146 Wealth Management jobs in Johannesburg

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.

Overview

Discovery Life Learnership: Wealth Management

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.

Discovery Life 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.

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.

• Wealth Management:
• Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

• 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.
• Technologically Savvy
• Logical Reasoning

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.

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.

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

Business Segment: Personal & Private Banking

Location: ZA, undefined, Johannesburg, 30 Baker Street

To lead and drive the implementation of the Credit strategy for the dedicated portfolio in Originations, driving monitoring and enhancements of the strategies to allow for adherence to credit risk appetite, and to lead Data Automation and Reporting of the dedicated portfolio. To provide leadership, support and quality assurance to the team to execute all Credit Risk process activities in order to manage risk,achieve targets and align to best practices.

• Completed Matric
• Degree - Mathematical Sciences, Risk Management, Quantitative Studies

• 5 years and more - The role requires an individual with a proven capability leading people across the full dimension of the Credit Risk field, such as originations, account management, collectionsand payments. Banking experience, portfolio analysis and/or credit risk management.

• Adopting Practical Approaches
• Articulating Information
• Directing People
• Documenting Facts
• Compliance

ASSISTANT DIRECTOR - PORTFOLIO MANAGEMENT

• Reference Number : refs/
• Directorate : PROGRAMME AND PORTFOLIO MANAGEMENT
• Number of Posts : 1
• Package : R Per Annum

Requirements :

• A minimum of Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment. A minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management. Possession of a valid driver’s license. SKILLS AND COMPETENCIES: The incumbent should have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, National Building Standards Act of 1977 and Regulations, National Environmental Management Act of 2008 and Amendments. Planning and organising skills, financial management skills, programme and project management, customer focus & responsiveness, conflict management skills and problem-solving analysis. Good verbal and written communication skills, report writing and presentation skills.

Duties :

• Coordinate the planning of Infrastructure Asset Management processes. Coordinate the development, implementation and monitoring of the of Infrastructure Asset Management Plan (I-AMP). Analyse housing sector needs and housing market trends. Collate and analyse infrastructure project proposals and commitments. Coordinate the confirmation of needs and priorities of the Department for infrastructure projects. Coordinate and facilitate the development of Infrastructure Programme and Operations & Maintenance Plans and ensure alignment to I-AMP, IPMP, IPIP and Business Plans. Coordinate the analysis assessment of infrastructure portfolio, performance and risk reports. Liaise with internal and external stakeholders. Provide inputs and support to Business Plan team. Provide general office support.

Notes :

• No late applications will be considered. No faxed or emailed applications will be accepted. The Gauteng Department of Human Settlements promotes equal opportunity and aims to implement affirmative action measures to address the disadvantages in employment. Preference may be given to appointable applicants from the underrepresented designated groups in terms of the department’s equity plan. Candidates whose appointment will promote representativity in terms of race, disability, youth & gender will receive preference. Whites, Indians, Coloureds and Persons with disabilities are encouraged to apply. It is the applicant’s responsibility to have foreign qualifications evaluated by the South African Qualifications Authority (SAQA). Applications should be submitted strictly online at and it should be accompanied by a new Z83 and a comprehensive Curriculum Vitae (CV) only. Certified copies of qualifications, Identity and valid driver’s license (where driving/travelling is an inherent requirement of the job) will be limited to shortlisted candidates only. Correspondence will only be limited to shortlisted candidates. If you have not been contacted within 3 months of the closing date of this advertisement, please accept that your application was unsuccessful. For all SMS positions, the successful completion of the Public Service Senior Management Leadership Programme as endorsed by the National School of Government and possession of the SMS Pre-Entry Certificate is required prior to appointment. For more details on the pre-entry course visit: Following the interview and exercise, the selection panel will recommend candidates to attend a generic management competency assessment (in compliance with the DPSA Directive on the implementation of competency-based assessments). The competency assessment will be testing generic management and development for SMS posts. The Department reserves the right not to make appointment(s) to the advertised post(s).

Employer : Department of Human Settlements

Location : Johannesburg

Closing Date :

Criteria Questions

Do you have Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment?

Do you have minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management?

Do you have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, Nat

Are you in possession of a valid SA drivers license?

Please Notes :

• Due to the large number of applications we envisage receiving, applications will not be acknowledged. If youdo not receive any response within 3 months, please accept that your application was not successful.

Join to apply for the Manager, Credit Portfolio Management role at Standard Bank Group

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

The role of Portfolio management is to develop and lead the analysis and reporting of credit risk within BCB Africa Regions. Engage and use analytics to further add insights into the key drivers of the portfolio performance. Monitor and assess the risks that are inherent within the portfolio of assets across the Credit lifecycle. Provide senior management and country with a constructive and holistic view of risk within the portfolio so as to assist management in the effective understanding and mitigation of risk and achieve the department’s strategic goals and objectives on parameter changes. Serve as a primary resource of data, reports to both business and wider credit on how to effectively address portfolio performance. Production, distribution and rationalisation of reports to key committees. In this manner, support and coverage is provided across 14 African countries across each business product.

Type of Qualification: First Degree
Field of Study: Financial Management; Accounting; Risk Management
Experience Required: Credit Risk – BCB; Risk & Corporate Affairs
Minimum 5 years
Experience in analytical work (ideally in Credit Risk). Experience in managing a credit portfolio; managing credit risk. Understanding of the credit value chain and economic environment impact.

Behavioural Competencies:

• Articulating Information
• Examining Information
• Exploring Possibilities
• Interpreting Data
• Providing Insights
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Evaluating Risk Management Effectiveness
• Performance Management
• Statistical & Mathematical Analysis
• Strategic Planning and Reporting
• Industry Knowledge

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or (email protected)

• Mid-Senior level

• Full-time

• Finance and Sales

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