Senior Wealth Advisor for High Net Worth Clients

A leading financial institution in Johannesburg seeks a Wealth Manager to provide integrated advice to high-net-worth clients. The role involves achieving sales targets, analyzing client financials, and providing tailored investment solutions. Candidates must hold a CFP certification and have managerial experience in wealth management. This position offers a...

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...

Avion Wealth BlueStar is a new venture dedicated to providing comprehensive financial planning and investment management services in Sandton and Gauteng. With experienced professionals in the industry, we recognized the need for personalized wealth protection and financial planning tailored to high-net-worth individuals. Our goal is to become the go-to...

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...

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...

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’...

About the Role:We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. This is a key leadership position where youll work directly with senior clients to craft bespoke financial strategies, managing both their wealth and...

A leading financial services group based in Johannesburg is seeking a Manager for Insurance Wealth. This role involves sourcing high net worth individual insurance clients and providing tailored solutions. The ideal candidate will have over 5 years of experience in personal short-term insurance, strong sales skills, and a deep understanding of insurance...

**Main duties and responsibilities**: 1. Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth 2. Build and manage client relationships that result in a successful partnership 3. Accountable for the portfolio of High Net Worth Clients 4. Advice led...