Wealth Management Training Specialist

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Apply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Disclaimer** - As an applicant,...

Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth : High Net WorthLocation - Nedbank - Menlyn Office, PretoriaClosing Date - 19 November Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others...

A leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning....

Business Unit - Nedbank Private and Wealth: High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...

Job Description Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The Role This person will report to the Regional Investment Executive, and will be based in Mpumalanga, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker...