Wealth Client Relations Manager

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...

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.To manage client's wealth needs through an ongoing advisory process to achieve...

Apply Here: Position Preview Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into: Regional Manager JOB PURPOSE In this role, you’d be required to meet with...

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...

Apply 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...

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...

Overview Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. Job Role Overview: Complete client onboarding process & FICA verification process Generating provider quotes & risk and/or investment proposals Case Management: Preparation of Sign-up documentation (internal documents, client advice...

Wealth Administrator My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: Information gathering via the Astute system for the Para-Planners and Private Wealth Managers Chase takeovers and send to providers and get confirmation that it is done Send the Provider Code Application forms for new Private...

Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.Job Role Overview:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase...

A reputable wealth advisory business in Cape Town seeks a Client Relationship Coordinator to engage warm leads and convert them into consultations for financial planners. The ideal candidate will have 1-2 years of experience in customer engagement or sales, strong communication skills, and the ability to work proactively in a performance-driven environment....