Wealth Management Advisor Jobs in South Africa

Key Responsibilities Ensure accurate and timely closure of books reviewing and analyzing Management Accounts (MIS) preparing accounts for finalization and consolidation and ensuring the general ledger and balance sheet are properly proofed. Conduct Profit & Loss variance analysis preparing detai...

Our client is seeking an experienced Financial Accountant to join the Port Elizabeth team Prepare month end accrual journals Various interest calculations and adjustments Reconciliations of 2 systems Preparing elimination amounts for monthly consolidated accounts...

iKhokha is on the lookout for the next Cash Advance Specialist to join our growing team.  Were searching for a professional analytical person with a flair for customer service and the ability to close a deal.  It doesnt just end here read more belowSo what will you do You will be responsible for emp...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.Qualifications : Type of Qualification: First DegreeField of Study: Busi...

Reference: NFR008483-Arist-1We are looking for a driven and detail-oriented Assistant Financial Manager to support and strengthen the finance function within a dynamic high-volume business. This role suits a technically strong accountant with solid people management experience and the ambition to gr...

IntroductionA leading automotive component and specialized fastener supplier wishes to employ a suitably qualified and experienced customer relationship manager to manage a portfolio of existing customer accounts.Responsibilities Include:Driving weekly customer invoicing against budgetsCustomer liai...

Reference: JHB003438-JW-1This entrepreneurial property management solutions provider is looking for x2 Property Client Relationship Managers (x1JHB & x1CPT) to be the key point of contact for client relationship building lease extension negotiations and ensuring seamless transitions throughout the c...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.Qualifications : Minimum QualificationsType of Qualification: First Degr...

About the Opportunity Wealth AssistantMenlyn Pretoria Market related salary Do you thrive in a support role have what it takes to help make a Wealth Manager successfulIs this youYouve worked in a support role supporting Financial Advisors but youre keen to make a change and take on more technical re...

IntroductionOur client seeks to appoint an experienced Senior Wealth Administrator with at least 5 years direct experience in a supporting role to financial planners and paraplanners. XPlan and MS Office at an intermediate level is essential. The incumbent must have exceptional telephone interperson...

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputabl...

Relationship Manager: RRB Requisition Number-143552Closing Date- 16 January 2026Location- UitenhageJob Family Sales and ServicesCareer Stream Relationship ManagementLeadership Pipeline Manage Self ProfessionalFAIS Affected FAIS Affected - YesJob Purpose To acquire and deliver banking solutions to th...

Company Overview:1-grid is a fast-growing web hosting company in Cape Town with an established customer base recently acquired by recognized leaders in the Internet services industry. We have the vision and resources to be the market leader in SA in the next 5 years; this vision is supported by an e...

To strategically grow maintain and retain a portfolio of Signature Banking clients in alignment with the segments value propositions and initiatives with a strong emphasis on delivering tailored financial solutions and fostering long-term client relationships. The role is focused on creating sustain...

A well-established financial services organisation is seeking a driven client-focused Financial Advisor to join its dynamic advisory team. This role is ideal for a motivated professional who is passionate about empowering clients through strategic financial planning and long-term wealth creation.𝐑𝐞𝐪...

Job Classification RequisitionMelissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank Clocktower Campus V&A Waterfront Cape TownClosing Date - 17 December 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob Famil...

A well-established financial services organisation is seeking a driven client-focused Financial Advisor to join its dynamic advisory team. This role is ideal for a motivated professional who is passionate about empowering clients through strategic financial planning and long-term wealth creation.𝐑𝐞𝐪...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth usingan ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that addvalue.Qualifications : QualificationBusiness Commerce DegreeExperience 5-7 years...

Reference: NFP016433-LLR-1Are you an experienced investment professional ready to take the lead in advising institutional clients and shaping high-impact investment strategies This is an exciting opportunity to step into a senior consulting role where your expertise leadership and strategic insight...

Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands Cape Town Competitive Basic Salary Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thr...