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Assistant Manager
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4 days ago80 views
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
Minimum requirements:
Consultant: Joelene Koekemoer - Dante Personnel Johannesburg
- Grade 12 or NQF4 qualification
- Electrical Trade Test and Wiremans licence essential
- 2-4 years experience in an electrical or electrical management position
- Career Growth within the position
- Explosion Protection experience will be an advantage
- Experience with Business development and project management
- Bilingual in English and Afrikaans
- Immediate availability will be advantageous
- Valid Drivers licence and own vehicle
Consultant: Joelene Koekemoer - Dante Personnel Johannesburg
https://www.jobplacements.com/Jobs/A/Assistant-Manager-1262385-Job-Search-02-13-2026-04-35-23-AM.asp?sid=gumtree
Id Subtitle 1349677349
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Job Placements
Selling for 1 year
Total Ads5.03K
Active Ads5.03K
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19.95MTotal Views
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Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager.Key ResponsibilitiesClient Relationship ManagementBuild, manage, and retain a portfolio of high‑value clients.Conduct in‑depth financial needs analyses and develop personalised long‑term financial plans.Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management.Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals.Financial Planning & AdvisoryPrepare comprehensive financial plans incorporating long‑term savings, retirement products, investment vehicles, and risk‑cover solutions.Analyse client portfolios and recommend appropriate long‑term investment strategies.Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks.Present complex financial concepts in a clear, client‑friendly manner.Investment & Portfolio ManagementMonitor market trends, economic indicators, and product developments within the long‑term insurance and investment industry.Construct and manage diversified portfolios aligned with clients risk profiles and time horizons.Collaborate with internal investment specialists to optimise portfolio performance.Prepare performance reports and conduct periodic portfolio reviews.Business DevelopmentIdentify new business opportunities within existing and prospective client networks.Participate in marketing initiatives, client events, and referral programmes.Contribute to the growth of the wealth‑management division through proactive client acquisition and retention strategies.Compliance & AdministrationMaintain accurate and up‑to‑date client records, advice files, and compliance documentation.Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards.Support audit processes and internal compliance reviews.Qualifications & ExperienceBachelors degree in Finance, Investment Management, Economics, or related field.Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous.Minimum 58 years experience in wealth management, financial planning, or long‑term insurance advisory.FAIS accreditation (RE5/RE1) and relevant product licences required.Strong understanding of long‑term investment products, retirement funds, annuities, and risk‑cover solutions.Proven track record of managing and growing a client portfolio.K
https://www.executiveplacements.com/Jobs/W/WEALTH-MANAGER-1261709-Job-Search-2-12-2026-4-23-27-AM.asp?sid=gumtree
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Executive Placements
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