wealth management assistant jobs in Table View

EQ-FIN Bryanston - Wealth Planner Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent, Full Time Published: 10 hours ago Unlimited Earning Potential: Rewards and Incentives Introduction Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a...

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on...

Job Title: Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning...

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation. Education and experience: - Matric - Administrative/secretarial experience is essential - 2-3 years'...

Job description:Responsibilities: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients - Prepare investment review appointments -...

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 Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re seeking a dynamic Wealth Manager to...

Overview Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team! If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your...

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...

Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate...

A leading South African bank is seeking a Private Wealth Banker to build and maintain professional relationships with clients. This role involves achieving financial targets, acquiring new clients, and ensuring compliance with regulatory standards. The ideal candidate will have a B-degree in Business or related fields and 3-5 years of experience in Private or Wealth Banking, with strong skills in...

A leading financial technology provider is seeking an experienced Account Manager in Cape Town. This role focuses on building client relationships, driving revenue growth, and ensuring satisfaction within the Wealth Financial Advice segment. Candidates should have over 5 years in financial services and strong expertise in financial advice software. The company offers a flexible work culture with...

CT - Relationship Manager - Wealth and Investment Job Openings CT - Relationship Manager - Wealth and Investment About the job CT - 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...

Our Client 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...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial...

Wealth Manager Position Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients? Is this you? You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and...

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...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) - Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - Type: Permanent - Hours: Full Time - Published: 3 days ago - Unlimited Earning Potential - Rewards and Incentives - EE/AA, Non EE/AA Introduction Are you looking...

Overview Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of...

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...

A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client...