:2-3 years in the financial services industry required.Relevant tertiary education or courses.Financial Services Industry.Understanding of FAIS and FICA legislation.Computer skills: Microsoft Off...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integra...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integra...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integrat...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

Description Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant based in East London.A wonderful career opportunity awaits you. Requirements:2-3 years in the financial services industry required.Relevant tertiary education or courses.Financial Services Industry.Understanding of FAIS and FICA legislation.Computer skills: Microsoft Off...

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:Grade 12Degree related to Financial Industry preferredCertified Fina...

Locations:Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.Starting Date: Actively Seeking - ongoing open opportunitiesRemote or Hybrid options availableIndustry: Financial ServicesMandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:Grade 12Degree related to Financial Industry preferredCertified Financi...

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely. Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements: Grade 12 Degree related to Financial Industry preferred Certifie...

Join this leading Tied insurer as an area branch manager.The focus of this role is the sales delivery, strategic execution, people development, and regulatory complianceLeadership and DirectionCommunicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people to c...

The purpose of this role is todeliver exceptional experience and education to Private Banking Clients clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesExperience: 3 to 5 years experience in a similar environment (strong background in ...

Found in:Executive Placements ZA C2-2 days ago DescriptionTo head up and promote Logistics and Fleet Vehicle Rental Services within the Western Cape area Management responsibilities include Operational Customer Services Human Resources Fleet Rental New Business Dev Sales - Financial and Management reporting DescriptionTo head up and promote Logistics and Fleet Vehicle Rental Services within the W...

Join this leading Tied insurer as an area branch manager. The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance Leadership and Direction Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people t...