wealth advisor assistant

Our client operates within the wealth management and financial services sector and is seeking a Wealth Assistant to provide administrative and operational support to Wealth Planners and Advisors. This role plays a critical part in ensuring the smooth implementation of client investment instructions, preparation of client reviews, and ongoing servicing of a...

This is an excellent opportunity for someone with experience in investment administration who enjoys working in a fast-paced, professional environment. Key Responsibilities: New Business Processing - Implement client instructions relating to investments, insurance policies, and other financial products - Submit relevant documentation to service...

Company and Job Description: This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients. Key Responsibilities: Assist with the implementation of client investment and insurance instructions. Prepare and...

Location: On-site – Johannesburg or Cape Town/Stellenbosch Employment Type: Permanent Industry: Wealth Management | Investments | Private Client Advisory WatersEdge Solutions is partnering with a boutique investment and wealth management firm to recruit a commercially strong Senior Wealth Manager / Wealth Advisor. This role is suited to an experienced...

Job DescriptionJob Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment. Welcome...

OUTsurance - Wealth Advisor x1 | Entry Level Roles require strong analytical skills, attention to detail, and the ability to work with complex financial systems. Published: 06 October 2026 Overview Position: Wealth Advisor Province: North West Experience: 1 years Posted: 06 October 2026 Expires: 25 October 2026 About the company OUTsurance is a South...

## Banking Advisor WealthApply: Johannesburg: Full time: Posted Today: End Date: October 14, 2026 (7 days left to apply): R52930# **Job Description**RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation...

## Banking Advisor WealthApply: Johannesburg: Posted Today: End Date: October 16, 2026 (6 days left to apply): R54381# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying...

## Banking Advisor WealthApply: Polokwane: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54247# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying...

Job DescriptionWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can: Pro-actively manage a portfolio of...

FirstRand Limited in Cape Town seeks a Private Clients Advisor to deliver tailored wealth creation, accumulation and protection strategies for RMB Affluent clients. You will grow a portfolio by offering independent advice and proactive reviews while ensuring compliance and superior service. The role requires an NQF7 degree in Finance/Economics/Accounting,...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Role: Wealth Advisor AdministratorCategory: InvestmentsLocation: PretoriaSalary: Market-relatedOur client, a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team. This graduate-level role is an exceptional springboard for someone...

Job Description To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

## Banking advisor WealthApply: Ermelo: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54239# **Job Description**To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional...

## Banking Wealth Advisor Apply: Polokwane: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54401# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional...

## Banking Wealth Advisor Apply: Polokwane: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54401# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional...

## Banking Advisor Wealth Apply: Stellenbosch: Full time: Posted Today: End Date: October 12, 2026 (6 days left to apply): R54135# **Job Description**To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of...

## Banking advisor Wealth Apply: Ermelo: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54239# **Job Description**To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities...