923 Wealth Management jobs in South Africa
Head of Wealth Management | Centurion
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Job Description
Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric philosophy.
Responsibilities:
Strategic Wealth Strategies Implementation:
- Implement the Wealth Management value proposition across the franchises for different segments of investment advisers.
- Promote the investment philosophy to empower financial advisers to demonstrate value to clients.
- Drive the adoption of the internal House view fund list.
- Manage strategic partnerships with product providers to support the wealth value proposition.
- Facilitate the investment advice process with financial advisers, encouraging the use of financial planning tools, advice processes, and investment proposals.
- Provide guidance on retirement planning, estate planning, tax optimization, and comprehensive financial planning.
- Continuously monitor wealth management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, maintaining regular communication.
- Execute wealth strategies and frameworks across franchises.
- Drive business growth through wealth strategic initiatives.
- Identify emerging trends and opportunities in financial technology.
- Support client base, risk profiles, and objectives specific to the channel.
- Implement financial planning and advice strategies, philosophies, and processes aligned with channel goals and objectives.
- Standardize processes and best practices for delivering financial advice, ensuring compliance with business strategy, regulatory requirements, industry standards, and organizational goals.
- Support risk management strategies and frameworks.
- Increase assets under management/advice for the business.
- Connect investment philosophy, risk profile, wealth process, and advice deployment plan.
- Promote investment behavior based on the wealth philosophy.
Adviser and Client Growth and Engagement:
- Partner with Wealth Managers to deliver the full wealth management value chain.
- Build close relationships with financial advisers and practices; facilitate investment workshops.
- Manage and connect components of the wealth management investment framework.
- Serve as a liaison between franchises.
- Contribute to the growth target.
- Focus on satisfying wealth creation, preservation, and income needs of clients, and wealth management support.
- Support a client-centric culture emphasizing personalized, high-quality wealth advice.
- Provide market wealth insights to enable client growth and retention.
- Collaborate with the marketing team to support marketing strategies of adviser practices for wealth growth, engagement, and sound wealth advice.
- Engage in marketing activities for investment, savings, and wealth management propositions.
- Assist with content creation and marketing for presentations, social media, newsletters, and websites.
- Manage the implementation of wealth management marketing plans, share updates, and facilitate sessions on relevant themes.
- Ensure consistent service delivery and support to external clients.
- Build and retain funds under management.
- Migrate existing assets to focus solutions and influence new business flows into these solutions.
- Update advisers on fund and market changes.
- Maintain in-depth knowledge of funds’ investment philosophy and objectives.
- Engage with stakeholders and users in promoting these funds.
Self-development:
- Identify growth and development needs within Wealth Management.
Governance and Monitoring:
- Ensure compliance with regulatory requirements and internal standards.
- Act as custodians of the wealth management philosophy, ensuring investment advice and processes are implemented within franchises.
- Focus on limiting potential investment risks to the business.
- Manage alignment of practices with Wealth Management solutions and core model portfolio offerings.
- Ensure compliance training and regular audits in conjunction with advice and license specialists.
- Ensure adherence to risk management and compliance processes.
- Investigate and report findings of non-compliance to organization policies and practices.
Qualifications:
- Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6) (essential).
- Certified Financial Planner (preferred).
Experience:
- 5-8 years in financial services, particularly in asset wealth management.
- 5-8 years in the investment marketing arena.
- Hold both RE1 and RE5 (essential).
- Strong knowledge of the investment and wealth management industry in South African and international markets.
- Knowledge of financial markets and investments and their application locally and internationally.
- Legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
Competencies:
- Entrepreneurial and commercial thinking.
- Presenting and communicating information.
- Relating and networking.
- Persuading and influencing.
- Delivering results and meeting customer expectations.
- Coping with pressure and setbacks.
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Learnership - Wealth Management
Posted 1 day ago
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Job Description
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes And Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60%)
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. #J-18808-Ljbffr
Learnership - Wealth Management
Posted 3 days ago
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Job Description
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Learnership - Wealth ManagementBusiness Unit: Discovery Central Services
Date: 22 Aug 2025
Discovery Corporate & Employee Benefits Learnership: Wealth Management
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management:
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Learnership - Wealth Management
Posted 6 days ago
Job Viewed
Job Description
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Vitality
Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management:
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60%)
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
- Not be engaged in post Matric studies or formal employment;
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years;
- Have effective communication skills in the written & verbal English language;
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Wealth Management Associate
Posted 15 days ago
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Job Description
Join to apply for the Wealth Management Associate role at ExecutivePlacements.com - The JOB Portal
3 days ago Be among the first 25 applicants
Join to apply for the Wealth Management Associate role at ExecutivePlacements.com - The JOB Portal
SUMMARY:
Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town
Recruiter:
The Recruitment Council
Job Ref:
Wealth Management As.
Date posted:
Tuesday, May 13, 2025
Location:
Claremont, South Africa
Salary:
Market Related
SUMMARY:
Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town
POSITION INFO:
Job Headline:
Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town
Job Description
Position: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management
Reporting To: Director / Key Individual
Recruiter: The Recruitment Council
Overview:
A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.
Key Responsibilities:
- Prepare client onboarding documentation and manage CRM updates
- Liaise with internal teams and service providers on client matters
- Draft Record of Advice and ensure compliance with FAIS and FICA
- Compile asset allocation reports, proposals, and financial needs analyses
- Assist with onboarding complex client structures (local and offshore)
- Collaborate with paraplanners and contribute to reporting innovation
- 3–5 years'' experience in financial planning or wealth management
- Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
- CFP and RE5 (advantageous)
- Strong organisational skills and attention to detail
- Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
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#J-18808-LjbffrWealth Management Specialist
Posted 17 days ago
Job Viewed
Job Description
- Valid Matric.
- Own reliable vehicle.
- Bachelors degree (BCom, LLB, or related degree)
- Must be bilingual English and Afrikaans.
- Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.
- Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.
- Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.
- Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.
- Collaborate with internal and external experts to deliver holistic wealth solutions.
- Strong analytical skills with a client-centric approach.
- Excellent communication and interpersonal skills.
- A high degree of integrity and professional ethics.
- Be part of a forward-thinking and client-first environment.
- Access to a wide range of resources and tools to support your success.
- Competitive compensation package and performance-based incentives.
- Opportunities for professional growth and development.
Wealth Management Specialist
Posted today
Job Viewed
Job Description
Wealth management specialist
Posted today
Job Viewed
Job Description
Own reliable vehicle.
Bachelors degree (BCom, LLB, or related degree) Must be bilingual English and Afrikaans.
What Youll Do: Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.
Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.
Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.
Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.
Collaborate with internal and external experts to deliver holistic wealth solutions.
What Were Looking For: Strong analytical skills with a client-centric approach.
Excellent communication and interpersonal skills.
A high degree of integrity and professional ethics.
Why This Opportunity? Be part of a forward-thinking and client-first environment.
Access to a wide range of resources and tools to support your success.
Competitive compensation package and performance-based incentives.
Opportunities for professional growth and development.
Please note only shortlisted candidates will be contacted.
If you have not heard from us in 2 weeks, please consider your application unsuccessful.
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Learnership - wealth management
Posted today
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Learnership - wealth management
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Learnership - wealth management
Posted today
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