Wealth

Job DescriptionTo deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and driv

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

clients predominantly in the commercial property market/sector to add value to the Nedbanks private wealth client offering.Job ResponsibilitiesContribute to a culture conducive to the achievement of t

One of the top wealth managers in South Africa is looking for a detailed and efficient Regulatory Compliance Administrator to join their dynamic team in Cape Town.As the Regulatory Compliance Administ

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

Job ClassificationREQ: 136368 - Refilwe FalatsiClosing Date: 18 October 2024Division: Wealth Centre | Human Resources | Talent Acquisition supporting the Wealth ClusterContract: 6 - month contract (Ma

e Groups (principally IQ EQ South Africa (the Company) product offering of Fund, Corporate, Private Wealth and Family office business and enhance visibility of the Group in targeted markets, to captur

ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Offic

Job ClassificationRequisition - 136632 - Melissa CloeteCluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory ServicesLocation - JohannesburgCl

join our Amathuba Learnership programme. The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Manag

er of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this th

ed company, Bravura is a trusted partner to over 350 leading financial services clients, delivering wealth management technology and products. We invest significantly in our technology hubs and innova

er of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this th

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

ization and details, with no problem delivering against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of

er of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this th

reDate posted:Friday, September 19, 2025Location:Sandton, South AfricaSUMMARY:Our client, a leading wealth management boutique, is seeking an Investment Specialist to join their growing team. This is

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial

eliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI)

services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Health Care Solutions, Fiduciary Services, Short Term Insurance, Broker Support a

elationships with corporate businesses. Ideal person to understand the industry of Forex trading or wealth Management and be self - motivated. The successful candidate will be required to show people

fund manager research and you want to be the one heading up this function at an investment focussed wealth manager?Is this you?You've gained experience as a Performance Analyst or Multi Manager Analys

ing adaptive solutions designed to answer lifes financial questions. Ultimately we grow and protect wealth.What will you do?This role is responsible for the direct coaching, vesting, developing, super

ral EducationMatric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) inWealth management/ CFP/ equivalent

iredGrade 12 - qualificationRelevant Qualification (Minimum NQF 5 preferably in financial planning, wealth management or alike)RE5 Regulatory Examination for representativesBe fully bilingual (English

ing adaptive solutions designed to answer lifes financial questions. Ultimately we grow and protect wealth.What will you do?This role will report to the Business Manager.Your primary focus will be to

tric / Grade 12 or SAQA Accredited Equivalent (Essential);RE5 (Essential)120 FAIS Credits (NQF5) in Wealth management (Essential)Class of Business (COB) (Essential)120 FAIS (NQF6) in Wealth management

nd offer a range of investment and financial planning solutions to protect and grow the long - term wealth of our clients.We Take Particular Pride In Sanlams longevity and innovation People, teamwork

e their service offering through an organisational structure consisting of three clusters, namely a Wealth, Risk, and Investments Cluster, a Multi - manager Cluster and a Management Company Cluster. T

ysis and reporting on the full monthly Trial Balance and movements for the assigned products within Wealth Life space.Required to do HFM as well as Solvency Assessment & Management (SAM) submissio

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their finan

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their finan

Your time is now to be your exceptional best at Old Mutual!Job DescriptionAt Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a

and is a bank - controlling company that comprises three business pillars: Asset Finance, Bank and Wealth. The Group has regional offices in four South African provinces and eight cities. Sasfin is a

and is a bank - controlling company that comprises three business pillars: Asset Finance, Bank and Wealth. The Group has regional offices in four South African provinces and eight cities. Sasfin is a

Our client is a leading asset and wealth management business with a separate institutional stockbroking arm. They specialize in managing group assets and providing financial advice and services throug

and is a bank - controlling company that comprises three business pillars: Asset Finance, Bank and Wealth. The Group has regional offices in four South African provinces and eight cities. Sasfin is a

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

and is a bank - controlling company that comprises three business pillars: Asset Finance, Bank and Wealth. The Group has regional offices in four South African provinces and eight cities. Sasfin is a

ing adaptive solutions designed to answer lifes financial questions. Ultimately we grow and protect wealth.What will you do?This role is responsible for the direct coaching, vesting, developing, super

ent company, who is currently looking for an experienced Internal Audit Manager from an Investment /Wealth/Forex company to lead the internal audit team and ensure exemplory activities in risk managem

Self: ProfessionalFAIS AffectedJob PurposeTo provide fiduciary advisory services to Nedbank Private Wealth target market clients and support internal business units within Private Wealth to meet busin

starter, energetic and meaningful partnerships that willstand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

starter, energetic and meaningful partnerships that willstand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

tric / Grade 12 or SAQA Accredited Equivalent (Essential);RE5 (Essential)120 FAIS Credits (NQF5) in Wealth management (Essential)Class of Business (COB) (Essential)120 FAIS (NQF6) in Wealth management

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

nt reflects this.Job DescriptionAn exciting opportunity has arisen at Private Clients by Old Mutual Wealth, for a Segment Lead Marketing Manager, to drive, support and implement the marketing strategy

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

ays.RequirementsMinimum three years' experience in Investment Administration, ideally with Momentum Wealth and Momentum Wealth International experience.Grade 12 or equivalent with Math and/or Accounti

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apa

ficationJob Requisition - 130294Closing Date - 8 April 2024Location - JohannesburgCluster - Nedbank Wealth - Wealth Management SA Business UnitPlease Note: Preference will be given to applicants from

oyee Benefit Plans, particularly focusing on 401K audits. This role is perfect for those who have a wealth of experience in auditing Employee Benefit Plans and are looking to utilise their skills in a

A wealth manager is looking to recruit a Paraplanner who will come alongside the External Relationship Manager as well as the MD and fulfil the new business being taken on, as well as looking after th

About EXANTEEXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.Our proprietary trading platform ena

deadlines and with accuracy and qualityAbout UsUBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Cor