Manager Investments Wealth

Job Title: Wealth and Operations AdministratorWe are seeking a highly organized and detail-oriented Wealth and Operations Administrator to join our team at Dante Personnel Mpumalanga.Key Responsibilities:Provide administrative support to Manager(s) in a timely and efficient manner.Manage prospect leads and maintain accurate client information on CRM and...

Job Title: Investment Development SpecialistDescription:Momentum, a leading financial services provider, is committed to wealth creation and preservation. We are seeking an Investment Development Specialist to market our investments to Independent Financial Advisors (IFAs). The successful candidate will identify, cultivate, and grow potential IFAs into fully...

Role OverviewMomentum Investments is seeking a skilled Investment Development Consultant to join our team. As a key member of our sales team, you will be responsible for identifying, cultivating, and growing potential investment opportunities with Independent Financial Advisors (IFAs).Key ResponsibilitiesEngage with targeted IFAs in a structured,...

Closing Date2023/03/21Reference NumberMMH230308-9Job TitleInvestment Development Consultant (Mbombela)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceMpumalangaLocation - Town / CityMbombelaIntroduction Momentum, a financial services provider of...

Job Title: Wealth and Operations Support SpecialistJob Summary: We are seeking a highly skilled Wealth and Operations Support Specialist to join our team at MPRTC. As a key member of our operations team, you will be responsible for providing administrative support to our wealth management operations.Key Responsibilities:Provide exceptional administrative...

Minimum requirements: - Matric certificate - Relevant qualifications in a related field (preferred) - RE exam qualifications (considered a plus) - 3+ years' experience in a similar position - Proficient in MS Office and MS Teams - Responsibilities - Support Manager(s) with administrative tasks in a timely manner - Manage prospect leads and maintain client...

**Introduction** - Momentum, a financial services provider 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 through our understanding of the retail insurance, savings, and investment markets in SA.**Role...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

Job Summary: Neptune seeks a skilled Finance Business Development Manager to support financial intermediaries with Life Assurance & Investment solutions, expanding business through long-term relationships.Main Responsibilities:Provide expert Life Assurance & Investment support to financial intermediaries.Grow Neptune's Life Assurance & Investments...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

**Introduction** Momentum, a financial services provider 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 through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

Branch Manager - Kwagga Date: 29 Oct 2024 Location: Nelspruit, Mpumalanga, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of...

About the RoleSanlam is a leading Financial Services Institution seeking a highly skilled and experienced professional to fill the position of Senior Financial Services Specialist.Key ResponsibilitiesGain and maintain in-depth understanding of SRM product ranges.Provide sound financial advice and high level of client service in a Branch context.Create...

**Introduction** Momentum, a financial services provider 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 through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

A well-established, **market leader** in the **mining** and **construction** industry requires an **Account Manager** to service the **Nelspruit** area. This is a great opportunity for someone who is looking for **growth** in a company that invests in their employees. **Salary is market-related** Over and above the salary is **company vehicle** and...

Responsibilities - Develop and maintain sales and marketing plan- Perform recruitment and selection process for sales representative- Conduct training to sales representative- Conduct coaching process- Conduct training to brokers- Identity and develop new and current markets- Maintain production targets and retain business- Comply with FAIS requirements-...

Job Title: Senior Operations Coordinator Overview of the Role:This role offers an exciting opportunity to join Dante Personnel in Mpumalanga as a Senior Operations Coordinator. As part of our team, you will be responsible for providing administrative support to Manager(s) and contributing to the efficient operation of our wealth and financial services....

About Hans Mahrt & CompanyWe are a specialist recruitment agency in the financial services sector, dedicated to connecting talented professionals with top employers.The RoleWe are seeking a highly skilled Actuarial Pricing Specialist to join our client's Short Term Insurance Business. As a key member of the team, you will be responsible for pricing and...

Responsibilities - Develop and maintain sales and marketing plan - Perform recruitment and selection process for sales representative - Conduct training to sales representative - Conduct coaching process - Conduct training to brokers - Identity and develop new and current markets - Maintain production targets and retain business - Comply with FAIS...

We are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at Creative Sourcing. This role is ideal for an individual with exceptional communication skills, who is able to multitask and work in a fast-paced environment.The salary for this position is estimated to be around **R450,000 - R550,000 per annum**,...