wealth management assistant jobs in Rivonia

Wealth Manager Assistant (JB5812)Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)R15 000 - 20 000 CTC per monthContractSupport an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly...

Wealth Manager Assistant (JB5812) Johannesburg West (Hybrid – work from home with 2 in-person meetings per week) R15 000 - 20 000 CTC per month Contract Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through. Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done...

Bring your possibility to life! Define your career with us- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To build and maintain professional business...

Designation: Wealth Adviser Assistant (ADP) | Rosebank, Gauteng | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 19 Jan 2026 Reference Number: POS40254 Closing date: 02-Feb-2026 Position Type: Permanent Location: Rosebank Overview: VACANCY | WEALTH ADVISER ASSISTANT (ADP) |...

Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services. The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base...

Minimum requirements: - Matric (Grade 12) required - RE5 Certificate preferred (or willing to obtain within 12 months) - Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management - Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) - Proven experience in new business processing and client servicing -...

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...

Product Development Manager - Wealth Mgt Innovative Wealth Mgt business seeks analytical and proactive indiv. Key role to manage and contribute toward development & implementation of products, special projects and initiatives for Wealth Mgt business (Stockbroking, Portfolio / Asset Mgt, Financial Advisory etc). Main Responsibilities: - Be instrumental in exploring, researching and assessing...

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,...

Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Must have RE5 Must have a Degree/NQF level 7 (FSCA approved) Must have at least 3 to 5 years' experience as a Wealth ManagerAchieve gross production target as indicated in scorecard.Achieve...

Job Description 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...

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...

Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business – on their 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...

Wealth Manager Assistant (JB5812) Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week) R CTC per month Contract Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through. Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment - Conduct financial planning, risk analysis, and asset allocation strategies. - Maintain strong client relationships and ensure compliance with financial regulations. - Display strategic thought...

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...

Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most...

Minimum requirements: - Matric (Grade 12) required - RE5 Certificate preferred (or willing to obtain within 12 months) - Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management - Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) - Proven experience in new business processing and client servicing -...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. - Conduct financial planning, risk analysis, and asset allocation strategies. -...