Wealth Manager

4 days ago

Cape Town South Africa Rory Mackie & Associates Full time

Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients. Responsibilities: Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service Provide local and global investment solutions tailored to each client's goals Educate clients on available technology and platforms to help them monitor and manage their investments effectively Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success Experience, skill and capability: Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred Professional certifications advantageous: CFP, CFA, CA(SA) 5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets Proven track record in client acquisition, cultivation, and maintaining strong client relationships Strong understanding of financial markets and the investment industry Demonstrated ability and commitment to providing objective, goal-based financial advice and planning Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel Knowledge of Bloomberg and I-Net advantageous Proactive, self-starting approach with strong initiative  

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa Iza Wealth (Pty) Ltd Full time

    Company Description Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families. We guide our clients through the complex and evolving world of global finance and regulation. Supported by an international network of partner...

  • Private Wealth Manager

    4 days ago

    Johannesburg, ZA / Cape Town, ZA / Pretoria, ZA Carrick Wealth Full time R500 000 - R2 000 000 per year

    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...

  • Wealth Manager

    51 minutes ago

    Cape Town, South Africa Capital Assignments Full time

    Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

  • Wealth Manager

    2 days ago

    Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...

  • Wealth Manager

    5 days ago

    Cape Town, South Africa Capital Assignments Full time

    Our Client Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. Duties & Responsibilities They are looking to bring in an experienced Wealth Manager and...

  • Wealth Administrator

    1 week ago

    Bellville, South Africa CA Support Full time R20 000 - R30 000

    WEALTH MANAGER ADMINISTRATORBellville As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner. RESPONSIBILITIES:Client Support & Administration Gathering, capturing, and verifying client and product...

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa Geotech Full time

    Job Title Wealth Manager Qualification Commerce or financial degree from a reputable tertiary institution (advantageous) CFP designation advantageous RE5 advantageous Minimum Requirements Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA. 3-5 years working experience in the financial...

  • Business Data Manager

    1 week ago

    South Africa Nedbank Private Wealth Full time R500 000 - R1 200 000 per year

    Job Classification Requisition Melissa CloeteBusiness Unit - Nedbank Personal and Private Banking; Private and Wealth ClusterLocation - Nedbank Rivonia Campus, 135 Rivonia Road, Sandton, JohannesburgClosing Date - 25 November 2025Employment Equity Statement: Preference will be given to Applicants to Underrepresented Groups Job Family Information...

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa Goapply Hub Network Full time

    FNB is looking for an experienced Wealth Manager to join their Private Banking and Advisory team. In this role, you will act as a trusted financial advisor to high-income clients, offering tailored savings, investment, and estate planning solutions with a strong focus on wealth growth and protection. Key Responsibilities Provide comprehensive financial...

  • Wealth Planner

    15 hours ago

    Johannesburg, South Africa LifeCheq Full time

    Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial...