wealth management jobs in Midrand

The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs. Key Responsibilities: - Strategic Wealth Management: - Conduct comprehensive assessments of clients’...

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 -...

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...

A leading wealth management firm in Randburg is seeking an experienced Financial Advisor. The role involves assisting high-end clients with their long-term financial objectives, such as retirement and estate planning. Candidates should have at least two years of experience as a Financial Advisor and possess a business-related degree or be studying towards one. This position offers competitive...

Designation: Wealth Adviser Assistant (ADP) | Rosebank, Gauteng | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 19 Jan 2026 Reference Number: POS40254 Closing date: 02-Feb-2026 Position Type: Permanent Location: Rosebank Overview: VACANCY | WEALTH ADVISER ASSISTANT (ADP) |...

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...

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...

Who are we? Sanlam Developing Markets [SDM] (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Location: Midrand, Gauteng Department: Sales– Business Development Manager Work Environment: Hybrid Join a Leading ERP Solutions Team at SynergERP SynergERP provides innovative Business Management Solutions (including ERP, HR & Payroll and CRM) tailored to help organisations achieve financial and operational excellence. SynergERP operates across multiple countries, currently SA & Dubai, on a...

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa's #1 Investment company, is seeking an experienced Regional Manager to join their team in Midrand , Gauteng . In this high-impact role, you'll lead from the front —overseeing operations, igniting performance, and delivering excellence across a thriving portfolio of more than 5,000 residential units . If you are...

Our client is the holding company of some of South Africa’s leading financial service providers. Their portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. They seeking a passionate and leading Regional Sales Manager who will be responsible for the Tied Financial Advisory Services strategy, tactically...

The successful candidate will function as the link between business objectives and technology development capabilities. The candidate will primarily be involved in the analysis and support of functionality. Responsibilities - Develop business requirement specifications through well facilitated discussions and interviews with relevant stakeholders - Responsible for looking at tickets, following...

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Direct message the job poster from DAV Professional Placement Group We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients. What You’ll Do: - Provide expert investment advice and develop bespoke strategies aligned with clients’...

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric philosophy. Responsibilities: Strategic...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

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,...

An established industry player is seeking a Wealth Management Specialist to drive personalized financial strategies. This role emphasizes evaluating clients' financial situations and crafting tailored investment plans to enhance wealth. You'll be at the forefront of wealth management, conducting portfolio reviews, educating financial advisers, and implementing innovative financial strategies. If...

An established industry player is seeking a dynamic Head of Wealth Management to lead the implementation of innovative wealth strategies. This pivotal role involves empowering financial advisers with investment insights, enhancing client relationships, and promoting a client-centric approach to financial wellness. You will be at the forefront of driving growth and ensuring compliance within a...

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...