Wealth Client Relations Specialist

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...

An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role includes engaging with qualified leads, responding to client queries, and ensuring compliance in administrative processes. Candidates must possess a 3-year tertiary qualification in...

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...

A leading staffing agency seeks an experienced administrative professional in finance to manage private wealth clients and ensure regulatory compliance. The ideal candidate will possess a tertiary degree, a significant track record in financial services, and proficiency in Microsoft Office. Responsibilities include servicing client queries, maintaining...

Warwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.Furthermore,...

A boutique wealth management firm in Johannesburg is seeking a Paraplanner assistant to support wealth managers. The ideal candidate will have strong analytical skills and knowledge of financial planning and investments. Responsibilities include conducting research, drafting reports, and maintaining client records. This role is crucial in enhancing client...

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....

A boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...

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...

Apply 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...