Wealth Management Analyst-1
1 week ago
Job title: Wealth Management Analyst-1 Job Location: Gauteng, Pretoria Deadline: October 25, 2025 Job Description To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers Control costs through awareness of impact of work and potential waste. Manage own costs and expenses associated with role to enhance cost effectiveness Identify and escalate potential risks which may lead to increased costs. Adhere to standards and procedures to reduce costs Identify process improvements in order to save costs Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure. Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and / or waste. Manage internal stakeholders and adhere to relevant SLA agreements. Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies. Maintain and build relationships for purposes of expectation management, knowledge sharing and integration. Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience. Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability. Serve as first line of contact for clients and manage customer interactions. Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner. Adhere to schedules to effectively and timely perform assigned work. Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team. Deliver work in an accurate manner to ensure consistent results within department. Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality. Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution. Continuously identify and escalate risk. Provide timeous reports on operations, performance and audit findings Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability Plan and organise own tasks to make sure that performance objectives are met. Identify effective activities to address own development gaps. Create own development plan and review plan with team leader or manager. Understand which competencies and skills are required to be mastered to ensure personal development and performance. Keep abreast of learning opportunities, changing products and trends. End Date : October 20, 2025 Administrative / Management jobs #J-18808-Ljbffr
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Wealth Manager Pretoria
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...
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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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Wealth Adviser Assistant
1 week ago
Pretoria, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Management Analyst-1
3 weeks ago
Pretoria, South Africa Fnb Full timeJob Description To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures. To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers. Control costs through awareness of impact of work...
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Wealth Management Analyst-1
3 weeks ago
Pretoria, South Africa FNB Full timeJob Description To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures. To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers. Control costs through awareness of impact of work...
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Banking Advisor Wealth-1
4 weeks ago
Pretoria, South Africa Rmbwestport Full timeBanking Advisor Wealth-1 page is loaded## Banking Advisor Wealth-1locations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 9, 2025 (3 days left to apply)job requisition id: R42445# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Wealth Manager
1 week ago
Pretoria, South Africa Nedbank Full timeJob ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth : High Net WorthLocation - Nedbank - Menlyn Office, PretoriaClosing Date - 19 November Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others...
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Wealth Management Operations Analyst
1 week ago
Pretoria, South Africa Firstrand Group Full timeA leading financial services group in Pretoria is seeking an administrative support professional to assist Wealth Managers. The role entails managing client interactions, controlling costs, and collaborating with stakeholders to enhance service delivery. Applicants should be proactive in identifying risks and improvements to processes. The position is...
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Wealth Management Specialist
2 hours ago
Pretoria, South Africa Momentum Life Full time**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.**Role Purpose** - The purpose of the...
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Wealth Management Specialist
2 hours ago
Pretoria, South Africa Momentum Consult Full time**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...
