Wealth Managers
3 weeks ago
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 incentivesAn established and nationally represented advisory firm is seeking Wealth Managers for two key functions:New Business Development Converting warm leads from members of company-sponsored retirement funds who have requested financial advice.Client Servicing Managing and retaining existing clients using a proprietary financial planning platform.Key Responsibilities:New Business:Engage and convert retirement fund members into clientsProvide tailored financial advice based on AUM tiers (up to R10M, R10MR20M, R20M+)Follow FAIS-compliant practices in lead conversionClient Servicing:Provide holistic financial planning and advice using internal systemsRetain, consult, and grow existing client portfoliosProactive and ad hoc servicing within set compliance and internal policies✅ Minimum Requirements:Regulatory Exam 5 (RE5)FAIS Category 1 or 2 RepresentativeRelevant tertiary qualification in finance or commerceExperience ranging from under-supervision to Certified Financial Planners (CFPs)Intermediate MS Office skills (Excel, Word, PowerPoint, Outlook)Proven communication, sales, and problem-solving skills🧠 Key Attributes:Client-focused and service-drivenStrong interpersonal and presentation skillsSelf-motivated with the ability to work under pressureWell-groomed and professionalAnalytical and deadline-driven
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Wealth Manager
5 days ago
Johannesburg, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth - High Net Worth Location - Nedbank Rivonia Campus 135 Rivonia Road Sandton Closing Date - 3 September 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership...
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Paraplanner Assistant for Wealth Management
1 week ago
Johannesburg, South Africa Pangea Wealth Full timeA boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...
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Private Wealth Manager
4 days ago
Johannesburg, ZA / Cape Town, ZA / Pretoria, ZA Carrick Wealth Full time R500 000 - R2 000 000 per yearApply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...
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Johannesburg, South Africa Pangea Wealth Full timeA boutique wealth management firm in Johannesburg is seeking a Paraplanner assistant to support wealth managers. The ideal candidate will have strong analytical skills and knowledge of financial planning and investments. Responsibilities include conducting research, drafting reports, and maintaining client records. This role is crucial in enhancing client...
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Financial Advisor
2 weeks ago
Johannesburg Metropolitan Area, South Africa PTM Wealth Managers Full time R90 000 - R120 000 per yearPTM Wealth Managers is a franchise of Old Mutual.We are PTM Wealth Managers franchise of Old mutual.Role DescriptionThis is a full-time hybrid role for a Financial Advisor located in the Johannesburg Metropolitan Area. Some remote work is acceptable. The Financial Advisor will be responsible for day-to-day tasks such as providing financial planning services,...
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Johannesburg, South Africa Nedbank Private Wealth Full timeA leading financial services firm is seeking a Wealth Advisor in Johannesburg. This role involves managing client wealth through advisory processes, ensuring compliance with regulations, and acquiring assets under management. The ideal candidate should possess a degree in commerce or finance, with a minimum of 3-5 years of experience in wealth management....
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Wealth Manager
5 days ago
Johannesburg, South Africa Capital Assignments Full timeAbout 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...
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Wealth Manager
3 days ago
Johannesburg, South Africa TWICG Full time**Role Description** This is a full-time Wealth Planner role at TIW Capital Group located in Johannesburg. The Wealth Planner will be responsible for financial planning, investment management, and strategic investments to enhance client wealth. The role involves on-site client interactions and financial consultations to provide tailored investment...
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Wealth Manager
15 hours ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeHiring: Wealth manager in Rosebank **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's risk profile and financial needs -...
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Wealth Manager
3 weeks ago
Johannesburg, South Africa Wesbank Full timeWealth Manager page is loaded## Wealth Managerlocations : Johannesburgtime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 7, Job Description Hello future Wealth Manager– Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people...