Wealth Portfolio Operations Associate

A leading wealth management firm in Umhlanga Rocks is seeking a dedicated professional to manage client portfolios and engage with high net worth clients. The ideal candidate has over 5 years of experience in the private wealth industry, excellent communication skills, and a strong ability to multitask in a fast-paced environment. This role offers career...

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...

Select how often (in days) to receive an alert: Create Alert 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...

Select how often (in days) to receive an alert: Create Alert 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...

DNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses. With a focus on clarity and actionable strategies, we simplify complex financial markets using insights...

Select how often (in days) to receive an alert: Create Alert 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...

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 financial services platform in Umhlanga is seeking an Entry-Level Financial Advisor to provide tailored investment advice and assist clients in managing their financial portfolios. The ideal candidate should have a degree in Finance or a related field, along with strong skills in financial planning and communication. This full-time role offers uncapped...

Financial Planner / Wealth Strategist Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We’re not just offering a job — we’re offering a platform where you can...

Financial Planner / Wealth Strategist Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We’re not just offering a job — we’re offering a platform where you can...