Wealth Management Jobs in Newlands East

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) - 17 days ago

Fouche & Co Recruitment - Umhlanga

This role will focus on identifying insurance needs, providing expert life and short-term insurance advice, and supporting implementation alongside financial planning partners. The consultant will manage... 23000 Monthly

from: jobplacements.com (+2 sources) - 20 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

Catch - 1234 Umhlanga, South Africa

Offers will also be considered in accordance with the candidate's current salary, working experience, qualifications and skill sets. • Provide advice on investment strategies, retirement planning, estate...

from: simplify.hr - More than 30 days ago

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 - 15 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 - 10 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 - 21 days ago

One Stop HR Solutions - Umhlanga, Kwazulu Natal, Durban, South Africa

Some monitor the client base with certain advisors to ensure it is up to date regarding income top ups, fee top ups etc. Client communication (feedback during service, dealing with requests from clients)... 14 000

from: pnet.co.za - 23 days ago

Old Mutual Personal Financial Advice - Durban North, Umhlanga, Phoenix, Verulam, Tongaat, Kwazulu Natal, South Africa (+1 location)

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 - 25 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 - 24 days ago