Senior Wealth Manager jobs

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...

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...

An established industry player is seeking passionate Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to work with high-net-worth clients, providing tailored offshore and onshore advice. You will receive extensive training and mentorship to enhance your skills and support your clients effectively. With a commitment to...

An exciting opportunity awaits a seasoned Wealth Manager eager to shape financial destinies at a prestigious bank. This role requires a blend of advanced financial qualifications and significant investment management experience, both locally and offshore. The ideal candidate will possess a strong background in financial planning, compliance with FAIS mandates, and a passion for guiding clients...

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...

A leading recruitment firm is looking for a Relationship Manager in Cape Town to manage high net worth client accounts. You will provide advice, ensure optimal service, and integrate various products and services to meet clients' needs. The ideal candidate will have at least 5 years of client-facing experience in private or investment banking and a degree in Finance or related field, with an MBA...

A leading financial institution in Johannesburg is seeking a professional to secure new personal insurance customers. The role includes providing tailored insurance solutions and ensuring excellent customer service, while maintaining a high level of professionalism. Candidates must have at least 5 years of experience in personal short-term insurance and excellent communication skills. The...

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...

A financial services institution in Johannesburg is seeking a Wealth Manager to provide expert advice on investments and estate planning to high-income clients. The role requires a Degree/NQF level 7 and RE5 certification, along with 3 to 5 years of experience. Responsibilities include achieving sales targets, maintaining client relationships, and ensuring compliance with internal policies. This...

A leading financial services provider seeks a Wealth Manager based in Johannesburg. The role emphasizes serving high-income clients with investment and financial planning advice. Candidates must have an RE5 certification and a degree/NQF level 7. A minimum of 3 to 5 years of relevant experience is required. The position includes achieving sales targets, building client relationships, and...

A leading financial services company is seeking a Wealth Manager to offer comprehensive financial advisory services that focus on investments and estate planning for high-income clients. The ideal candidate must hold an NQF level 7 qualification, possess RE5 certification, and have 3 to 5 years of relevant experience. Key responsibilities include achieving sales targets, maintaining expert market...

A leading financial services firm in Johannesburg is seeking a Wealth Manager to provide tailored financial services to high-income clients. Responsibilities include advising on savings, investments, and estate planning, while achieving sales targets and maintaining compliance with industry standards. Ideal candidates will possess a Degree/NQF level 7 and RE5 certification, alongside 3 to 5 years...

A major financial service provider is seeking a Wealth Manager in Johannesburg to offer financial services advice to high-income clients. The ideal candidate will have a degree, RE5 certification, and 3 to 5 years of experience. Responsibilities include achieving sales targets, ensuring compliance with regulations, and effectively managing client relationships. This full-time role provides an...

A reputable financial advisory firm is seeking a Senior Wealth Advisor in Durban to build and manage a high-net-worth client portfolio. The role requires a blend of financial expertise and relationship management skills, with at least 5 years of experience in investment and insurance sectors. The ideal candidate will have strong client service focus and excellent communication skills, along with...

A leading financial advisory group in George, South Africa, seeks a Wealth Manager to provide comprehensive financial services to high-income clients. The successful candidate will deliver investment, savings, and estate planning advice, ensuring compliance with regulations. Ideal candidates will hold a relevant degree and have 3 to 5 years of experience in wealth management. Join us for an...

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...

A financial services company in Cape Town seeks a skilled Senior Wealth Assistant to support Wealth Managers. Key responsibilities include managing client interactions, processing new business, and ensuring compliance with financial regulations. Ideal candidates should possess a Matric, an NQF 6 certification, and relevant experience in the investment industry. Fluency in English and Afrikaans is...

A recruitment agency is seeking an experienced Paraplanner in Randburg, South Africa. The role involves providing administrative and technical support to Financial Advisers and Wealth Planners, including the preparation of financial plans and proposals. Ideal candidates should have a relevant financial qualification and at least 5 years of experience in the financial sector, particularly within...

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...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISTANT 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...