Wealth Management Jobs in Kloof

Kloof, Kwazulu Natal, South Africa

3. Obtaining CPD certificates and updating CPD registers with FPI and FSCA points (excel and FPI 5. Saving emails and updating applicable tasks; 1. Record of Advice: Emailing Record of Advice to the client... No

from: pnet.co.za - 14 days ago

Network Recruitment - Durban

Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take... 280000 Annually

from: jobplacements.com (+1 source) - 16 days ago

Rory Mackie & Associates - Durban

The banker role is within the HNW Team based in Durban. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding...

from: executiveplacements.com - More than 30 days ago

DK Consulting - Durban, Kwazulu Natal, South Africa

· Developing and maintaining broker relationships · Review New business pipeline, follow-up and tracking · Issuing of quotations · Technical training of and ongoing product support to Financial Advisors... Basic plus commission

from: pnet.co.za - 9 days ago

Old Mutual Personal Financial Advice - Pinetown, HillCrest, Kwazulu Natal, South Africa

The Old Mutual Personal Financial Adviser Academy offers a comprehensive 24-month development and structured learning programme ; inclusive of on-the-job coaching and training (observations, role-plays...

from: pnet.co.za - 26 days ago

Rory Mackie & Associates - Durban, KwaZulu-Natal, South Africa

This role will require telling to, and networking within our clients specific target market to grow the client base and generate new business through a strong acquisitions focus. • Engaging and interacting... Undisclosed

from: careerjunction.co.za - 20 days ago

Rory Mackie & Associates - Durban, KwaZulu-Natal, South Africa

The banker role is within the HNW Team based in Durban. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An understanding... Undisclosed

from: careerjunction.co.za - 23 days ago