421 Investec jobs in South Africa
Wealth Management Analyst
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Wealth Management Analyst
Posted today
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Job Description
#J-18808-Ljbffr
Wealth Management Analyst
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Wealth Management Analyst
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Wealth Management Analyst
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Wealth Management Analyst
Posted today
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Job Description
#J-18808-Ljbffr
Wealth Management Associate
Posted 4 days ago
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Job Description
Job Description
Essence of the job :
The main purpose of this role is to deliver exceptional support to a Wealth Manager effectively managing deadline-driven tasks with client-centricity professionalism and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager by meticulously handling deadlines paperwork and operational details to enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the clients experience through effective communication proactivity and dependability enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families.
Qualification :
Commerce or financial degree from a reputable tertiary institution (advantageous)
CFP designation advantageous
RE5 advantageous.
Minimum Requirements :
Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.
3-5 years working experience in the financial planning environment assisting Family Officers and / or Wealth.
Managers and / or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
Prepare and collate new client onboarding documentation.
Oversee the management and updating of client CRM profile.
Liaise with external and internal providers on client specific queries and implementation of instructions.
Apply basic knowledge of the FAIS General Code of Conduct in daily work.
Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
Compile proposal documents based on the Wealth Manager instruction and recommendations.
Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).
Required Experience :
Key Skills
Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Learnership - Wealth Management
Posted 4 days ago
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Job Description
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Vitality
Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management:
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60%)
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
- Not be engaged in post Matric studies or formal employment;
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years;
- Have effective communication skills in the written & verbal English language;
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Learnership - Wealth Management
Posted 7 days ago
Job Viewed
Job Description
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes And Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60%)
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. #J-18808-Ljbffr
Learnership - Wealth Management
Posted 9 days ago
Job Viewed
Job Description
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Learnership - Wealth ManagementBusiness Unit: Discovery Central Services
Date: 22 Aug 2025
Discovery Corporate & Employee Benefits Learnership: Wealth Management
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management:
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.