wealth management associate jobs in Germiston

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Manage and grow a portfolio of high net worth...

Job Summary: We are seeking a highly skilled and experienced Senior Associate to join our dynamic legal team. The successful candidate will play a key role in managing complex legal matters, providing strategic advice to clients, and supporting the firm’s partners in delivering exceptional legal services. Key Responsibilities: - Handle and manage complex cases and transactions across various...

Your future, as an Associate Dentist at mydentist Your future, your schedule You’ll be joining us at our Primrose junction, South Brent. Your future at our Primrose junction, South Brent practice An advanced practice with access to the latest equipment and materials including a brand new digital OPG & intra oral scanner. Digital X-rays and rotary endo in each surgery Support from an...

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...

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 -...

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...

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...

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...

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...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment - Conduct financial planning, risk analysis, and asset allocation strategies. - Maintain strong client relationships and ensure compliance with financial regulations. - Display strategic thought...

Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business – on their own...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills.. you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive...

ENVIRONMENT: JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client...

Wealth Manager Assistant (JB5812) Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week) R CTC per month Contract 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...

Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. - Conduct financial planning, risk analysis, and asset allocation strategies. -...

Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most...

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 -...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills.. you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities - Acquire new clients by building great relationships internally and externally. - Manage pipeline...