wealth advisor assistant

WEALTH ADVISOR Boutique Private Wealth Practice, Helderberg. Location: Somerset West, Western Cape Reports To: Founder & Principal Wealth Manager Type: Permanent, Full-Time Experience: 3 – 6 Years ABOUT THE FIRM The firm is a boutique, owner-led wealth management practice in Somerset West. It offers personalised local and international investment...

I’m looking for ambitious, driven individuals who want to build a rewarding, long-term career in financial advice — not simply find another job. As a Certified Financial Planner CFP® with 15 years in the industry, I’m expanding my team within the Hereford Group and I’m looking to personally mentor the right candidates as part of my succession and...

A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews and investment instructions. Duties: Implementation of clients instructions i.r.o....

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...

A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews and investment instructions. Duties: Implementation of clients instructions i.r.o. investments,...

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...

## 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...

Private Wealth AdvisorBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Private Wealth AdvisorApply: Stellenbosch: Posted Today: End Date: November 13, 2026 (9 days left to apply): R54952# **Job...

## 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...

Job DescriptionJob Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the...

About the Role Our client, a prestigious wealth management firm located in Klerksdorp, North West , is seeking a highly motivated and client-focused Wealth Management Advisor. This role is centered on building and nurturing long-term relationships with high-net-worth individuals and families, providing comprehensive financial planning and investment advisory...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Stellenboschposted on: Posted Todaytime left to apply: End Date: November 13, 2026 (9 days left to apply)job requisition id: R54952# **Job Description**To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and...

## Private Wealth AdvisorApply: Nelspruit: Full time: Posted Today: End Date: November 9, 2026 (6 days left to apply): R54685# **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...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Polokwanetime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 30, 2026 (30+ days left to apply)job requisition id: R54178# **Job Description**To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth...

Role OverviewJob Description: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the...

Banking Advisor WealthBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Banking Advisor WealthApply: Stellenbosch: Posted Today: End Date: November 13, 2026 (9 days left to apply): R54951# **Job...

Banking Advisor WealthBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Banking Advisor WealthApply: Stellenbosch: Posted Today: End Date: November 13, 2026 (9 days left to apply): R54951# **Job...

## Private Wealth Advisor Apply: Nelspruit: Full time: Posted Today: End Date: November 9, 2026 (6 days left to apply): R54685# **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...

## Private Wealth Advisor Apply: Nelspruit: Full time: Posted Today: End Date: November 9, 2026 (6 days left to apply): R54685# **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...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the home of the...