Senior Wealth Planner for High-Net-Worth Clients

A leading financial services firm is seeking a dynamic Wealth Manager in Cape Town. This pivotal role involves formulating innovative solutions for high net‑worth clients, achieving sales targets, and maximising bank profitability. The ideal candidate should have a degree in finance, a Post Graduate Diploma in Financial Planning, and 5+ years in wealth...

Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...

Senior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...

Overview Senior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...

Senior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + CommissionAbout Our ClientThis well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...

A leading wealth management firm in Cape Town seeks a Private Wealth Manager to serve High-Net-Worth clients. Responsibilities include client engagement, conducting financial analysis, and providing tailored recommendations on wealth portfolios. Candidates should have at least 3 years of wealth management experience and relevant qualifications recognized by...

A leading wealth advisory firm in Cape Town is seeking a Senior Financial Planner to manage and grow a high-value client book while offering tailored investment solutions. The ideal candidate will have a minimum of 5 years of experience in financial planning, managing a portfolio of at least R50 million, and a strong ability to advise high-net-worth clients....

Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...

Overview We’re seeking a dynamic Wealth Manager to join our team — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth. Key Responsibilities Formulate innovative solutions for our high...

The Relationship Banker will work within the High-Net Worth Individuals (HNW) International Team based in Cape Town. The Private Banking role requires strong relationship management and acquisition of HNW clients and the ability to articulate and sell our clients bank value proposition. This individual must understand HNW individuals’ financial position...