Senior Wealth Manager jobs in Edenvale

A leading financial services provider in Johannesburg is seeking a full financial services advisor to guide high-income clients on savings, investments, and estate planning. Ideal candidates must possess RE5 and a degree at NQF level 7, along with 3 to 5 years of Wealth Management experience. This role demands a strong focus on achieving production and sales targets, maintaining compliance with...

An established industry player is seeking passionate Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to work with high-net-worth clients, providing tailored offshore and onshore advice. You will receive extensive training and mentorship to enhance your skills and support your clients effectively. With a commitment to...

A leading financial institution in Johannesburg is seeking a professional to secure new personal insurance customers. The role includes providing tailored insurance solutions and ensuring excellent customer service, while maintaining a high level of professionalism. Candidates must have at least 5 years of experience in personal short-term insurance and excellent communication skills. The...

A leading financial services firm in Johannesburg is seeking a Senior Paraplanner/Client Relationship Specialist. This role focuses on providing exceptional service and developing trusting relationships with private wealth clients. Responsibilities include client reviews, managing leads, and ensuring compliance with regulations. The ideal candidate will have a recognized FSCA qualification,...

A recruitment agency is seeking an experienced Paraplanner in Randburg, South Africa. The role involves providing administrative and technical support to Financial Advisers and Wealth Planners, including the preparation of financial plans and proposals. Ideal candidates should have a relevant financial qualification and at least 5 years of experience in the financial sector, particularly within...

A leading financial services provider seeks a Wealth Manager based in Johannesburg. The role emphasizes serving high-income clients with investment and financial planning advice. Candidates must have an RE5 certification and a degree/NQF level 7. A minimum of 3 to 5 years of relevant experience is required. The position includes achieving sales targets, building client relationships, and...

A financial services institution in Johannesburg is seeking a Wealth Manager to provide expert advice on investments and estate planning to high-income clients. The role requires a Degree/NQF level 7 and RE5 certification, along with 3 to 5 years of experience. Responsibilities include achieving sales targets, maintaining client relationships, and ensuring compliance with internal policies. This...

A leading financial services company in Johannesburg is seeking a Wealth Manager to provide expert financial advice and planning to high-income clients. The role requires a degree and RE5 certification, along with 3 to 5 years of relevant experience. As a Wealth Manager, you will achieve production and sales targets, maintain knowledge of financial products, and ensure client satisfaction through...

A leading financial services company is seeking a Wealth Manager to offer comprehensive financial advisory services that focus on investments and estate planning for high-income clients. The ideal candidate must hold an NQF level 7 qualification, possess RE5 certification, and have 3 to 5 years of relevant experience. Key responsibilities include achieving sales targets, maintaining expert market...

A leading financial services firm in Johannesburg is seeking a Wealth Manager to provide tailored financial services to high-income clients. Responsibilities include advising on savings, investments, and estate planning, while achieving sales targets and maintaining compliance with industry standards. Ideal candidates will possess a Degree/NQF level 7 and RE5 certification, alongside 3 to 5 years...

A major financial service provider is seeking a Wealth Manager in Johannesburg to offer financial services advice to high-income clients. The ideal candidate will have a degree, RE5 certification, and 3 to 5 years of experience. Responsibilities include achieving sales targets, ensuring compliance with regulations, and effectively managing client relationships. This full-time role provides an...

A financial services firm is seeking a Senior Financial Advisor in Johannesburg to deliver exceptional financial guidance to high-net-worth clients. The ideal candidate will develop customized financial strategies and maintain strong client relationships. Required qualifications include a bachelor's degree in a relevant field and proven experience in financial advisory roles. This position offers...

Distribution Strategy & Leadership - Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels. - Lead, mentor, and manage the distribution and business development teams with clear performance metrics. - Identify and build strategic partnerships with platform providers, advisors, and asset managers. - Strengthen...

Job Description To execute projects on time and in budget, whilst fulfilling and delivering contractual obligations through effective management, is a safe and ethical manner. Manage the project enthusiastically within the financial, quality and time constraints of the specific project. Provide project control function strategies Build and manage a world class Project Management Team...

A financial planning practice is seeking an experienced Wealth Administrator to step into a Client Relationship Manager role in Johannesburg. The ideal candidate will manage client communications, process paperwork, and collaborate with financial planners. A minimum of 3 years' experience, a Matric qualification, and familiarity with financial planning tools are essential for ensuring a seamless...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and...

Job Vacancy : Wealth Managers (New Business & Client Servicing Roles) Locations : Johannesburg, Cape Town, Durban Remuneration : New Business Role : Basic salary + high commission (3 options available) Client Servicing Role : Primarily salary-based + performance incentives An established and nationally represented advisory firm is seeking Wealth Managers for two key functions : New Business...

A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This...

A leading financial institution in Johannesburg is seeking a full financial services advisor to provide investment and estate planning advice to high-income clients. The successful candidate will achieve sales targets, maintain expert knowledge on financial products, and ensure compliance with regulations. This role involves building customer relationships, analyzing financial information, and...

A leading financial advisory firm in Johannesburg is seeking Wealth Managers for new business development and client servicing roles. Candidates should have a relevant financial qualification, sales skills, and experience. The position offers a competitive compensation structure with salary and commission options. This is an opportunity to engage clients from retirement funds and provide tailored...