Wealth Managers

Apply 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...

**Business Description**: Lonfin Wealth Managers is the largest franchise of Sanlam within South Africa. Sanlam has been certified as a Top Employer for the 7th consecutive year. Sanlam Personal Finance provides clients in the entry, middle, affluent, and self-employed markets in South Africa with a comprehensive range of financial service solutions to...

About 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...

Are you a seasoned Wealth Manager ready to elevate your career? Join a forward-thinking firm where your expertise, drive, and vision will make a real impact. The Opportunity You’ll manage and grow a portfolio of high-net-worth clients, providing bespoke financial advice and holistic wealth solutions — from investment planning and estate structuring to...

Insurance and Wealth Creation Professionals t/a IWCP 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...

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 that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...

**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...

**Job Classification** **Requisition**: - 141212 - 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 -...

Locations:Pretoria, Cape Town, DurbanProject Based RoleMinimum Criteria:Relevant qualifications in finance, wealth management, or forensic investigations.Minimum 20 years' experience tracing and valuing high-net-worth, offshore, or luxury assets.Identify and quantify offshore, high-net-worth, and luxury assets.Traced hidden offshore assets linked to unpaid...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...