Wealth Manager: Grow Client Portfolios

A leading financial services company in Durban is looking for a Private Wealth Advisor to enhance client relationships, deliver exceptional financial solutions, and identify growth opportunities. The candidate will engage clients on wealth creation and compliance, ensuring quality service aligned with organizational values. Experience in financial advisory...

A leading financial services organization in Durban is seeking an experienced Wealth Manager. The ideal candidate will drive revenue growth through optimizing existing client relationships and acquiring new clients. Responsibilities include financial forecasting, compliance, and developing strategic sales initiatives. Strong experience in wealth management...

A financial services provider in Durban is seeking a Private Wealth Advisor to enhance client relationships and deliver financial solutions. The role requires expertise in wealth management and sales strategies to achieve revenue targets. Candidates should possess relevant financial qualifications and experience in managing wealth portfolios. This position...

A financial services firm based in Durban is seeking a Private Wealth Advisor to provide exceptional service and education to clients on wealth creation and financial solutions. The successful candidate will identify growth opportunities, manage an allocated client portfolio, and ensure compliance with relevant regulations. This role aims to enhance client...

A financial services provider in Durban is seeking a Private Wealth Advisor to enhance client experiences and provide tailored financial solutions. The ideal candidate will effectively manage client portfolios and identify growth opportunities while ensuring compliance with financial regulations. Candidates should possess strong skills in...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...

Our Durban based client is looking for a qualified and experienced National Wealth Manager. **CORE PURPOSE OF THE JOB** To lead and manage the wealth management division of the bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of...

A leading wealth management firm in Durban seeks an experienced professional to manage client investment portfolios. The ideal candidate should have at least 5 years of experience in investment management, a relevant postgraduate degree, and strong knowledge of the private client industry. If you possess excellent interpersonal and communication skills and...