Co-Financial Planner for High-Net-Worth Portfolios

Placements24 is seeking a seasoned Remote Wealth Management Advisor to join our client’s expanding team. You will deliver tailored financial planning and investment advice to clients nationwide, focusing on high-net-worth individuals across South Africa.Work fully remotely with strong emphasis on client relationships, compliance, and performance reviews....

Nedbank Private Wealth in Sandton, Johannesburg is seeking a Wealth/Investment professional with a strong track record in acquiring high-net-worth clients. The role focuses on growing an affluent client portfolio, cross-selling wealth products, and maintaining best-in-class investment advice. The position is based in a hybrid work environment, with a mandate...

Purpose of the role The Associate Financial Planner | Executive Client Portfolio works alongside the Executive Director, Financial Planning in delivering comprehensive financial planning advice to an established and complex portfolio of predominantly high-net-worth client relationships. Unlike a traditional Financial Planner role, the position is not...

Purpose of the role The Associate Financial Planner | Executive Client Portfolio works alongside the Executive Director, Financial Planning in delivering comprehensive financial planning advice to an established and complex portfolio of predominantly high-net-worth client relationships. Unlike a traditional Financial Planner role, the position is not...

Old Mutual Life Assurance Company (Sa) Ltd (Pfa) is seeking a Senior Financial Advisor for a fully remote advisory role serving clients nationwide in South Africa. The position emphasizes comprehensive wealth management, investment planning, retirement and estate planning.You will build long-term client relationships, deliver tailored financial solutions,...

Competent Candidates in Pretoria is seeking a motivated Financial Advisor with a proven sales track record to help clients achieve their financial goals. This is a high‑impact role in a leading South African financial services organisation.You will build a loyal client portfolio through networking, needs analyses, and tailored solutions, earning uncapped...

BDO South Africa is seeking an Associate Financial Planner to work with the Executive Director, Financial Planning, delivering comprehensive financial planning advice for a portfolio of high-net-worth clients.You will operate in a co-financial planning capacity, providing technical depth, execution capability and continuity across the client relationships...

Job DescriptionFor over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.This role enables a driven and ambitious individual to become a...

Role Purpose:The Portfolio Manager is responsible for managing and maintaining a portfolio of client facilities by ensuring strong portfolio performance, effective risk management, and high levels of client service. The role involves monitoring client exposures, maintaining ongoing client relationships, and ensuring compliance with Merchant West credit...