associate wealth manager

Associate Wealth Manager / Financial Planner Company: Established Private Wealth Practice Location: Bedfordview, Gauteng Region: Gauteng Employment type: Permanent Position level: Intermediate Reporting line: Senior Adviser / Practice Principal Remuneration: Disclosed to shortlisted candidates Reference: ACG-FA-013 Date posted: 3 August 2026 ...

Role: Wealth Management Associate Category: Wealth Management Location: Western Cape Salary: Market-related Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role,...

Location: Claremont, Cape Town (On-site / Hybrid)Employment Type: Full-time, PermanentSalary: Market-related About the Client: Our client is a highly respected, boutique Wealth Management and Financial Advisory firm based in the vibrant business hub of Claremont, Cape Town. Known for their collaborative culture, strong client focus, and exceptional...

Region: Western Cape Location: Cape Town (Claremont / Southern Suburbs) Job Type: Permane Job Description: An established and highly successful boutique Wealth Management firm based in Claremont is seeking a high-caliber Wealth Management Associate to support their advisory and operational teams. This role represents an outstanding opportunity for an...

IntroductionAn exciting opportunity is available for a high-calibre, early-career finance or investment professional looking to build a long-term career in Wealth Management. This role is ideally suited to a graduate with approximately 1–2 years' experience within investments, wealth management, financial planning, private banking or a related financial...

Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the...

Job DescriptionAbout the RoleAre you an experienced Wealth Manager looking to elevate your career within one of South Africas premier financial service groups?Our client, a leading financial institution, is seeking a high-performing Wealth Manager to join their dynamic team. In this role, you will leverage a data-informed, integrated advice approach to...

OverviewDeliver exceptional experience and education to Private Wealth clients on wealth creation, accumulation and protection tactics to drive client retention and enable growth. The role focuses on advising high‑income / high‑net‑worth clients within the FNB Private Wealth & Advisory Team.ResponsibilitiesAchieve predetermined sales targets by...

Job DescriptionTo act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity,...

I’m looking for driven, growth‑minded individuals who want to build a long‑term career in financial advice — not just a job. After 17 years in the industry, I’m expanding my team within the Hereford Group and I’m ready to personally mentor the right candidates as part of my succession and leadership model. If you’re hungry to shape your own...

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...

As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of...

Job Description To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore. Provide comprehensive financial planning and investment advice to high-income...

I’m looking for driven, growth‑minded individuals who want to build a long‑term career in financial advice — not just a job.After 17 years in the industry, I’m expanding my team within the Hereford Group and I’m ready to personally mentor the right candidates as part of my succession and leadership model.If you’re hungry to shape your own...

We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Wealth and Advisory Team , you’ll be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to our promise of staying curious. This is where experts come together,...

Job Description To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore. Provide comprehensive financial planning and investment advice to high-income...

Job Description To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore. Provide comprehensive financial planning and investment advice to high-income...

Job DescriptionTo act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity,...

I’m looking for driven, growth‑minded individuals who want to build a long‑term career in financial advice — not just a job.After 17 years in the industry, I’m expanding my team within the Hereford Group and I’m ready to personally mentor the right candidates as part of my succession and leadership model.If you’re hungry to shape your own...

I’m looking for driven, growth‑minded individuals who want to build a long‑term career in financial advice — not just a job. After 17 years in the industry, I’m expanding my team within the Hereford Group and I’m ready to personally mentor the right candidates as part of my succession and leadership model. If you’re hungry to shape your own...