Senior Wealth Manager jobs in Edenvale

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...

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...

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...

A leading financial services firm in Johannesburg is seeking a Senior Paraplanner/Client Relationship Specialist. This role focuses on providing exceptional service and developing trusting relationships with private wealth clients. Responsibilities include client reviews, managing leads, and ensuring compliance with regulations. The ideal candidate will have a recognized FSCA qualification,...

A financial services firm is seeking a Senior Financial Advisor in Johannesburg to deliver exceptional financial guidance to high-net-worth clients. The ideal candidate will develop customized financial strategies and maintain strong client relationships. Required qualifications include a bachelor's degree in a relevant field and proven experience in financial advisory roles. This position offers...

A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This...

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...

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...

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...

A financial planning practice is seeking an experienced Wealth Administrator to step into a Client Relationship Manager role in Johannesburg. The ideal candidate will manage client communications, process paperwork, and collaborate with financial planners. A minimum of 3 years' experience, a Matric qualification, and familiarity with financial planning tools are essential for ensuring a seamless...

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 To execute projects on time and in budget, whilst fulfilling and delivering contractual obligations through effective management, is a safe and ethical manner. Manage the project enthusiastically within the financial, quality and time constraints of the specific project. Provide project control function strategies Build and manage a world class Project Management Team...

Minimum requirements: - Matric (Grade 12) required - RE5 Certificate preferred (or willing to obtain within 12 months) - Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management - Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) - Proven experience in new business processing and client servicing -...

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...

A leading financial institution in Johannesburg is seeking a full financial services advisor to provide investment and estate planning advice to high-income clients. The successful candidate will achieve sales targets, maintain expert knowledge on financial products, and ensure compliance with regulations. This role involves building customer relationships, analyzing financial information, and...

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....

Insurance and Wealth Creation Professionals t/a IWCP 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...

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...

Wealth Manager Assistant (JB5812)Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)R15 000 - 20 000 CTC per monthContractSupport 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...

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....