Wealth Manager, Pretoria

3 days ago

Pretoria, Gauteng, South Africa Independent Resourcing Consultancy Full time R1 200 000 - R3 600 000 per year


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 their clients trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct. The role will consist of supporting HNW clients with offshore and onshore advice for a highly reputable wealth management company in Pretoria, providing a vast range of international investment products and onshore financial planning support.

You will receive comprehensive training and mentorship and industry development tailored to you as an individual where required to support with your personal growth to play a key part of the company and best support your clients.

Package includes but is not limited to:

  • Comprehensive product and services training and mentorship.
  • Paid industry development for professional qualifications.
  • Para-planner and case manager business planning support.
  • Established lead generation support.
  • Exit Strategy for long term support and development.
  • Both remote working and highly facilitated offices to work in.
  • Inter-company transfer options to international locations.
  • Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.

Required:

  • 5+ Years Industry Experience.
  • Holistic work experience and knowledge: may consist of some of listed. Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structure Products, Discretionary Fund Management, Life Cover and Long-Term Savings.
  • RE5 Qualification.
  • Strong ability to develop and manage relationships with clients and partners.
  • Committed individual with a desire to succeed and progress professionally.
  • Keen Interest in personal development and business optimization.
  • Integral and honest individual.

Preferred:

  • Degree Educated
  • NQF 5 in Wealth Management


Package Details
  • Comprehensive product and services training and mentorship.
  • Paid industry development for professional qualifications.
  • Para-planner and case manager business planning support.
  • Established lead generation support.
  • Exit Strategy for long term support and development.
  • Both remote working and highly facilitated offices to work in.
  • Inter-company transfer options to international locations such as the UK or Mauritius
  • Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.

  • Wealth Adviser Assistant

    3 days ago

    Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per year

    Job Title: Wealth Adviser AssistantLocation: PretoriaSalary: CompetitiveThe Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.Key Responsibilities:Assist Wealth...

  • Senior Wealth Administrator

    1 week ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation:Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:05 Nov 2025Reference Number:POS40121Closing date:16-Nov-2025Position Type:PermanentLocation:Die Wilgers Lynnwood RoadOverview:VACANCY |...

  • Wealth Adviser Assistant

    3 days ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation:Wealth Adviser Assistant | Irene, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:10 Nov 2025Reference Number:POS40123Closing date:16-Nov-2025Position...

  • Wealth Adviser Assistant

    1 week ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation:Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:03 Nov 2025Reference Number:POS40180Closing date:17-Nov-2025Position Type:PermanentLocation:MenlynOverview:VACANCY | WEALTH ADVISER ASSISANT (ADP) |...

  • Wealth Administrator

    5 days ago

    Pretoria, Gauteng, South Africa 368ab7bb-7e63-47cd-ada9-ca4cf297a3d6 Full time R270 000 - R420 000 per year

    BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:Act as a first point of contact for...

  • Wealth Management Product Distribution Manager

    1 week ago

    Pretoria, Gauteng, South Africa Springer Capital Full time R1 200 000 - R2 400 000 per year

    Apply Link:**This position is only for South Africa. Candidates outside SA please do not apply.About the Role:**We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organizations business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate...

  • Senior Manager: Business Intelligence

    6 days ago

    Pretoria, Gauteng, South Africa University of Pretoria Full time R150 000 - R250 000 per year

    UP Professional and SupportDEPARTMENT OF INSTITUTIONAL PLANNING, MONITORING, AND EVALUATIONSENIOR MANAGER: BUSINESS INTELLIGENCEPEROMNES POST LEVEL 5In pursuit of the ideals of excellence and diversity, the University of Pretoria wishes to invite applications for the following vacancy.The University of Pretoria's commitment to quality makes us one of the top...

  • Senior Site Security Manager Pretoria

    1 week ago

    Pretoria, Gauteng, South Africa Jobs4All Full time R250 000 - R400 000 per year

    Senior Site Security Manager Pretoria Location: Pretoria & as requiredWorking Hours: Flexible shifts with extended hours typical of the security industryRequirement: Candidate must reside in the Pretoria area OverviewWe are seeking a highly experienced Senior Site Security Manager to lead and oversee security operations, ensure compliance with industry...

  • Lecturer - Department of Economics

    5 days ago

    Pretoria, Gauteng, South Africa University of Pretoria Full time R900 000 - R1 200 000 per year

    UP Posting - AcademicFACULTY OF ECONOMIC AND MANAGEMENT SCIENCESDEPARTMENT OF ECONOMICSLECTURER (Two posts)In pursuit of the ideals of excellence and diversity, the University of Pretoria wishes to invite applications for the following vacancy.The University of Pretoria's commitment to quality makes us one of the top research Universities in the country and...

  • Snr Administrative Control Officer

    1 week ago

    Pretoria, Gauteng, South Africa University of Pretoria Full time R600 000 - R1 200 000 per year

    UP Professional and SupportFACULTY OF ENGINEERING, BUILT ENVIRONMENT AND INFORMATION TECHNOLOGYDIVISION OF STUDENT ADMINISTRATIONPOST TITLE: SENIOR ADMINISTRATIVE CONTROL OFFICERPEROMNES POST LEVEL: 7In pursuit of the ideals of excellence and diversity, the University of Pretoria wishes to invite applications for the above vacancy.The University of...