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wealth management associate jobs in Gauteng
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...
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 Business...
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: 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...
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 Overview 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...
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 through expertise and...
About Us Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. Duties & Responsibilities They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed...
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...
A leading recruitment agency is seeking a team leader for relationship management in wealth and investment. This role demands oversight of high net worth client portfolios, ensuring exceptional client service and compliance with regulations. The successful candidate will have over 8 years of experience in wealth management, leading teams in the banking sector, and delivering strategic insights....
Distribution Strategy & Leadership - Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels. - Lead, mentor, and manage the distribution and business development teams with clear performance metrics. - Identify and build strategic partnerships with platform providers, advisors, and asset managers. - Strengthen...
Apply Link: https://forms.office.com/r/5YDnyr3eqL NOTE: This position is only for South Africa. Candidates outside SA please do not apply. We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organization's business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate will bring...
A recruitment agency is seeking a Wealth Manager Assistant for their Johannesburg West office. This hybrid role involves providing administrative support to a Wealth Manager, managing client onboarding, and ensuring compliance with necessary regulations. The ideal candidate will have a completed Grade 12 and RE5 certification, alongside several years of experience in administration and supporting...
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...
Lead, Relationship Management, Wealth and Investment Job Openings Lead, Relationship Management, Wealth and Investment About the job Lead, Relationship Management, Wealth and Investment Purpose: To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advise, support and service to clients, to develop the business....
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...
A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and...
JHB - Relationship Manager, Wealth and Investment About the job JHB - Relationship Manager, Wealth and Investment Purpose: To manage an assigned portfolio of high net worth client accounts providing advice and relationship support ensuring optimal service, while integrating all products, services and resources, to ensure that their needs are met, thereby achieving the defined revenue targets...
Wealth Manager Assistant – Honeydew, Johannesburg. 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 and efficiently. Johannesburg West (Hybrid – work from home with 2 in-person meetings per...