Wealth Planner 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...

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....

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...

A leading wealth-management firm is looking for a Client Relationship Specialist to service high-net-worth clients in Johannesburg. This role involves conducting financial reviews and achieving monthly Funds Under Management targets. Candidates should have a strong understanding of financial markets, excellent relationship management skills, and at least 2-5...

**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’...

**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...

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...

Job Opportunities (Summary) Multiple Financial Services roles are listed, primarily in Johannesburg and surrounding areas, with responsibilities spanning financial planning, insurance advisory, client relationship management, and sales. The postings include Liberty Life and other financial services employers, detailing requirements, remuneration, and...

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...

Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced...