Wealth Management Associate
Posted today
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We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.
What To Expect
- Researching advice-related issues for inclusion in client reports and Records of Advice
- Uploading client financial information onto software systems and preparing financial scenarios for planner use
- Conducting portfolio analysis to align with client and advisor requirements
- Drafting Records of Advice for Financial Planners
- Assisting in managing the client review process
- Handling top-up and ad hoc investments, as well as rebalancing portfolios
- Preparing meeting packs and recording minutes
- Maintaining compliance and monitoring risk products
- Conducting portfolio analyses
- Managing operational and regulatory reporting
- Resolving client queries via phone and email
- Assisting with compliance officer visits and audit processes
- Performing general office management and administrative duties as needed
- Overseeing client review scheduling and updates
- Conducting financial market and fund research
- Completing work requests as per financial planning policies
- Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
- Preparing review meeting reports for Senior Wealth Planners
- Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
- Performing financial calculations and risk analyses to identify shortfalls and propose solutions
- Researching developments in investment and risk products
- Undertaking research for investment and advisory solutions
- Participating in assigned projects
- Ensuring adherence to FICA and FAIS compliance regulations
- Maintaining professional knowledge to align with industry and legislative requirements
Qualifications
What You'll Bring:
- Degree or qualification in a relevant field
- Post-graduate qualification preferred
- Meeting Fit and Proper requirements as per the FAIS Act for representative appointment
Skills
- Proficiency in Microsoft Word and Excel
- Ability to build and maintain strong client relationships
- Strong written and interpersonal communication skills
- Comprehensive understanding of financial advisory compliance
Personal Attributes
- Client-focused, professional, and ethical
- Enthusiastic, friendly, and positive-minded
- Well-organized, deadline-driven, and diligent
- Effective problem-solver with strong multitasking ability
- Team player with the capacity to work independently
- High ethical standards and maturity
Senior Investment Banker: Special Asset Management
Posted today
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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
Seasoned Investment Banker to provide strategic financial advisory and transaction execution services to clients navigating distressed and special situations for the Corporate & Investment Bank (Investment Banking Division including Commercial Property Finance, Markets and Transactional Banking).
The role is suited to a seasoned Investment Banker with specialist knowledge in the management of CIB clients facing financial distress and with experience of distressed asset management strategies and restructuring, coupled with excellent verbal reasoning and negotiation skills, to effectively navigate situations and operate under pressure. Candidates with experience in distress and or corporate finance, M&A and or debt advisory experience, holding a CA/LLB or similar with a minimum of 8 years relevant experience. Depth of knowledge of CIB lending, trade products, corporate finance and capital raising requirements (debt and equity) is essential
Job Description
This role involves working closely with distressed companies, their Board's and Executive Committees, creditors, investors, and other stakeholders to formulate and execute restructuring and turnaround strategies. The Specialist Investment Banker is responsible for solutioning, negotiating and delivering complex financial restructures that optimize outcomes for all parties involved while minimizing risk and seeking commercial outcomes to better align the returns with the risk profile
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Associate: Investment Banker Special Asset Management
Posted today
Job Viewed
Job Description
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
Dynamic and results-driven Investment Banker to join Investment Banking Special Asset Management team to provide strategic financial advisory and transaction execution services to clients navigating distressed and special situations for the Corporate & Investment Bank.
The successful candidate be able to build and maintain strong relationships with clients, conduct in-depth financial analysis and modeling to assess market conditions and risks whilst collaborating with senior bankers to develop innovative solutions for clients. Experience in restructuring, distressed lending and asset management strategies will be advantageous. Candidates with experience in corporate finance, M&A, leverage finance and or debt advisory experience, holding a CA/LLB or similar with a minimum of 5 years relevant experience.
Job Description
Education
Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Financial Services Administrator
Posted today
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Financial Services Administrator
Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)
Johannesburg North (Fourways area), Gauteng
Salary R15,000- R18,000 per month
We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.
Key Responsibilities:
Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.
General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.
Experience required:
Background: Ideally, you will have experience in financial services, pension or investment administration.
Qualifications: Financial Services-related qualifications are desirable, but not essential.
Skills & Attributes:
Strong organisational skills with the ability to manage multiple tasks.
Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.
Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.
Job Type: Full-time
Pay: R15, R18,000.00 per month
Experience:
Microsoft Excel: 1 year (Preferred)
Job Type: Full-time
Pay: R15 000,00 - R18 000,00 per month
Location:
- Johannesburg North, Gauteng (Preferred)
Work Location: Hybrid remote in Johannesburg North, Gauteng
Financial Services Business Development Consultant
Posted today
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Job Description
Introduction
EQ-FIN is one of Liberty's
largest and top-performing national partners
, with a strong footprint across South Africa.
Our mission is simple: to help individuals and businesses secure their
financial future
.
Through the
EQ-FIN Academy
, a dedicated business centre, to develop Financial Advisors into industry leaders with world-class training, mentorship, and career growth opportunities.
Your success is our we're committed to helping you reach your full potential
Why Join EQ-FIN?
We provide more than just a job — we offer a career platform that empowers you to grow:
- Reduced administration – focus on clients, not paperwork
- Continuous learning – accredited qualifications up to
NQF Level 8 - Bursaries through our Educational Trust
- Structured, bespoke training to ensure your success
- Leadership development and career progression
- Performance-based rewards – the more you achieve, the more you earn
- Supportive team culture – mentorship, resources, and collaboration
As a
Consultant
, you will:
- Build relationships with individuals and businesses to understand financial needs
- Provide advice on
investments, insurance, retirement planning, and tax solutions - Prospect and develop new client opportunities
- Set up appointments and conduct financial needs analysis
- Develop
customised financial plans
that adapt to changing client goals
- Present and recommend Liberty's financial products and solutions
We're looking for people who are:
- Entrepreneurial and self-driven
- Passionate about people and relationship building
- Energetic, resilient, and motivated
- Open to studying and continuous professional development
Minimum Requirements
- Matric Certificate (
degree desirable
)
- Previous field sales/business development experience (advantageous)
- Transferable Skills
- Own car and valid driver's licence – non-negotiable
- Clear
credit
and
criminal record
Financial Operations Manager- Financial Services
Posted today
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One of my clients that is based in the East Rand is looking for an Operational Financial Manager to join their team. Experience in the Financial Services, Banking industry is not negotiable
Responsibilities:
Analysis
Budgeting
Forecasting
Projects
Implement and improve controls
Strategy
Planning
Process improvement
People management
Qualification/ Skills:
Finance Degree
8-10 years' experience
Operational Finance experience
Team management experience
Projects
Experience in the Financial services/ Insurance industry
Fund management experience
Process improvement
Financial Services Long term Insurance Sales
Posted 5 days ago
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Job Description
Liberty is looking to expand their sales force.
Are U a driven, ambitious individuals who is well connected looking to build a professional practice?
Liberty offers extensive training, mentorship and development.
This is an uncapped commission based role.
No experience needed.
Requirements:
Matric
Tertiary education an advantage
If experienced in the field, all compliance qualifications is a must have
2 years sales experience
Laptop
Drivers License
Own car
Network of clients
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Graduate Programme 2026 - BMW Financial Services
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GRADUATE PROGRAMME 2026 – BMW Financial Services - Midrand, Johannesburg.
BMW Group South Africa is calling on enthusiastic and talented graduates who may be interested in applying for our 2026 Graduate programme. At BMW we build more than just cars, we support upcoming talent who demonstrate potential in our fast-paced and challenging environment. We encourage collaboration and innovation; you will have a voice and the opportunity to bring ideas to life. Grab this excellent opportunity to gain hands-on work experience with an internationally renowned, premium brand. The programme is aimed at graduates who will complete their studies at the end of 2025 or have completed their studies within the past 18 months and are currently unemployed. Graduates will be based in Gauteng at BMW Financial Services in Midrand, Johannesburg.
What to expect from the Graduate Programme?
- On the job practical training in your field of study.
- Technical and leadership skills training.
- Continuous mentoring and coaching.
- Exposure to high levels of collaboration in cross-functional teams.
Please attach your CV, ID copy, Academic Record, Qualification certificate, Matric Certificate, or any relevant Certificates for your qualification as part of your supporting documents when applying.
Qualifications:
A university degree or higher with an average pass mark of 65% in the following career streams:
- B.Com.
- B.Com Finance.
- B.Com Internal Auditing.
- B.Com Accounting.
- B.Com Investments.
- Computer Science/Information Systems/IT degree.
Skills and Competencies:
- Conceptual and analytical thinker.
- Team player.
- Resilient.
- Results-focused.
- High learning agility.
- Effective communication.
- Adaptability.
- Computer Literacy.
- Attention to detail.
- Self-starter.
All appointments will be made in line with the divisional strategy and requirements of the programme.
Closing date: 21 October 2025.
Graduate Programme BMW Financial Services
Automotive
Midrand
South Africa
Legal entity:
BMW Financial Services (South Africa) (Pty) Ltd.
Location:
Midrand
Job field:
Training
Job ID:
Publication date:
Talent Programs
Full-time
Financial Services Long term Insurance Sales
Posted today
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Job Description
Enjoy high earning potential, flexable schedule and the reward of helping others achieve financial goals and build a professional career? Liberty is looking to expand their sales force. Are U a driven, ambitious individuals who is well connected looking to build a professional practice? Liberty offers extensive training, mentorship and development. This is an uncapped commission based role. No experience needed. Requirements: Matric Tertiary education an advantage If experienced in the field, all compliance qualifications is a must have 2 years sales experience Laptop Drivers License Own car Network of clients