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,...

Introduction- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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...

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...

Introduction- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Disclaimer- As an applicant, please verify the legitimacy of this job advert on our...

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...

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...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : January 31, 2026 Job Summary - To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks. Job Description - New...

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...

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...

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...

Introduction A leading company in the medical scheme and private healthcare sector is looking for an experienced Corporate Health Manager to join their dynamic Centurion office. The Corporate Health Manager plays a critical role within the business development team, focusing on enhancing sales and market penetration of the Scheme in key target segments. This role will lead a team of consultants...

Introduction- Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer- As an applicant, please verify the legitimacy...

Roles and Responsibilities Benefits | Perks: Company Laptop Employee Benefits depending on age restrictions. Possible incentives - as per the Company Incentive Policy. Location: Centurion,0046 Working conditions: Monday Friday 8:00 am 16:00 pm with 1 hour lunch break included. Due to the nature of the business, it is required that you be available to clients / urgent matters outside of these...

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...

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

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...

Key Responsibilities: - Proactively engage with individuals and business clients to understand financial goals and introduce tailored solutions. - Build and manage your own client portfolio through prospecting, networking, and referrals. - Develop holistic strategies across investment, risk, retirement, and wealth creation in collaboration with internal experts. - Conduct regular financial needs...