wealth management assistant jobs in Milnerton

A leading financial services provider is seeking a dedicated Wealth Manager Assistant in Cape Town. This full-time hybrid role involves supporting Wealth Managers with client communications, administrative tasks, and maintaining client portfolios. Candidates should have a minimum of 5 years’ experience in finance, excellent organizational abilities, and proficiency in MS Office. The company...

A established reputable firm requires an Assistant to the Wealth Manager. Responsibilities DUTIES: Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers. Assisting the financial planners in servicing clients. Requirements - Grade 12 essential - Industry experience is essential. Candidates with no industry experience will...

EQ-FIN Bryanston - Wealth Planner Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent, Full Time Published: 10 hours ago Unlimited Earning Potential: Rewards and Incentives Introduction Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a...

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on...

Job Overview - Application Deadline: 26 February 2026 - Job Location: Cape Town, Western Cape - Job Title: Wealth Administrative Assistant - Education Level: High School / Matric - Job Level: Intermediate - Minimum Experience: 1 - 3 Years Wealth Administrative Assistant required in Cape Town. Have you worked within the financial planning and wealth management industry? Our client based in the...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

REQUIREMENTS - Grade 12, tertiary qualification will be an advantage - Own vehicle, transport and driver's license - Both English and Afrikaans speaking and writing skills required - Good written and verbal communication skills - Ability to work under pressure and meet deadlines - Methodical, detailed and organised work style - Professional corporate appearance - Able to multitask in a...

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...

A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...

Overview Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team! If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your...

Apply Here: Position Preview Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into: Regional Manager JOB PURPOSE In this role, you’d be required to meet with prospects and clients, conducting...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial...

Our Client 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...

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...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) - Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - Type: Permanent - Hours: Full Time - Published: 3 days ago - Unlimited Earning Potential - Rewards and Incentives - EE/AA, Non EE/AA Introduction Are you looking...

A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client...

A leading financial services firm in Cape Town is seeking a professional to prepare new business cases for wealth managers, ensuring compliance with industry standards. Responsibilities include managing client onboarding, generating investment proposals, and maintaining accurate records. The ideal candidate must have a Senior Certificate and RE5, along with strong financial knowledge and...

A reputable financial firm in Cape Town seeks an Assistant to the Wealth Manager. Responsibilities include administrative tasks, scheduling meetings, and client correspondence. Ideal candidates will possess Grade 12, have industry experience, and speak both English and Afrikaans. Proficiency in Adobe PDFs and Microsoft Office tools is essential. This role requires excellent time management and...

Job LocationClaremont, Cape TownPosition titleWealth Manager AssistantDescriptionThis is a full-time hybrid role based in Cape Town, with some flexibility for remote work. The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. The role requires excellent organizational skills to assist with...

Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re seeking a dynamic Wealth Manager to...