Wealth Management Client Associate Jobs in South Africa

Position Summary:Fidelity ADT seeks a highly motivated and experienced Growth and Attrition Specialist to join our team. The incumbent will be required to identify initiate maintain and grow effective community relationships in order to proactively and reactively support local growth strategies. Fur...

DescriptionThe opportunity is an e-commerce platform on a mission to transform the way food is traded across Africa. We use technology to connect producers to markets with the biggest need for their produce. aims to increase income of producers and make food more affordable to consumers. Learn more...

IntroductionZestlife is looking for an Inbound Client Services Call Centre & Correspondence Administrator to join our Client Services team. If youre passionate about excellent customer service solving queries efficiently and creating great client experiences wed love to hear from you!Role PurposeCli...

Relationship Manager: RRB Requisition Number-144535Closing Date-20 March 2026Location- RustenburgJob Family Sales and ServicesCareer Stream Relationship ManagementLeadership Pipeline Manage Self ProfessionalFAIS Affected FAIS Affected - YesJob Purpose To acquire and deliver banking solutions to the...

A fast-growing and innovative company is looking for a sharp FP&A Analyst who enjoys working at the intersection of finance data and business strategy.If you are someone who loves numbers analytics and turning financial data into insights this opportunity could be the perfect next step.Role Overview...

TransUnions Job Applicant Privacy NoticeWhat Well Bring:Manage all consumers interactions within required parameters inclusive of calls emails and other tasks will be determined from time to time by the Team manager.Where required capture all consumers details and data relevant to the call/ service...

Role DetailsType of Support: Ticket ManagementContract Duration: Full-timeTraining Schedule:Open to shifting schedules (subject to business requirements)Work Schedule:Open to shifting schedules (subject to business requirements)Work Type and Location: Remote South AfricaAbout UsCrescendorepresents...

To oversee the daily operations of client services management teams driving optimal performance and the delivery of exceptional client service that embodies world-class operational standards.Qualifications : Type of Qualification: First DegreeField of Study: Business CommerceExperience Required: Se...

Client Liaison OfficerFCS BethlehemReporting to the Branch ManagerJob Purpose:The above position is vacant at FCS Bethlehemreporting to the Regional Manager of the cash processing regionThe overall purpose of this position is to maintain the entire daily operation of the branches and to ensure all d...

To source and secure new HNW individual Personal Insurance customers.The role will require a face to face interaction with high net worth customer market which always requires professional conduct.Providing a comprehensive array of customised Insurance solutions tailored to meet these customers need...

Reference: NFC023986-ULR-1If youre a finance professional who enjoys numbers people and the thrill of closing deals this could be your next big move. An independent financial advisory firm is looking for a Financial Analyst / Advisor to help grow and manage employee benefits solutions across an exis...

Reference: CPT000396-DvdM-1Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.Duties & ResponsibilitiesRequirements:Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics)...

IntroductionAn established and growing firm is seeking a highly organised and client-focused Senior Client Accountant to manage a diverse portfolio of clients across various industries. This role requires a detail-oriented professional who thrives in a deadline-driven environment and is committed to...

IntroductionPOSITION: Group Projects Director Hotel and HospitalityINDUSTRY: Hospitality SALARIES: Up to R360k p/a AREA: DurbanKwa-Zulu Natal SEND: napDuties & ResponsibilitiesManaging projects from conceptualization through to finalLiaising between mana...

Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.Requirements:Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term InsuranceNo More than 2 Years...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

Relationship Manager: RRB Requisition Number 144368Closing Date - 06 March 2026Location - ClaremontJob Family Sales and ServicesCareer Stream Relationship ManagementLeadership Pipeline Manage Self ProfessionalFAIS Affected FAIS Affected - YesJob Purpose To acquire and deliver banking solutions to th...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Type of Qualification: DiplomaMinimum QualificationNQF leve...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...