Wealth Management Relationship Lead

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...

A leading boutique wealth management firm in Johannesburg is seeking an experienced Relationship Manager. In this role, you will provide exceptional client service, oversee investment administration, and manage client communications. The ideal candidate should possess over 8 years of experience in client management within a private bank or wealth management...

Warwick 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,...

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 boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...

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....

**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...

**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’...

A boutique wealth management firm in Johannesburg is seeking a Paraplanner assistant to support wealth managers. The ideal candidate will have strong analytical skills and knowledge of financial planning and investments. Responsibilities include conducting research, drafting reports, and maintaining client records. This role is crucial in enhancing client...

Are you a client service professional who thrives in a high-touch, detail-oriented environment? An exciting opportunity exists for a skilled Relationship Manager to join a leading boutique wealth management firm and family office, providing exceptional client service to a sophisticated client base. Key Responsibilities: Overseeing investment administration...