Assistant Wealth Manager - Pretoria, South Africa - People Dimension

Wealth Manager

16 hours ago

**Qualifications required**: · Minimum BCom degree in a finance related field · RE5 and Class of Business for investments completed · Supervision complete (non negotiable) · **Skills and experience required**: · Confident and extremely well presented as this is a client facing ro ...

Wealth Manager

3 days ago

Minimum BCom degree in a finance related field · RE5 and Class of Business for investments completed · Supervision completed · **Skills and experience required**: · Confident and extremely well presented as this is a client facing role · At least 2 years' experience as a Client W ...

Wealth Manager

1 day ago

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements. · **Responsibility**: · **1. Product Knowledge** · Full understanding of Investm ...

Wealth Management Analyst D

2 days ago

About us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To provide appropriate administrative and implemen ...

Wealth Management Adviser

3 days ago

**_ Our clients come from all walks of life and so do we We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger._** · **Why You?** · Welcome, you made it to the job description page Let's do ...

Wealth Relationship Manager

4 days ago

We have an opportunity with an impressive, leading and established client that produces, and specialises in, precious metals, especially gold. · There is an opportunity for a highly numerate Account Manager type to manage communication with international clients. This position wi ...

Wealth Investment Manager

1 day ago

Bring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...

Manager Investments Wealth

5 days ago

Bring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...

Wealth Manager International

1 week ago

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 ...

Private Wealth Advisor

2 days ago

About us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To deliver exceptional experience and education to ...

Trader

4 days ago

**Who are we?** · - Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R151 billion, we offer a comprehensive and i ...

Sales Representative

4 days ago

Pretoria, Pretoria - Sales · **Sales Representative (JB3214)** · Pretoria · R to R a month + Commission · Duration: Permanent · Application closing date: 20 June 2023 · A Wealth Creation and Business Development Group of Companies is seeking a motivated Sales Representatives to j ...

Wealth Advisory Rpactice

5 days ago

**Wealth Advisory Practice & Legal Manager, R30-R32K, Silverlakes area** · Upmarket company in the Financial Services Industry providing Turnkey financial services requires the following: · The Practice Manager shall be responsible for managing the practice and providing support ...

Discovery Financial Advisor

5 days ago

**Position: Discovery Financial Advisor** · **Location: National** · - Aluma 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 an ...

Broker Consultant

4 days ago

Matric (Grade 12) · A three-year or higher Bachelors degree or National Diploma · A completed NQF 5 Wealth Management or RFP 3 would be advantageous · South African drivers license and must have own transport · At least 3 to 5 years of experience in the Financial Services or Life ...

Investment Administrator

5 days ago

_**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ · Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: · Act as Financial assistant to advise & assist clients on their financial portfolios ...

Investment Administrator

4 days ago

_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ · Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: · Act as Financial assistant to assist clients on their financial portfo ...

Administration Clerk

4 days ago

**Gauteng**, PTA - East** · **R R 15000 Monthly Cost To Company (Market related, Negotiable)** · An award winning and highly reputable wealth management and financial advisory firm based in Pretoria East requires an** Administration Clerk** to assist in general administration in ...

Business Development Broker Consultant

5 days ago

Consistently deliver and exceed on allocated sales targets. · - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. · - Assist in identifying new potential Financial Advisers and opportunities for business growth. ...

Financial Advisor

5 days ago

Duties include but will not be limited to: · - Reaching target · - Selling and marketing products to the public · - Cold calling clients to obtain business and leads · - Gathering information and documentation needed to request quotations and fulfil compliance standards · - Perfo ...