wealth management jobs in Centurion

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...

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,...

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...

A highly respected and established wealth management practice, is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy, compliance, and delivering high-quality financial planning support within a reputable, long-term focused environment. This practice is known for its professional standards, stable...

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...

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...

Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills.. you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive...

Join EQ-FIN as a Wealth Planner Shape Your Future, Empower Others Opportunities in the Pretoria Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 09, 2026 What You’ll Be Doing: - Work directly with clients to assess their financial needs - Build and maintain a strong client base and earn high commissions - Provide financial advice on investments, retirement planning, and insurance - Build your own personal wealth while helping clients reach their financial...

Designation:- Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent- Category:- Administration and Operations- Job Level:- Semi-skilled and discretionary decision making- Posted by:- PSG Financial Services- Posted on:- 05 Nov 2025- Reference Number:- POS40121- Closing date:- 16-Nov-2025- Position Type:- Permanent- Location:- Die Wilgers Lynnwood Road- Overview:VACANCY | SENIOR...

Description To deliver exceptional experience and education to Private 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.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following: - Process increases and alterations on existing business - Liaison with clients, written and verbal communication - Capturing and maintaining workflow on the workflow system - Scan...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 04, 2026 Job Summary - Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques. Job Description - Solutioning & Advisory: Provide ongoing support to senior advisors in driving business development and...

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 To deliver exceptional experience and education to Private 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.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities - Acquire new clients by building great relationships internally and externally. - Manage pipeline...

Designation: Wealth Adviser | Pretoria, Gauten Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...

We at Liberty are looking for Dynamic, Experienced Sales Executives to join our fast growing team and become a professional Wealth Sales Advisor Liberty, one of the leading and most prestiges financial services company is now recruiting candidates with great sales acumen, excellent negotiation and networking skills and a desire to grow within a company We provide full training on all Liberty...

Designation: Wealth Adviser | Pretoria, Gauteng Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...