wealth management jobs in George

Job Location: George, Western Cape, South Africa Application Deadline: February 13, 2026 Are you someone who can: - Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue and increase the organisation's customer base. - Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer...

Wealth Manager page is loaded## Wealth Managerlocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R31570# Job DescriptionTo 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...

time left to apply End Date: February 13, 2026 (21 days left to apply) job requisition id R31564 Job 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. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design...

Job DescriptionTo 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.Hello future Wealth Manager,Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

A leading investment management firm in South Africa is seeking a skilled Distribution Sales Manager to drive business growth in the IFA and wealth manager segments. The role requires the ability to establish strong relationships and possess deep investment knowledge. The ideal candidate will have a CFP® designation and a BCom degree. This position offers a permanent opportunity to make a...

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. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

A leading financial institution in George is seeking an Investment Portfolio Manager to oversee client investments aligning with agreed mandates. The role involves conducting thorough market analyses, enhancing service delivery processes, and establishing key stakeholder relationships to drive revenue growth. Ideal candidates will possess required certifications and relevant financial analysis...

A leading financial institution in South Africa seeks an Investment Portfolio Manager. In this role, you will manage client investments while providing valuable financial insights and analysis. You will engage with fellow professionals and clients, focusing on delivering exceptional service and identifying growth opportunities. Ideal candidates hold FAIS, RE certifications and possess a solid...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A financial services company based in George is looking for an Investment Portfolio Manager to manage client investments and contribute to growth strategies. You will be tasked with analyzing financial data, building client relationships, and ensuring service excellence. Ideal candidates should have relevant qualifications and experience in investment analysis and market trends. This is a...

A financial services provider in George, Western Cape is looking for an experienced Wealth Manager to inform customers on financial products and develop financial plans. The ideal candidate will possess a relevant degree and have 3 to 5 years of experience working with high-income clients. Responsibilities include achieving sales targets, ensuring compliance with industry standards, and...

A leading financial institution in George seeks an Investment Portfolio Manager to manage client investments and enhance revenue growth. The ideal applicant should have strong analytical and relationship-building skills, and proficiency in financial management practices. Responsibilities include developing budgets, conducting market analysis, and ensuring high-quality service delivery. This...

A leading financial institution seeks a Private Wealth Advisor in George, Western Cape. The role demands delivering exceptional client experiences and expertise in investment and financial planning. Candidates should possess a relevant degree and have substantial experience in wealth management and client interactions. Join a dynamic team dedicated to driving client retention and financial...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...

A leading financial services company in South Africa is seeking an Investment Portfolio Manager. You will manage client investments, focusing on service excellence and strategic growth. Your responsibilities will include conducting financial analyses, engaging stakeholders, and providing insights for business development. Ideal candidates will have necessary financial certifications and a strong...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A prominent financial services institution in South Africa is seeking a Private Wealth Advisor who will deliver exceptional experiences to clients. The ideal candidate should have a relevant degree and 3 to 5 years of experience in Investment or Wealth Management. Responsibilities include providing tailored financial solutions, conducting client reviews, and achieving sales targets. This position...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...

A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...