wealth management assistant jobs in Edenvale

A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and...

A leading wealth management firm is seeking a Paraplanning Assistant based in Johannesburg to support Financial Planners in managing client portfolios. Responsibilities include conducting research for client reports, preparing financial documentation, and assisting in compliance and risk management tasks. The ideal candidate will have a Matric qualification and 2-3 years of experience in the...

Listing reference: click_ Listing status: Online Apply by: 29 January 2026 Position Summary Industry: Wholesale & Retail Trade Job category: FMCG, Retail, Wholesale and Supply Chain Location: Edenvale Contract: Permanent Remuneration: Market Related EE position: Yes About Our Company Clicks Group Introduction Are you passionate about retail and service excellence? Are you confident to...

JUNIOR ASSISTANT BRANCH MANAGER - Linksfield THE SALARY IS BETWEEN R6000 & R7000 PER MONTH. The Junior Assistant Branch Manager is responsible for supporting the Branch Manager in the successful running of the branch.. The Junior Assistant Branch Managers role is predominately office bound but can extend to other areas like the yard. This person is in constant contact with our customers and...

R e sponsibilities: Stock Management:E nsure that stock is accurately received & unpacked to merchandise and replenish the sales floor. M onitor and manage stock levels through defined processes (stock counts, stock takes, stock loss action plans etc.) to mitigate risks (stock loss) and ensure adequate stock on hand. O versee the overall maintenance of the stockroom to meet housekeeping...

Designation: Wealth Adviser Assistant (ADP) | Rosebank, Gauteng | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 19 Jan 2026 Reference Number: POS40254 Closing date: 02-Feb-2026 Position Type: Permanent Location: Rosebank Overview: VACANCY | WEALTH ADVISER ASSISTANT (ADP) |...

Division / Department: Wealth Management Job Title: Wealth Management Associate (WMA) Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client‑centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager, by...

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 advisory firm in Johannesburg is seeking Wealth Managers for new business development and client servicing roles. Candidates should have a relevant financial qualification, sales skills, and experience. The position offers a competitive compensation structure with salary and commission options. This is an opportunity to engage clients from retirement funds and provide tailored...

A leading financial services provider in Johannesburg is seeking a full financial services advisor to guide high-income clients on savings, investments, and estate planning. Ideal candidates must possess RE5 and a degree at NQF level 7, along with 3 to 5 years of Wealth Management experience. This role demands a strong focus on achieving production and sales targets, maintaining compliance with...

About Us 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 succeed...

Lead, Relationship Management, Wealth and Investment Job Openings Lead, Relationship Management, Wealth and Investment About the job Lead, Relationship Management, Wealth and Investment Purpose: To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advise, support and service to clients, to develop the business....

Distribution Strategy & Leadership - Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels. - Lead, mentor, and manage the distribution and business development teams with clear performance metrics. - Identify and build strategic partnerships with platform providers, advisors, and asset managers. - Strengthen...

An established industry player is seeking passionate Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to work with high-net-worth clients, providing tailored offshore and onshore advice. You will receive extensive training and mentorship to enhance your skills and support your clients effectively. With a commitment to...

Wealth Manager Assistant – Honeydew, Johannesburg. Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through. Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly and efficiently. Johannesburg West (Hybrid – work from home with 2 in-person meetings per...

A leading wealth management firm in Johannesburg seeks an experienced professional to develop and implement a comprehensive wealth distribution strategy. The role involves leading and mentoring teams, identifying strategic partnerships, and driving business growth while ensuring compliance with regulations. Candidates must possess a Bachelor's degree, advanced financial certifications, and 10-15...

JHB - Relationship Manager, Wealth and Investment About the job JHB - 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 their needs are met, thereby achieving the defined revenue targets...

Insurance and Wealth Creation Professionals t/a IWCP 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...

Job Vacancy : Wealth Managers (New Business & Client Servicing Roles) Locations : Johannesburg, Cape Town, Durban Remuneration : New Business Role : Basic salary + high commission (3 options available) Client Servicing Role : Primarily salary-based + performance incentives An established and nationally represented advisory firm is seeking Wealth Managers for two key functions : New Business...

Wealth Manager Assistant (JB5812)Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)R15 000 - 20 000 CTC per monthContractSupport an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly...