Senior Wealth Manager | High-Net-Worth

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....

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...

Wealth Manager & Asset Tracer (Partner Level) 2 days ago – Be among the first 25 applicants. Key Qualifications: Relevant qualifications in finance, wealth management, or forensic investigations. Minimum 20 years’ experience tracing and valuing high-net-worth, offshore, or luxury assets. Identify and quantify offshore, high-net-worth, and luxury assets....

Locations:Pretoria, Cape Town, DurbanProject Based RoleMinimum Criteria:Relevant qualifications in finance, wealth management, or forensic investigations.Minimum 20 years' experience tracing and valuing high-net-worth, offshore, or luxury assets.Identify and quantify offshore, high-net-worth, and luxury assets.Traced hidden offshore assets linked to unpaid...

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...

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...

A consulting firm specializing in wealth management is looking for a Wealth Manager & Asset Tracer in Johannesburg. The ideal candidate will have at least 20 years of experience in tracing high-net-worth offshore assets and a strong background in finance and investigative practices. Responsibilities include uncovering hidden wealth, supporting litigation...

**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’...