Wealth Advisor
3 weeks ago
An Exciting Opportunity for an Experienced Wealth AdvisorA leading financial institution is seeking a highly skilled and passionate Private Wealth Advisor to join its dynamic team of professionals. This role is tailored for a driven individual who thrives on building long-term relationships with high-net-worth clients and delivering bespoke wealth management solutions that go beyond the conventional.This is more than just a job its a chance to become a trusted advisor and strategic partner to South Africas top-tier clients, helping them protect, grow, and preserve their wealth across generations.Key Responsibilities:Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions.Conduct comprehensive financial reviews, annual portfolio assessments, and recommend strategies aligned with client goals.Implement vertical sales strategies (VSI) to deepen client penetration and drive portfolio growth.Identify and refer opportunities across product pillars: Invest, Insure, Lending, Fiduciary, Offshore, and more.Serve as a central point of contact, coordinating with internal specialists for estate planning, tax, risk, and philanthropy.Stay abreast of economic trends, regulatory changes, and financial planning best practices to deliver forward-thinking advice.Maintain high levels of compliance and adhere to FAIS and internal governance standards.Contribute to revenue targets through new client acquisition and portfolio expansion.Minimum Requirements:Bachelors degree in Finance, Economics, Accounting, or related field (essential).FAIS-compliant with RE5 and completed applicable regulatory exams.5 to 7 years of experience in private banking, wealth management, or a related client-facing financial environment.Solid knowledge of wealth planning, estate planning, risk solutions, and investment products.Proven track record in building and managing a book of high-net-worth clients.Preferred Qualifications:Certified Financial Planner (CFP) designation.Membership with the Financial Planning Institute (FPI).Experience in both local and offshore investment solutions.Ideal Candidate Attributes:Highly professional with excellent interpersonal and communication skills.Commercially astute with strong financial acumen.Results-driven, client-centric, and capable of working independently.Able to navigate complex financial needs and offer well-structured advice.
-
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....
-
Senior Financial Advisor
4 days ago
Johannesburg, South Africa Avion Wealth Bluestar Full timeAvion Wealth BlueStar is a new venture dedicated to providing comprehensive financial planning and investment management services in Sandton and Gauteng. With experienced professionals in the industry, we recognized the need for personalized wealth protection and financial planning tailored to high-net-worth individuals. Our goal is to become the go-to...
-
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,...
-
Wealth Manager
6 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...
-
Senior Financial Advisor
17 hours ago
Johannesburg Metropolitan Area, South Africa Avion Wealth Bluestar Full timeAvion Wealth BlueStar is a new venture dedicated to providing comprehensive financial planning and investment management services in Sandton and Gauteng. With experienced professionals in the industry, we recognized the need for personalized wealth protection and financial planning tailored to high-net-worth individuals. Our goal is to become the go-to...
-
Senior Financial Advisor
2 weeks ago
Johannesburg, South Africa Berghshire Wealth Full timeOUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...
-
Senior Financial Advisor
1 week ago
Johannesburg, South Africa Berghshire Wealth Full timeOUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value paid monthly as a non taxable income) 3) 13th Cheque / production bonus 6-8% of annual commission 4)...
-
Private Wealth Advisor
4 weeks ago
Johannesburg, South Africa RMB Nigeria Limited Full timePrivate Wealth Advisor page is loaded## Private Wealth Advisorlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 12, 2025 (6 days left to apply)job requisition id: R39833# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation...
-
Private Wealth Advisor
1 week ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - 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. Are you someone who can: -...
-
Private Wealth Advisor
3 days ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - 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. Are you someone who can: -...
