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107 Wealth Management Jobs

Wealth Management Specialist Stonebridge HR Solutions - Centurion Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans. Collaborate with internal and external experts to deliver holistic wealth solutions. Strong... 9 days ago
Manager:Private Clients CA Financial Appointments - Century City The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate... 2 days ago
Wealth Management Associate The Recruitment Council - Claremont Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town Relevant BComm or BBusSci degree (postgraduate financial planning advantageous) Prepare client onboarding... More than 30 days ago
Wealth Management Associate | Claremont The Recruitment Council - claremont, Western Cape c. Ensure CDD is done on all clients based on their risk profile according to FICA and company through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing... R400 000 - R420 000 More than 30 days ago
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Facilitator - INSETA Wealth Management L5 SDC Group (Pty) Ltd - Johannesburg ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage Understand principles of Education, Training and Development Ability to present... More than 30 days ago
SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients... 7 days ago
FINANCIAL PLANNER HR Genie - Johannesburg Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor. A well known company within the financial sector is looking for a Experienced Financial... 7 days ago
Financial Advisor -JHB Flink Recruitment - Johannesburg Daily Payouts: Commission paid daily, with 70% released upfront and 30% retained for tax and deductions. Business Infrastructure: Office space, technology, indemnity cover, and compliance support provided... 27 days ago
Foreign Exchange Trader Conova Recruitment - Cape Town Provide professional FX intermediary services to financial advisors and their clients, addressing queries with the primary objective of seamless client experience Identify and anticipate trading, operational... 35000 Monthly 8 days ago
SENIOR WEALTH ASSISTANT HR Genie - Bellville Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Recording of client interaction and updating of client records upon completion of interaction 5+ years experience... 9 days ago

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