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wealth administrator jobs in Ethekwini
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 13, 2026 Job Description - To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of...
Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources...
Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...
About Us: Our Client is an established South African wealth and accounting firm dedicated to providing financial solutions to individuals and businesses. They offer expert advice, comprehensive planning, and strategic services to ensure financial success and stability for their clients. Their well-established Durban North head office seeks an experienced a Payroll Administrator to join their...
Job Number- 72986 Job Type- Permanent Job Title- Financial Administrator Computer Skills- Ms Office Industry- Financial Services City- eThekwini (Durban) Province- Kwazulu Natal- We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change.- We will train and mentor you in wealth management and creation, to be a Financial...
Position: Regional Manager Location: KZN Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to reach target? Then raise your hand because WE'RE HIRING!! It’s our mission to unleash the potential in our team, and we...
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 28, 2026 Skill Set What You’ll Bring to the Team: - Demonstrate Strong sense of accountability. - Demonstrate the ability to formulate objectives, interpret organizational strategy and translate into action plans - Demonstrate high levels of attention to detail - Strong sense of business acumen - Have good...
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 09, 2026 Description of the role Main responsibilities: - Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client...
Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...
Duties and responsibilities: - Managing all aspects of a Personal portfolio - Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously - Growing volume of business with existing client base - Learning and understanding a wide variety of personal insurance products - Keeping up to date with current legislation and...
Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment executive sales financial planners to be based in its Durban & Gauteng...
Salaried Financial Advisors: Durban --------------------------------------------------------------- Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for...
Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...
Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources...
What will you do? The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets. 1. Support Financial Advisors in: • Rendering ongoing technical advice and support • Partnering with Financial Advisors to reach production targets •...
Department & Region:Financial Advisors:Durban / Johannesburg / Cape Town --------------------------------------------------------------- Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche...
Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...