Private Client: Wealth Management Associate
3 weeks ago
Division / Department: Wealth Management Job Title: Wealth Management Associate (WMA) Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client‑centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details to enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experience through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families. Direct Reporting Line: Wealth Manager, with support from the WMA Team Coordinator Direct / Indirect reports to this position: N/A Required Experience Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA 3–5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high‑volume tasks and responsibilities Required Education Commerce or financial degree from a reputable tertiary institution (advantageous) Professional registration (if applicable) — Computer Literacy — Personal profile and competencies Ability to prioritise, organise and plan around large amounts of information and tasks. Ability to execute on a wide variety of tasks with accuracy and within required timeframes. High attention to detail and low tolerance for errors Sound knowledge of and experience in FICA and FAIS Highly numerate Ability to work very well in a team. Fluent in English (verbal and written) and must be confident in communicating with clients telephonically. Ability to take initiative. Keen interest in Fintech systems Fast learner Key Result Area Administrative support to Wealth Manager Prepare and collate new client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with external and internal providers on client specific queries and implementation of instructions. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements) Legislative Compliance (FICA and FAIS) Apply basic knowledge of the FAIS General Code of Conduct in daily work. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards. Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance Technical Support Ensure a basic level of product knowledge by keeping up to date with products used by service providers. Compile proposal documents based on the Wealth Manager instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions. #J-18808-Ljbffr
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Wealth Manager
6 days ago
Johannesburg, South Africa Nedbank Private Wealth Full timeJob 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...
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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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Johannesburg, South Africa Nedbank Private Wealth Full timeA 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....
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Private Wealth Client Relations Specialist
2 weeks ago
Johannesburg, South Africa Status Staffing Full timeA leading staffing agency seeks an experienced administrative professional in finance to manage private wealth clients and ensure regulatory compliance. The ideal candidate will possess a tertiary degree, a significant track record in financial services, and proficiency in Microsoft Office. Responsibilities include servicing client queries, maintaining...
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Private Wealth Advisor
4 weeks ago
Johannesburg, South Africa RMB Nigeria Limited Full timePrivate Wealth Advisor page is loaded## Private Wealth Advisorlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 12, 2025 (6 days left to apply)job requisition id: R39833# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation...
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Private Wealth Advisor
1 week ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...
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Client Relationship Officer
6 days ago
Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per yearWarwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.Furthermore,...
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Private Wealth Advisor
2 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...
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Private Wealth Advisor
5 days ago
Johannesburg, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...
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Private Wealth Advisor
3 days ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...
