wealth management associate jobs in Western Cape

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...

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 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. -...

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 for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

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...

Our client based in Tokai is looking to add to their team.Is this you?You’ve worked in an office servicing multiple financial planners as their assistant or perhaps you have worked in a wealth management team supporting the wealth manager but you’re keen to make a change. You want more independence and a less corporate environment.Details of the role:- Reports to Senior Wealth Manager (CEO)-...

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 Manage and grow a portfolio of high net worth...

A premier recruitment agency is searching for a strategic leader to drive growth for a wealth and investment association in South Africa. This senior leadership role involves designing and executing business development strategies, engaging Associates, and expanding investment strategies. The ideal candidate will have at least 8 years of experience in business development within financial...

Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align...

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...

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 for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

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...

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...