Senior Wealth Manager jobs in Fourways

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 To build and maintain professional business...

Overview:The Senior Category Manager - Logistics is responsible for optimising the Total Cost of Ownership (TCO) for all logistics-related procurement across the Omnia Group on a global scale. This role is essential in strategically managing logistics services including transportation, distribution, and warehousing to ensure an acceptable level of supply risk, compliance with policies, 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...

Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services. The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base...

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 -...

POSITION DETAILS Manage the Restaurant areas and events in order to achieve financial, food and service standards JOB PURPOSEas set by the Company. Ensure that staff work there best to ensure a great client experience- Own transport required.- 3 - 5 years’ experience as a Restaurant Manager- At least 3-5 years’ experience in budget management- Well-organised with excellent multi-tasking...

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 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...

Product Development Manager - Wealth Mgt Innovative Wealth Mgt business seeks analytical and proactive indiv. Key role to manage and contribute toward development & implementation of products, special projects and initiatives for Wealth Mgt business (Stockbroking, Portfolio / Asset Mgt, Financial Advisory etc). Main Responsibilities: - Be instrumental in exploring, researching and assessing...

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. Must have RE5 Must have a Degree/NQF level 7 (FSCA approved) Must have at least 3 to 5 years' experience as a Wealth ManagerAchieve gross production target as indicated in scorecard.Achieve...

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...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. - Conduct financial planning, risk analysis, and asset allocation strategies. -...

Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business – on their own terms...

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...

Job Description Are you an IT Project Manager seeking new challenges? Well we have the right job for you! A well-established IT company is seeking a Senior Full Stack Developer to join their Johannesburg based team. Requirements: •5+ years’ experience in IT Project Management. •Solid understanding of SDLC. •Skilled in Requirements Analysis and Functional Breakdown. •Experienced in tools...

Wealth Manager Assistant (JB5812) Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week) R CTC per month Contract 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...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment - Conduct financial planning, risk analysis, and asset allocation strategies. - Maintain strong client relationships and ensure compliance with financial regulations. - Display strategic thought...

Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most...

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 -...

Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company’s wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected international jurisdictions. Responsibilities...