Private Clients Wealth Manager – Tax

Apply 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...

A 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...

A leading accounting and consulting firm in Cape Town seeks a motivated Professional Accountant for their Private Clients Department. The role involves providing specialist accounting and tax services to clients, focusing on wealth creation and legacy planning. Candidates should hold a BCom or equivalent, have completed a SAICA/SAIPA contract, and possess...

We are seeking a dynamic and experienced Manager to join our expanding team.In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support...

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.To manage client's wealth needs through an ongoing advisory process to achieve...

Job Summary We are seeking a dynamic and experienced Manager to join our expanding team. In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work...

A financial services institution in Cape Town seeks a Private Clients Advisor to deliver exceptional client education on wealth creation and financial solutions. The ideal candidate has a recognized degree and 3 to 5 years of relevant experience in banking or wealth management. This role offers uncapped earning potential and opportunities for professional...

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...

A financial services provider in Cape Town is seeking a Private Clients Advisor to enhance client education on wealth creation and retention strategies. The ideal candidate has 3-5 years of experience in financial services, possesses relevant qualifications, and demonstrates a strong ability to build client relationships. This position offers opportunities...

A leading financial institution in Cape Town is seeking a Private Clients Advisor to enhance client experience in wealth creation and financial solutions. The candidate must have an NQF level 7 degree and at least 3 years of experience in a financial service environment. This role offers a chance to build relationships, drive sales, and contribute to client...