Senior Wealth Administrator: Client Portfolios

Designation: Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent Category: Administration and OperationsJob Level: Semi-skilled and discretionary decision makingPosted by: PSG Financial ServicesPosted on: 05 Nov Reference Number: POS Closing date: 16-Nov- Position Type: Permanent Location: Die Wilgers Lynnwood Road Overview VACANCY |...

Designation:Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:05 Nov 2025Reference Number:POS40121Closing date:16-Nov-2025Position Type:PermanentLocation:Die Wilgers Lynnwood RoadOverview:VACANCY |...

**Designation**: - Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 05 Nov 2025 - **Reference Number**: - POS40121 - **Closing date**: - 16-Nov-2025 -...

**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 -...

A leading financial institution in Pretoria is seeking a Banking Advisor – Wealth to manage a portfolio of Private Wealth Clients. The role involves providing exceptional advice, managing stakeholder relationships, and identifying opportunities to grow the client base. Candidates should have strong analytical and client management skills. This position...

A leading financial services provider in Gauteng is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The role requires effective stakeholder management to identify new client opportunities and grow existing portfolios. Ideal candidates should hold a Degree / NQF level 7 qualification and have at least 3 years of sales...

A leading wealth management firm seeks an experienced professional to manage high-net-worth client investment portfolios, ensuring high standards and strong client relationships. Candidates should have a minimum of 5 years in investment management, with knowledge of the Private Client industry and a wealth management background. The role requires fluency in...

Minimum requirements Diploma or Certificate IV in Financial Services (or working toward) Management or leadership training / certification (advantageous but not essential). Minimum 45 years experience in a Wealth Management / Financial Planning Administration role. Proficient in Xplan and various financial provider systems. Strong knowledge of Local and...

A major financial institution in South Africa is seeking a Banking Advisor for its Wealth division in Pretoria. The role involves managing a portfolio of Private Wealth Clients, delivering exceptional service, and achieving financial targets. Ideal candidates will demonstrate strong stakeholder management skills and a commitment to fostering client...

A major financial institution in South Africa is seeking a Banking Advisor for its Wealth division in Pretoria. The role involves managing a portfolio of Private Wealth Clients, delivering exceptional service, and achieving financial targets. Ideal candidates will demonstrate strong stakeholder management skills and a commitment to fostering client...