wealth management assistant jobs in Centurion

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric philosophy. Responsibilities: Strategic...

What Youll Do: - Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore. - Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans. - Conduct regular portfolio reviews and make data-driven...

A respected wealth management practice is looking for a skilled Paraplanner to enhance their advisory support. In a structured environment, this role requires preparing financial plans, conducting investment research, and ensuring compliance with regulations. The ideal candidate should have 2+ years in paraplanning, a strong understanding of financial and retirement planning, and proficiency in...

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own...

Role Purpose Are you passionate about people, curious about the world of investments, and ready to start building your career in financial services? Join us as a Wealth Service Intern and get hands-on exposure to what exceptional client service really looks like in a business that believes investing is personal. This internship is designed to give you a front-row seat to the heartbeat of our...

Job category: FMCG, Retail, Wholesale and Supply Chain Location: Centurion Contract: Permanent Remuneration: Market Related EE position: No About our company Amka is a South African home grown company with over 60 years in the Health and Beauty Industry. We are among the top 5 in South Africa. Our Vision is to be “Brand leaders in the Health, Beauty and Home Care Industry.” Our purpose is...

Job Description Our client is looking for an experienced leader with a passion for the fast-moving consumer goods (FMCG) industry. They are seeking a dynamic individual to join their team as an Assistant Manager. As the Assistant Manager, you will play a pivotal role in the efficient operation of the store, ensuring exceptional customer service and managing a large staff compliment. -...

Job Title: Product Management Assistant Use your experience in Product Management Assistance and leadership qualities to drive performance in our client's modern, high-tech environment. Based in Centurion, the company is a responsible supplier of best-of-breed products with a strong focus on standards. What's on offer: - A comprehensive salary package (basic salary, retirement fund...

Job Description/Duties: • Plan and ensure execution of Sales Manager’s activities with regards to: Meetings, Agendas, Deadlines, Diary, and Appointments • Manage the follow up system and ensure effective communication in this regard • Ensure efficient time management • Arrange correct documentation for meetings and appointments • Manage and submitting of HR related claims and documents for Sales...

A reputable consulting firm based in Centurion is seeking a results-driven Financial Manager to oversee its finance function. The company provides expert consulting services across diverse industries and is committed to delivering value, efficiency, and strategic guidance to its clients. We are looking for a seasoned finance professional to ensure accurate financial management, compliance, and to...

Decofurn is a furniture retailer with 11 stores nationwide. Our unique warehouse/factory shop concept has been developed with over 32 years of experience in the furniture industry. Our Group is a leading importer, manufacturer, and retailer of furniture and related products. We are looking for an Assistant Warehouse Manager to join our team in Centurion. The Role You will be responsible for...

The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs. Key Responsibilities: - Strategic Wealth Management: - Conduct comprehensive assessments of clients’...

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...

Job Description Use your experience in Product Management Assistance and leadership qualities to drive performance in our client's modern, high-tech environment. Based in Centurion, the company is a responsible supplier of best-of-breed products with a strong focus on standards. What's on offer: - A comprehensive salary package (basic salary, retirement fund contributions) - Full training -...

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputable long-term focused environment. This practice is known for its professional standards stable...

Job Description Our client is looking for an experienced leader with a passion for the fast-moving consumer goods (FMCG) industry. They are seeking a dynamic individual to join their team as an Assistant Manager. As the Assistant Manager, you will play a pivotal role in the efficient operation of the store, ensuring exceptional customer service and managing a large staff...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition,...

Overview Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. The client’s diverse portfolio spans retail and institutional businesses, including asset managers, collective investment scheme...

An established industry player is seeking a Wealth Management Specialist to drive personalized financial strategies. This role emphasizes evaluating clients' financial situations and crafting tailored investment plans to enhance wealth. You'll be at the forefront of wealth management, conducting portfolio reviews, educating financial advisers, and implementing innovative financial strategies. If...

An established industry player is seeking a dynamic Head of Wealth Management to lead the implementation of innovative wealth strategies. This pivotal role involves empowering financial advisers with investment insights, enhancing client relationships, and promoting a client-centric approach to financial wellness. You will be at the forefront of driving growth and ensuring compliance within a...