Wealth Manager Position Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients? Is this you? You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and...
An established industry player is seeking a skilled Wealth Manager to join their dynamic team. In this pivotal role, you will provide comprehensive financial planning guidance, ensuring clients achieve their financial goals while adhering to ethical standards and regulatory compliance. You will manage and grow a diverse client base, delivering expert advice on investment strategies, retirement...
A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...
Our client, a leading player in the insurance sector, is looking for an experienced Regional Sales Manager to lead and grow a high-performing sales team (Broker Consultants) in the Cape Town region. The ideal candidate must be ready to lead from the front and grow a region through strategic sales management. Minimum Qualifications - Minimum 5 years’ experience in the Life Insurance industry -...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Job Description Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base. Responsible to work with and through others to build and maintain relationships. Requirements Formal Qualifications - Matric - A three years national...
Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus V&A Waterfront Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Others...
SUMMARY Are you ready to take ownership of risk in a fast-paced, client-centric financial environment as a R POSITION INFO Are you ready to take ownership of risk in a fast-paced, client-centric financial environment? This is your opportunity to play a key role in shaping and strengthening risk culture within a leading wealth team. Who we are We’re a forward-thinking financial services group...
Are you a driven client-focused professional with a passion for investments and a talent for building strong intermediary relationships? This is your opportunity to lead growth in one of the most dynamic regions in the country. As a Business Development Manager, you’ll be responsible for managing and expanding a portfolio of Independent Financial Advisors (IFAs), driving retail investment inflows...
Role Purpose 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 their counterparts. The SIC/IFA business relationship will be strengthened by client engagers (diversity), first-class service,...
Description This role offers an opportunity to build your financial advisory knowledge and assist in relationship management of our private clients through supporting a Financial Adviser. You will be able to execute certain products yourself and will be part of the broader Private Client ecosystem. You will build relationships with bankers to deliver a wholistic proposition to our clients. By...
Job Advert Summary The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked...
A leading firm in financial advisory seeks an Experienced Financial Planner in Cape Town. The role involves client consultation, developing tailored financial strategies, managing investments, and ensuring compliance with regulations. Ideal candidates hold a Bachelor's degree in a relevant field, possess certifications like CFP or CFA, and have at least 5 years of experience in financial...
About us Ninety One is an independent, active global asset manager with R3,4 trillion * of assets under management. Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Our distinctive...
An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing...
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 Investment Consultant crafts passionate,...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Recruiter HR Genie Job Ref D 2603 FIN Date posted Sunday, January 11, 2026 Location Cape Town, South Africa Salary Market related Overview Helping clients navigate complex financial landscapes and make informed financial decisions. Position Info A well known company within the financial sector is looking for an Experienced Financial Planner: Qualification and experience -...
Overview Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...
Overview Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The para-planner will...