wealth management associate jobs in Durban

A leading insurance company in Durban is offering an exciting opportunity for unemployed youth to join their 18-month Learnership Programme starting in 2026. This programme provides workplace experience and the chance to obtain a Wealth Management NQF level 4 qualification. Ideal candidates are aged between 18-35, South African citizens, and from previously disadvantaged backgrounds. Candidates...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and...

Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust...

Overview Business Segment: Insurance & Asset Management To source and secure new HNW individual Personal Insurance customers. The role will require a face to face interaction with high net worth customer market which always requires professional conduct. Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs. Offer continuous, close,...

Job Location: Durban, KwaZulu-Natal, South Africa Application Deadline: February 13, 2026 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 opportunities for banking new clients and growing a portfolio of...

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 opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...

Technology Consulting, Senior Manager / Associate Director IT Audit Our national practice assists clients in providing IT audit services in support of our financial audits. We also provide IT governance and IT risk related services to a variety of clients and particularly in the Financial Services, Oil & Gas, Retail and government sectors. The opportunity Our structured career framework means...

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 management.Act responsibly with work related resources...

Overview We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and...

An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with...

Business Consultant (Wealth) Durban This role is for a business consultant that will assist partners, and their clients, to move funds in and out of South Africa. As a business consultant, you will be responsible for identifying growth opportunities, building and maintaining relationships, and implementing strategies to drive business expansion. Key Responsibilities - Delivery of both annual...

A financial services recruitment agency seeks a skilled Private Banking Consultant in Durban. The role demands expertise in fostering customer relationships and offering tailored financial solutions. Ideal candidates will have a relevant degree, FAIS accreditation, and experience in Private Banking or Wealth Management. The position emphasizes both client retention and new business acquisition,...

Overview Business Consultant – Partner & Client FX Grow partner relationships and enable seamless cross-border fund flows Foreign Exchange & Financial Services | Salary: Market-related About Our Client Our client is a specialist foreign exchange and international payments provider that supports partners and their clients with moving funds in and out of South Africa. Operating in a regulated...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

A leading financial institution in Durban seeks a Private Wealth Client Manager to manage and grow a portfolio of clients. This role requires strong stakeholder management, financial analysis, and exceptional customer service skills. Key responsibilities include delivering innovative solutions, contributing to a service excellence culture, and ensuring compliance with relevant policies....

A leading financial services group in Durban is seeking to fill a role that involves managing a portfolio of Private Wealth Clients. The successful candidate will proactively identify opportunities to deposit new business and enhance the experience of existing clients. Responsibilities include ensuring exceptional service delivery, achieving financial targets, and developing stakeholder...

A reputable financial advisory firm is seeking a Senior Wealth Advisor in Durban to build and manage a high-net-worth client portfolio. The role requires a blend of financial expertise and relationship management skills, with at least 5 years of experience in investment and insurance sectors. The ideal candidate will have strong client service focus and excellent communication skills, along with...

A leading South African financial institution seeks a Private Advisor in Durban to enhance client engagement and loyalty through effective wealth management strategies. The ideal candidate will possess an NQF level 7 FSCA approved Degree and RE5 Regulatory Compliance Certificates, with 3 to 5 years of experience in a financial sales/service environment. This position offers a chance to network...

A leading financial institution is seeking a Private Advisor to provide exceptional service and guidance on wealth creation to private clients. The ideal candidate will have a relevant degree, RE5 certification, and 3-5 years of experience in a financial sales/service environment. Responsibilities include driving client retention and managing relationships for growth. This role offers potential...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...