WealthJob search results in: Jobs in Port Elizabeth

uested by the Retail Branch Manager. QualificationsMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business training (to be completed within 12 -

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

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

lding great products that wow our customers and drive growth for our country.Best of the Best - The wealth of talent we have will surprise + inspire youSecurity within a startup - The best of both wor

quested by the Retail Branch Manager.QualificationsMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business training (to be completed within 12 -

ion - You will benefit from an industry - leading commission scheme, which facilitates unparalleled wealth opportunities throughout your career.As a Contractor You Will Provide Your own equipment (lap

osals and client review documentation;Assist with new/review clients wills in consultation with the Wealth Planner/Manager;Make payments on behalf of clients through the corporate saver account;Track

ion - You will benefit from an industry - leading commission scheme, which facilitates unparalleled wealth opportunities throughout your career.As a Contractor You Will Provide Your own equipment (lap

ion - You will benefit from an industry - leading commission scheme, which facilitates unparalleled wealth opportunities throughout your career.As a Contractor You Will Provide Your own equipment (lap

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 ad

ent5 years of industry knowledge/experience is essentialComplementary product knowledge is essentialWealth Management and RE AdvantageousMS Office knowledgeGood understanding of the intermediary/broke

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

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

ients in managing their portfolios and investment strategies. The successful candidate will provide wealth creation and protection solutions to help clients plan for all of life’s circumstances, both