Wealth Manager
4 days ago
Overview We’re seeking a dynamic Wealth Manager to join our team — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth. Key Responsibilities Formulate innovative solutions for our high net‑worth clients on their wealth journey whilst being aware of market trends and variables that may impact their investment plans Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutions Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share Maximise bank profitability and ensure value add to customers through cross‑selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts, Foreign exchange requirements, Non‑Resident, Exchange control and Offshore banking requirements. Maintain expert knowledge of all Nedbank Wealth's approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets Inform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base Collaborate successfully across all relevant areas to achieve shared goals Ensure compliance with relevant statutory, legislative, policy, and governance requirements Stay up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved products Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums Developing networks and build alliances to grow and strengthen internal support bases Provide support and coaching the wealth managers, paraplanners and other staff as required Qualifications Degree in Commerce/Finance/Business Science etc Post Graduate Diploma in Financial Planning (essential) Certified Financial Planner (CFP) or studying towards CFP Regulatory FAIS Exams – RE5 (essential) 5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Investment Banking #J-18808-Ljbffr
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Private Wealth Manager
6 days ago
Cape Town, South Africa Carrick Wealth Full timeApply Here: Position Preview Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into: Regional Manager JOB PURPOSE In this role, you’d be required to meet with...
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Wealth Manager
7 days ago
Cape Town, Western Cape, South Africa Nedbank Private Wealth South Africa Full time R800 000 - R1 200 000 per yearWe're seeking a dynamic Wealth Manager to join our Team — individuals who bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth.To manage client's wealth needs through an ongoing advisory process to achieve...
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Private Wealth Manager
2 weeks 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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Cape Town, South Africa Carrick Wealth Full timeA leading wealth management firm in Cape Town seeks a Private Wealth Manager to serve High-Net-Worth clients. Responsibilities include client engagement, conducting financial analysis, and providing tailored recommendations on wealth portfolios. Candidates should have at least 3 years of wealth management experience and relevant qualifications recognized by...
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Wealth Client Relations Manager
6 days ago
Cape Town, South Africa Carrick Wealth Full timeA leading financial services firm in Cape Town is seeking a professional to prepare new business cases for wealth managers, ensuring compliance with industry standards. Responsibilities include managing client onboarding, generating investment proposals, and maintaining accurate records. The ideal candidate must have a Senior Certificate and RE5, along with...
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Wealth Manager
1 week ago
Cape Town, South Africa Capital Assignments Full timeOur client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...
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Wealth Manager
2 weeks ago
Cape Town, South Africa Capital Assignments Full timeOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...
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Wealth Manager
2 weeks ago
Cape Town, South Africa Capital Assignments Full timeOur Client Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. Duties & Responsibilities They are looking to bring in an experienced Wealth Manager and...
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Wealth Manager
4 days ago
Cape Town, South Africa nedbank Full timeBusiness Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re...
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Wealth Manager
5 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank Clocktower Campus, V&A Waterfront, Cape TownClosing Date - 17 December 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership...
