Wealth Manager: Integrated Advisory for High-Net-Worth

A 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....

Claims Manager – High Net Worth (Sanlam) Join to apply for the Claims Manager- High Net Worth role at Sanlam . Key Responsibilities Leadership & Team Oversight Lead and manage three team managers responsible for Claims Service Consultants, Claims Administration Support, and Non‑Motor Fast Track Assessors. Provide strategic direction, coaching, and...

Job 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...

**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’...

Overview: The Private Banker role is within the High Net Worth (HNW) Team. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to...

A financial services company is seeking a Wealth Manager in Johannesburg to achieve sales targets and provide tailored investment solutions to clients. The successful candidate will need to be a CFP with managerial experience in wealth management. This role offers opportunities for professional development and innovative collaboration within the...

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...

Job Opportunities (Summary) Multiple Financial Services roles are listed, primarily in Johannesburg and surrounding areas, with responsibilities spanning financial planning, insurance advisory, client relationship management, and sales. The postings include Liberty Life and other financial services employers, detailing requirements, remuneration, and...

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...

What Will You Do? This role is responsible for leading and managing three key functional areas within the Tailored Claims Solution Department: Claims Service Consultants, Claims Administration Support, and Non-Motor Fast Track Assessors, each led by their respective team managers. The position ensures the delivery of a seamless, high-quality claims...