Client Relationship Planner for Wealth Planning

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...

Client Relationship Manager – WestvilleJoin a reputable financial services practice as a Client Relationship Manager, providing vital support to our advisory team and ensuring each client receives exceptional care. This opportunity is perfect for someone who excels at organisation, values attention to detail, and is passionate about delivering outstanding...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

A Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...

Our Durban based client is looking for a qualified and experienced National Wealth Manager. **CORE PURPOSE OF THE JOB** To lead and manage the wealth management division of the bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of...

A financial services company in Durban is seeking a Wealth Manager to enhance client relationships and achieve revenue targets. Responsibilities include providing product support training, optimizing revenue opportunities from existing clients, and establishing effective control of costs. The ideal candidate will develop strategies to maximize business...

**Job Classification**- ** Requisition**: - 142971 - Melissa Cloete- ** Business Unit** - Nedbank Private and Wealth - High Net Worth- ** Location** - Nedbank Park Square Campus, Umhlanga, KZN- ** Closing Date** - 19 November 2025- ** Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups**- Job Family- Investment...

Business Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 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 To manage clients wealth needs through an ongoing advisory process to...

Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth - High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZNClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage...