Division / Department: Wealth Management Job Title: Wealth Management Associate (WMA) Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client‑centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager, by...
A leading financial services company in Durbanville seeks an Associate Wealth Manager to partner with wealth managers, addressing clients' risk needs and cultivating relationships. Ideal candidates have a Business Degree, relevant experience in risk insurance sales, and strong client management skills. This full-time role offers a variable earning potential based on commissions and requires skill...
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...
A reputable financial services firm in Bellville is seeking a highly skilled Senior Wealth Assistant. The successful candidate will provide professional support to the Wealth Manager in financial planning and client administration. Responsibilities include processing new client documentation, servicing existing clients, and ensuring compliance with financial legislation. Ideal candidates will...
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...
A leading financial services firm in Cape Town is looking for a Wealth Manager to enhance their team. This role requires fostering relationships with high net-worth clients, innovating solutions, and achieving sales targets in line with the company’s goals. Ideal candidates should possess a relevant honours degree, 5+ years in wealth management, and must hold RE5 certification. A commitment to...
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 leading insurance company in Durban is offering an exciting opportunity for unemployed youth to join their 18-month Learnership Programme starting in 2026. This programme provides workplace experience and the chance to obtain a Wealth Management NQF level 4 qualification. Ideal candidates are aged between 18-35, South African citizens, and from previously disadvantaged backgrounds. Candidates...
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...
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. Are you someone who can: - Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals. - Achieve...
Wealth Manager page is loaded## Wealth Managerlocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R31570# Job DescriptionTo 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...
A leading financial services provider is offering an 18-month Learnership Programme aimed at unemployed youth interested in sales and customer service within the insurance industry. This role provides valuable workplace experience and the chance to obtain a Wealth Management NQF level 4 qualification. Ideal candidates should have Grade 12, be between 18-35 years old, and are encouraged to apply...
time left to apply End Date: February 13, 2026 (21 days left to apply) job requisition id R31564 Job 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. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design...
Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate...
Wealth Manager page is loaded## Wealth Managerlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 28, 2026 (6 days left to apply)job requisition id: R37744# Job DescriptionTo 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...
A leading wealth management firm in Pretoria is seeking experienced Wealth Managers to support high-net-worth clients with tailored financial advice. The role requires over 5 years of industry experience and a strong ethical standard. You will receive extensive training and mentorship to enhance your skillset. The firm offers a range of products, including offshore and onshore services, ensuring...
A financial services provider in George, Western Cape is looking for an experienced Wealth Manager to inform customers on financial products and develop financial plans. The ideal candidate will possess a relevant degree and have 3 to 5 years of experience working with high-income clients. Responsibilities include achieving sales targets, ensuring compliance with industry standards, 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...
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...
Job Location: George, Western Cape, South Africa Application Deadline: February 13, 2026 Are you someone who can: - Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue and increase the organisation's customer base. - Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer...