wealth management associate jobs in Ethekwini

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...

At Deloitte, our Purpose is to make an impact that matters for our clients, our people, and society. This is the lens for which our global strategy is set. It unites Deloitte professionals across geographies, businesses, and skills. It makes us better at what we do and how we do it. It enables us to deliver on our promises to stakeholders, while creating the lasting impact we seek. Harnessing...

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...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

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...

Financial Planner / Business Owner Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We’re not just offering a job — we’re offering a platform where you can build your own financial advisory business,...

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,...

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....

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...

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 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...