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Wealth Management Jobs in South Africa

Jobs 1-10 of 36

Wealth Manager

Johannesburg

related field such as a BCom, BusSc

  • A wealth management or investment management qualification recognized i>At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
  • Experience


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  • Wealth Manager | Claremont

    Claremont  R 480 000 - R 600 000 Per Annum

    Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal

  • Visit client on a regular basis to provide wealth management feedback and have meaningful discussion to information in Xplan.
  • Collate the wealth management reports in preparation for the set client


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  • Wealth Management Assistant

    Cape Town City Centre  18000 Monthly

    interactions with clients

  • Support Wealth Managers as required in providing a client servicing


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  • Wealth Manager's Assistant

    Cape Town City Centre  30000 Monthly

    em>

    • Administrative support to Wealth Manager:
      • Prepare and collate new client onboarding issues with clients directly on behalf of the Wealth Manager
      • Manage the process of preparation of
      • Compile proposal documents based on the Wealth Manager instruction and recommendations.
      • Compile analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
      Wealth Managers and Financial Advisors with administrative


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    Wealth Manager | Kwa-zulu Natal

    Durban  R 900 000 - R 1 800 000 Per Annum

    Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity client has been engaging with experienced Wealth Managers, regarding the possibility of joining their


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    Salaried Wealth Manager | Cape Town

    South Africa  R 360 000 - R 720 000 Per Annum

    Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity


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    Paraplanner

    Cape Town City Centre  50000 Monthly

    existing clients.

  • Prepare Goals Based Wealth Management proposals and reports for clients.
  • Prepare of wealth management products / strategies.
  • Assist Wealth Managers and Wealth Management Associates
  • Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure years experience as a Paraplanner within wealth management, preparing detailed and complex proposals


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  • Para Planner | Claremont

    Claremont  R 480 000 - R 600 000 Per Annum

    need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals existing clients.

  • Prepare Goals Based Wealth Management proposals and reports for clients.
  • Prepare of wealth management products / strategies.
  • Assist Wealth Managers and Wealth Management Associates
  • Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure years experience as a paraplanner within wealth management, preparing detailed and complex proposals


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  • Wealth Administrator

    Cape Town City Centre  Market related

    My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

    Astute system for the Para-Planners and Private Wealth Managers

  • Chase takeovers and send to providers Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
  • Sort requirements (if needed)
  • Liaise with Private Wealth Managers to obtain outstanding requirements (if nee


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  • Application Development Manager – Johannesburg (hybrid) – Up To R1.4m Per Annum

    Johannesburg  1 400 000

    leading wealth management firm is right up your alley! Ranking within the top 5 wealth management companies


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    Average Annual Salary

    for Wealth Management jobs in South Africa
    R 402,356

    No. of Jobs added in the last week

    for this search.
    8