11 Wealth manager Jobs and Work in Pretoria Gauteng

Branch Manager - Boulders
Sanlam —Midrand, Gauteng
Branch Consultant/ Financial Advisor - Sammy Marks
Sanlam —Pretoria, Gauteng
Branch Consultant/ Financial Advisor - Boulders
Sanlam —Pretoria, Gauteng
Branch Manager - Kimberly
Sanlam —Pretoria, Gauteng
Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | Permanent
PSG Konsult Ltd. —Pretoria, Gauteng
Portfolio Administrator | Pretoria, Gauteng | Permanent
PSG Konsult Ltd. —Pretoria, Gauteng
2d
Development Manager: SLS: SanlamConnect: Gauteng North: Lynnwood
Sanlam —Pretoria, Gauteng
2d
Consulting Manager: Healthcare | Pretoria, Gauteng | Permanent
PSG Konsult Ltd. —Pretoria, Gauteng
3d
AI & Data Strategy Senior Manager
Accenture —Midrand, Gauteng
- Full-time
Sales Consultant (Independent Solutions): SLS: SanlamConnect: Gauteng North: Lynnwood
Sanlam —Pretoria, Gauteng
Strategy Manager (Banking & Insurance)
Accenture —Midrand, Gauteng
- Full-time

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Branch Consultant/ Financial Advisor - Sammy Marks
Sanlam —Pretoria, Gauteng
Keep up to date with own registration, product knowledge and maintenance of own CPD points. Manage own capacity to ensure daily appointments are being…

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Branch Manager - Boulders

Sanlam -
Midrand, Gauteng

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Job Details

Permanent

Full Job Description

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, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
Ensure retail branch sales delivery and establish and drive a service culture.
Ensure compliance, quality, and risk management.
Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
Monthly planning and reporting of sales and service activities in the Branch.
Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Education and Experience:

Matric (Grade 12).
RE1 and RE5.
120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
Class of Business accreditation (annual).
Compliant with continuous professional development (CPD) current and past cycles.
A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
Service Management experience is essential.
Insurance sales experience.
Credit and lending experience.

Knowledge, Skills and Competencies:

Sales tactics and approaches.
Stakeholder engagement and management.
Customer service and engagement.
Relevant Regulatory frameworks, policies, and standards.
Sanlam insurance products (ideal).
People management practices and principles.
Business Acumen.
Computer literate.
Data and analytics (including data visualisation).
Project management.
Critical thinking and problem-solving skills.
Strong communicator (verbally and in writing).
Able to lead and motivate a team.
Driven to exceed targets.
Organising skills.
Adaptable and able to learn quickly.
Resilient and open to change.

Personal Attributes

Interpersonal savvy - Contributing through others

Decision quality - Contributing through others

Directs work - Contributing through others

Optimises work processes - Contributing through others

Core Competencies

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

Why join us?

Competitive salary and performance-based incentives.
Comprehensive benefits package.
Opportunities for career advancement within a growing organization.
A supportive and collaborative work environment.
Ongoing training and development programs.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Apply Now

Refine Your Search

wealth manager jobs in pretoria gauteng

Branch Manager - Boulders

Branch Consultant/ Financial Advisor - Sammy Marks

Branch Consultant/ Financial Advisor - Boulders

Branch Manager - Kimberly

Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | Permanent

Portfolio Administrator | Pretoria, Gauteng | Permanent

Development Manager: SLS: SanlamConnect: Gauteng North: Lynnwood

Consulting Manager: Healthcare | Pretoria, Gauteng | Permanent

AI & Data Strategy Senior Manager

Sales Consultant (Independent Solutions): SLS: SanlamConnect: Gauteng North: Lynnwood

Strategy Manager (Banking & Insurance)

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