Thu Feb 22 2024 09:00:10 GMT+0000 (Coordinated Universal Time)

Nqf 5 wealth management

Wealth Manager International

Nedbank - Pretoria, Gauteng

    Job Classification Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Contribute to a culture conducive to...

    10 days agoneuvoo.com
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    Credit Life Services Consultant

    Energy at Work Projects - Johannesburg, Gauteng

      Credit Life Services Consultant Hey, Hey, Hey! Are you ready to bring your A-game to the world of finance? Do you thrive on making every customer interaction a delightful experience? If so, buckle up because we've got an adventure waiting for you! We're on the hunt for fabulous Credit Life Client Services Consultants to join our team at our buzzing call centre! What's in it for you? A chance to w...

      2 days agoneuvoo.com
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      Funeral Services Consultants x2

      Energy at Work Projects - Johannesburg, Gauteng

        Funeral Services Consultants x2 Are You Ready to Make a Difference? Join Our Team as a Long-Term Funeral Customer Services Consultant! Exciting Opportunity Alert! Are you a high-energy, motivated individual with a genuine passion for customer service? If so, we have an exciting opportunity for you! We are one of the largest financial services providers, and we are on the lookout for dedicated Lon...

        2 days agoneuvoo.com
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        Wealth Manager

        Nedbank - Durban, Kwazulu Natal

          Job Classification Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Contribute to a culture conducive to...

          25 days agoneuvoo.com
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          Audit Portfolio Manager: Wealth

          Nedbank - Johannesburg, Gauteng

            Requisition Details & Talent Acquisition Consultant 131557 - Tshegofatso Semenya Job Family Risk, Audit and Compliance Career Stream Auditing Leadership Pipeline Manage Self Professional Job Purpose To conduct portfolio audits and manage stakeholder relationships and portfolio specifically relating to Insurance which is part of the wider Wealth portfolio. Job Responsibilities Insurance industry D...

            26 days agoneuvoo.com
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            Senior Manager - Financial Crime Risk Management

            Isilumko Staffing - Johannesburg, Gauteng

              We are looking for an experienced Financial Crime Risk Manager to work for one of our clients within the banking space (wealth division), tJob Purpose? To provide relevant financial crime risk management services and consultingto stakeholders and clients, ensuring compliance with the relevant financialcrime rules and regulations and risk management frameworks and bestpracticeJob Responsibilities ...

              26 days agoneuvoo.com
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              Independent Financial Advisor

              Status Asset Management - Pretoria, Gauteng

                Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities:Develop and maintain...

                26 days agoneuvoo.com
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                Looking for Discovery Tied Agents / Advisors

                Status Asset Management - Pretoria, Gauteng

                  Location: East Rand, Nelspruit, Durban, Western-Cape, GautengWe are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities:Develop and maintain...

                  26 days agoneuvoo.com
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                  Discovery Financial Advisor

                  Status Asset Management - Pretoria, Gauteng

                    Position: Discovery Financial Advisor Location: NationalAluma Capital strives to be South-Africa s leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including long-term insurance and retirement annuity products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for sell...

                    26 days agoneuvoo.com
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                    Independent Financial Advisors

                    Status Asset Management - Pretoria, Gauteng

                      Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for selling the Company s fin...

                      26 days agoneuvoo.com
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                      Specialist: Fund Accounting GPAF (6 Months Contract)

                      Sanlam - Johannesburg, Gauteng

                        Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designe...

                        17 days agoneuvoo.com
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                        Discovery Financial Advisors

                        Status Asset Management - Pretoria, Gauteng

                          Our company based in Lynnwood; Pretoria is looking for Financial Advisors who will be tied to selling Discovery Products. A specialist with extensive knowledge in how to sell and build new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate must have an unsatiable hunger to write his/her own cheque and will be innovative in finding new wa...

                          26 days agoneuvoo.com
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                          Key Individual (KI) CAT II

                          Status Asset Management - Pretoria, Gauteng

                            Position: Key Individual (KI) CAT IILocation: Pretoria (Remote) Are you all about complying to the requirements of the FSCA and other applicable legislation? Are you a qualified category II Key Individual with a high attention to detail? Raise your hand if that s you because WE RE HIRING! It s our mission to unleash the potential in our team, and we know that teams perform best when they are dive...

                            26 days agoneuvoo.com
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                            Regional Sales Manager: KZN

                            Status Asset Management - Durban, Kwazulu Natal

                              Position: Regional Manager Location: KZN Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to reach target? Then raise your hand because WE'RE HIRING!! It s our mission to unleash the potential in our team, and we kno...

                              26 days agoneuvoo.com
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                              Regional Sales Manager

                              Status Asset Management - Pretoria, Gauteng

                                Position: Regional Manager Location: KZN Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to reach target? Then raise your hand because WE'RE HIRING!! It s our mission to unleash the potential in our team, and we kno...

                                26 days agoneuvoo.com
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                                High Advice Consultant

                                Telebest - Johannesburg, Gauteng

                                  Our client has an opportunity available for a High Advice Consultant.Requirements:Matric or SAQA accredited equivalent- essential.120 FAIS credits NQF 5 in Wealth Management- essential.RE5 and Class of Business- essential.Relevant Finance degree or diploma would be advantageous.2 years Life Insurance experience- essential.2 years Call Centre experience would be advantageous. Responsibilities:Set ...

                                  26 days agoneuvoo.com
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                                  Learning Facilitator - Limpopo

                                  Isilumko Staffing - Johannesburg, Gauteng

                                    Learning Facilitator - Limpopo Reputable Life Insurance company recruiting a Learning Facilitator for their Talent Development department in Limpopo.Kindly be advised that the minimum requirements for this position are not Negotiable. Salary Market RelatedLocation Limpopo Duties and responsibilities:Support region in terms of learning needsPlan and update regional training schedules according to ...

                                    26 days agoneuvoo.com
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                                    Sales Team Supervisor

                                    Isilumko Staffing - Pretoria, Gauteng

                                      Purpose:To coordinate and administrate resource AdministrationInsuranceDuties & Responsibilities:1.Supervise FAIS Compliance Supervise the monthly maintenance of Representatives FSP register as compared to the FSCA Conduct monthly checks on accreditation, legislation and fit and proper status of sales representatives Assist in updating and implementing MSSI manuals according to legislative, indus...

                                      26 days agoneuvoo.com
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                                      Wealth Manager - Cape Town

                                      Independent Resourcing Consultancy - Cape Town, Western Cape

                                        Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and ...

                                        30+ days agoneuvoo.com
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                                        Wealth Manager - Johannesburg

                                        Independent Resourcing Consultancy - Johannesburg, Gauteng

                                          Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and ...

                                          30+ days agoneuvoo.com
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                                          MEDICAL AID & EMPLOYEE BENEFITS SPECIALIST

                                          Staff Solutions -

                                            Main job tasks and responsibilities:Preparing of quotes as per instructions receivedPrepare necessary paperwork (either via email of physical file)Complete applicationsScan and save compliance documents Submit applications after it has been checkedSubmit additional requirements where applicableUpdate portfolio Updating Relevant RegistersGeneral servicing Obtain tax certificates, travel certificat...

                                            30+ days agoneuvoo.com
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                                            Wealth Management

                                            Independent Resourcing Consultancy - Johannesburg, Gauteng

                                              Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through...

                                              30+ days agoneuvoo.com
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                                              Wealth Manager Self Employed

                                              Independent Resourcing Consultancy - Durban, Kwazulu Natal

                                                Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust throug...

                                                30+ days agoneuvoo.com
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                                                Private Wealth Advisor

                                                Tumaini - Cape Town, Western Cape

                                                  Job Description A bank in Cape Town are looking for Private wealth advisors.Requirements:Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment Additional Knowledge - Full understanding of money management...

                                                  30+ days agoneuvoo.com
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