wealth management associate jobs in Durbanville

A leading financial services company in Durbanville seeks an Associate Wealth Manager to partner with wealth managers, addressing clients' risk needs and cultivating relationships. Ideal candidates have a Business Degree, relevant experience in risk insurance sales, and strong client management skills. This full-time role offers a variable earning potential based on commissions and requires skill...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...

Company DescriptionAECOM’s Enterprise Capabilities team is looking for an Associate Design Manager - Transportation to join our team in South Africa.About Enterprise CapabilitiesFundamental to our _Think and Act Globally _strategy and digital adoption, Enterprise Capabilities (EC) is AECOM’s primary vehicle for workshare. Operating across geographic boundaries and time-zones, EC partners with...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...

A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial...

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 afford them the opportunity to...

A leading financial services provider is seeking a dedicated Wealth Manager Assistant in Cape Town. This full-time hybrid role involves supporting Wealth Managers with client communications, administrative tasks, and maintaining client portfolios. Candidates should have a minimum of 5 years’ experience in finance, excellent organizational abilities, and proficiency in MS Office. The company...

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...

A leading financial services firm in Cape Town is seeking a professional to prepare new business cases for wealth managers, ensuring compliance with industry standards. Responsibilities include managing client onboarding, generating investment proposals, and maintaining accurate records. The ideal candidate must have a Senior Certificate and RE5, along with strong financial knowledge and...

Overview Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team! If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your...

Overview Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...

CT - Relationship Manager - Wealth and Investment Job Openings CT - Relationship Manager - Wealth and Investment About the job CT - Relationship Manager - Wealth and Investment Purpose: To manage an assigned portfolio of high net worth client accounts providing advice and relationship support ensuring optimal service, while integrating all products, services and resources, to ensure that...

A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client...

Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

Apply Here: Position Preview Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into: Regional Manager JOB PURPOSE In this role, you’d be required to meet with prospects and clients, conducting...

Job LocationClaremont, Cape TownPosition titleWealth Manager AssistantDescriptionThis is a full-time hybrid role based in Cape Town, with some flexibility for remote work. The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. The role requires excellent organizational skills to assist with...

Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re seeking a dynamic Wealth Manager to...