Wealth Management Consultant jobs in Edenvale

Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services. The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base...

Minimum requirements: - Matric (Grade 12) required - RE5 Certificate preferred (or willing to obtain within 12 months) - Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management - Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) - Proven experience in new business processing and client servicing -...

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...

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...

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...

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...

A financial planning practice is seeking an experienced Wealth Administrator to step into a Client Relationship Manager role in Johannesburg. The ideal candidate will manage client communications, process paperwork, and collaborate with financial planners. A minimum of 3 years' experience, a Matric qualification, and familiarity with financial planning tools are essential for ensuring a seamless...

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...

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...

Product Development Manager - Wealth Mgt Innovative Wealth Mgt business seeks analytical and proactive indiv. Key role to manage and contribute toward development & implementation of products, special projects and initiatives for Wealth Mgt business (Stockbroking, Portfolio / Asset Mgt, Financial Advisory etc). Main Responsibilities: - Be instrumental in exploring, researching and assessing...

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 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, professional and...

Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Must have RE5 Must have a Degree/NQF level 7 (FSCA approved) Must have at least 3 to 5 years' experience as a Wealth ManagerAchieve gross production target as indicated in scorecard.Achieve...

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 recruitment agency is seeking a team leader for relationship management in wealth and investment. This role demands oversight of high net worth client portfolios, ensuring exceptional client service and compliance with regulations. The successful candidate will have over 8 years of experience in wealth management, leading teams in the banking sector, and delivering strategic insights....

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...

Minimum requirements: - Matric (Grade 12) required - RE5 Certificate preferred (or willing to obtain within 12 months) - Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management - Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) - Proven experience in new business processing and client servicing -...

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...

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...

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....