wealth management jobs in Polokwane

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. Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the...

Designation:Wealth Adviser Assistant (ADP) | Polokwane, Limpopo | PermanentCategory:Adviser Development ProgrammeJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:08 Nov 2024Reference Number:POS37853Closing date:15-Nov-2024Position Type:PermanentLocation:Polokwane Ismini...

Role Purpose Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings. The Investment Consultant crafts passionate, self-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 apart from...

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 clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

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 Summary To build and maintain professional business...

Description To generate revenue by structuring deals, raising and utilisation of funds, complex purchases and sales which may include securities, bonds, and foreign exchange Hello Future Deal Maker Welcome to FNB Commercial Sales Inland, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it...

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.- Answering client questions about financial plans and strategies and giving financial advice.- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach...

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 Purpose- The Retail Business Consultant crafts and...

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 clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Job Description To generate revenue by structuring deals, raising and utilisation of funds, complex purchases and sales which may include securities, bonds, and foreign exchange Hello Future Deal Maker Welcome to FNB Commercial Sales Inland , the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it...

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 clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

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 clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...