wealth management associate jobs in Bellville

Job Description, Job Purpose: To partner with the wealth manager to mainly address risk planning related needs that the tail-end clients have and to cultivate new and existing client relationships for building own book of risk insurance and investments clients. An associate is required to have client acquisition and management skills as well as holistic financial planning and product knowledge....

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...

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. 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. -...

A wealth management company is looking for an experienced and proactive Senior Wealth Assistant who is fluent in English and Afrikaans to support Wealth Managers and Advisors. The successful candidate will assist with financial reviews, retirement and investment instructions, and ensure clients receive exceptional service. Responsibiltiies - Support Wealth Managers/Advisors with new and...

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation. Education and experience: - Matric - Administrative/secretarial experience is essential - 2-3 years'...

Real World Commercial Solutions to Create a Healthier World In RWCS we're passionate about improving the life sciences ecosystem and making decisions that accelerate innovation for a healthier world. Every day our team develops evidence-based strategies that are used in published research, clinical guidelines, and market access decisions, to improve healthcare at every touchpoint. We design and...

Post Number ITS C006) Faculty/Department University of the Western Cape -> Community & Health Sciences -> Centre for Interdisciplinary Studies of Children, Families and Society (CISCFS) Type of Position Permanent - Full Time Length of Contract Period Location Main Campus - Bellville, WC ZA (Primary) Closing Date 13/2/2026 Role Clarification & Key Performance Areas The University of...

Key Responsibilities - Acquire new clients and manage existing client portfolios. - Deliver tailored investment solutions and ongoing portfolio management. - Conduct annual reviews and maintain consistent client communication. - Identify market opportunities and rebalance portfolios as needed. Requirements - BCom in Finance, Investments, Economics, or related field. - Professional...

Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...

Job Description This is an incredible opportunity for an Operational Due Diligence Administrator to take complete ownership of due diligence processes for new & ongoing clients at South Africa’s leading wealth management group. This Operational Due Diligence Administrator role is Cape Town-based with a CTC of R400K per year. THE COMPANY This company is the leader in South African wealth...

A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...

Job Classification Requisition - 143332- 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...

Introduction- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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...

Apply Here: Position Preview Job Title:Private Wealth Manager Type of Work:Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into:Regional Manager JOB PURPOSE In this role, you'd be required to meet with prospects and clients, conducting...

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. FNB introduction Welcome to FNB, the home...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

Job Description To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client Portfolio Administrator will perform all...

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...