650 Wealth Management jobs in South Africa
Sanlam Financial Adviser : Durban, Umhlanga & Surrounding Areas
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Job Description
Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?- Assist in growing the Sanlam Adviser Business.
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Revenue generation (Single and recurring premiums).
- Activity quotas.
- Promote the Sanlam brand.
- Treating customers fairly to be applied to all client engagements.
- Role is aligned to your personal career aspirations.
- Networking, prospecting and leads generation.
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancellations or surrenders within the defined market.
- Client consultations and sales.
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
- Client Service.
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly).
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Grade 12. Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge And SkillsFinancial advice and support, Production target achievement and budgeting, Compliance and risk management, Client relationship management, Financial planning and recommendations.
Personal AttributesCommunicates effectively - Contributing independently, Tech savvy - Contributing independently, Action orientated - Contributing independently, Interpersonal savvy - Contributing independently, Persuades - Contributing independently.
Core CompetenciesCollaborates - Contributing independently, Being resilient - Contributing independently, Drives results - Contributing independently, Cultivates innovation - Contributing independently, Customer focus - Contributing independently.
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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Learnership - Wealth Management
Posted today
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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 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 3 days ago
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Job Description
Essence of the job :
The main purpose of this role is to deliver exceptional support to a Wealth Manager effectively managing deadline-driven tasks with client-centricity professionalism and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager by meticulously handling deadlines paperwork and operational details to enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the clients experience through effective communication proactivity and dependability enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families.
Qualification :
Commerce or financial degree from a reputable tertiary institution (advantageous)
CFP designation advantageous
RE5 advantageous.
Minimum Requirements :
Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.
3-5 years working experience in the financial planning environment assisting Family Officers and / or Wealth.
Managers and / or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
Prepare and collate new client onboarding documentation.
Oversee the management and updating of client CRM profile.
Liaise with external and internal providers on client specific queries and implementation of instructions.
Apply basic knowledge of the FAIS General Code of Conduct in daily work.
Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
Compile proposal documents based on the Wealth Manager instruction and recommendations.
Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).
Required Experience :
Key Skills
Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things
Employment Type : Full-Time
Experience : years
Vacancy : 1
#J-18808-LjbffrWealth Management Associate
Posted 9 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 11 days ago
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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
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Wealth Management Specialist
Posted today
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Job Description
Wealth Management Analyst-1
Posted 3 days ago
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Job Description
Description
To provide administrative and implementation support to Wealth Managers by executing administrative duties according to standard operating procedures.
To build and maintain client relationships, collaborate with internal stakeholders and service providers.
- Control costs by understanding the impact of work and minimizing waste.
- Manage personal costs and expenses to improve cost effectiveness.
- Identify and escalate potential risks that could increase costs.
- Follow standards and procedures to reduce costs.
- Suggest process improvements to save costs.
- Operate within budgeted operational costs for projects and work expenses.
- Manage physical resources and equipment to prevent financial loss and waste.
- Manage internal stakeholders and adhere to SLA agreements.
- Build objective relationships with stakeholders, including end-users, SMEs, project managers, and senior staff.
- Develop collaborative relationships to enhance productivity and service delivery.
- Maintain relationships for expectation management, knowledge sharing, and integration.
- Strive to improve service quality, productivity, turnaround time, and reliability to prevent operational loss.
- Resolve client queries according to standards; escalate issues when necessary to ensure prompt resolution and improved client experience.
- Suggest internal process improvements to enhance service levels and customer satisfaction.
- Serve as the first contact point for clients and manage interactions effectively.
- Complete assigned activities efficiently and accurately within set schedules.
- Participate in meetings, document discussions, and share information with the team.
- Deliver accurate work to ensure consistent departmental results.
- Use knowledge and experience to develop solutions that improve service delivery and quality.
- Be accountable for personal work, exercising judgment and discretion in line with organizational values and ethics.
- Comply with governance and compliance standards, escalating issues as needed.
- Continuously identify and escalate risks.
- Provide timely reports on operations, performance, and audits.
- Report transactional activity progress within guidelines to support decision-making.
- Plan and organize tasks to meet performance objectives.
- Identify activities for personal development and create a review plan with supervisors.
- Understand required competencies and skills for performance and development.
- Stay informed about learning opportunities, product changes, and industry trends.
Job Details
Applications will not be accepted after 21/08/25. Please submit applications before the deadline.
All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; it will be kept confidential unless legally required.
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Wealth Management Specialist | Centurion
Posted 9 days ago
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Job Description
The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients’ evolving needs.
Key Responsibilities:
- Strategic Wealth Management:
- Conduct comprehensive assessments of clients’ financial status, including assets, liabilities, income, expenses, and investment goals.
- Develop bespoke wealth management strategies aligned with clients’ objectives, risk tolerance, and timeframes.
- Design and manage investment portfolios using diverse asset classes and investment vehicles.
- Offer guidance on retirement, estate planning, tax optimization, insurance, and comprehensive financial planning.
- Continuously monitor and adjust clients’ portfolios and plans in response to changing circumstances, market conditions, and regulatory updates.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, ensuring regular communication and engagement.
- Execute wealth strategies and initiatives to drive business growth within the distribution channel.
- Identify and capitalize on emerging trends and opportunities in financial technology.
- Ensure alignment with client base, risk profiles, and channel-specific objectives.
- Implement financial planning and advisory strategies in line with channel goals.
- Conduct detailed financial analyses to uncover opportunities for cost optimization, revenue enhancement, and risk mitigation.
- Standardize processes and best practices for delivering financial advice, ensuring compliance with regulatory requirements and industry standards.
- Implement risk management strategies and frameworks specific to the channel.
- Conduct market research to stay ahead of trends, economic developments, and legislative changes.
- Collaborate with business development teams to identify growth opportunities and attract new clients.
- Promote the integration of Investment Philosophy, Risk Profiles, Elite Wealth Process, and advisory plans.
- Advocate for sound investment behavior among advisers based on wealth philosophy.
- Optimize structure and fees.
- Develop close relationships with business partners and practices, facilitating investment workshops.
- Address clients’ needs for wealth creation, preservation, and income, along with wealth management support services.
- Foster a client-centric culture, emphasizing personalized, high-quality wealth advice.
- Establish strategic partnerships with stakeholders to understand business priorities and requirements.
- Provide credible market insights to enable client growth and retention.
- Maintain relationships to meet service level agreements, ensuring professionalism, accountability, and competitive targets.
- Collaborate with brand and marketing managers to deploy effective strategies for wealth growth and engagement.
- Work with the wealth management team to implement operational plans.
- Develop ongoing engagement and marketing activities to support investment, savings, and wealth management propositions.
- Build productive relationships with key stakeholders.
- Attract, select, and recruit qualified talent in line with Employment Equity principles.
- Create a positive work climate and culture to energize employees and advisers.
- Demonstrate exemplary leadership through personal involvement and inclusive leadership.
- Drive a culture of best practices, continuous learning, and improvement.
- Ensure accurate workforce planning and execution.
- Identify growth and development needs for employees and advisers, collaborating on training and personal growth initiatives.
- Drive performance excellence by setting team goals and maintaining regular dialogues.
- Encourage innovation, integrity, and collaboration within the team.
- Manage the budget and implement sound financial controls.
- Authorize expenditures and enforce financial regulations.
- Enhance cost-effectiveness and operational efficiency.
- Implement risk management, governance, and compliance policies.
- Participate in financial policy and procedure effectiveness to prevent illegal or unethical conduct.
- Business Acumen: Comprehensive understanding of global financial markets, regulatory landscapes, and key business drivers.
- Client Commitment: Anticipates and exceeds client needs, fostering long-lasting relationships and supporting financial wellness.
- Results-Driven: Exhibits urgency, focus, accountability, and agility to achieve business results.
- Leadership: Actively leads change, promotes continuous improvement and innovation.
- Team Motivation: Fosters a positive work environment, building trust and commitment.
- Strategic Thinking: Develops competitive strategies for short-term profitability and long-term growth.
- Collaboration: Aligns efforts across divisions to prioritize business interests.
- Influence: Persuades and inspires others to gain support and commitment.
- Self-Awareness: Effectively manages self and relationships, providing perspective in challenging situations.
- Inclusiveness: Embraces diversity and engages with people from diverse backgrounds.
- Talent Development: Takes responsibility for personal development and mentors others.
- Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master’s preferred).
- Postgraduate diploma in financial planning.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Industry qualifications (RE5 & RE1).
- 5-8 years in financial services, particularly asset wealth management.
- 5-8 years in investment marketing.
- 5-8 years in financial advisers’ networks or agencies.
- Strong knowledge of investment advice philosophy, South African and international wealth management industries.
- Familiarity with financial markets, investment strategies, FAIS regulations, exchange control, and financial instruments.
- In-depth understanding of global financial markets, governance frameworks, and wealth management strategies.
Wealth Management & Creation Specialist
Posted 3 days ago
Job Viewed
Job Description
- Develop and implement bespoke financial strategies to help clients grow and protect their wealthlocally and internationally.
- Provide expert advice on investment planning, retirement strategies, estate structuring, and risk management.
- Build strong, trust-based relationships with clients by understanding their life goals, priorities, and financial preferences.
- Perform in-depth financial needs analyses and portfolio reviews to ensure alignment with client objectives.
- Collaborate with a team of internal professionals to deliver integrated, future-focused wealth solutions.
- A strong analytical thinker with the ability to simplify financial matters for clients.
- A client-first professional who thrives on building long-term relationships and delivering real value.
- Exceptional interpersonal and communication skills.
- High levels of integrity, discretion, and professional conduct.
- Matric certificate (required)
- Relevant degree BCom, LLB, or a related financial qualification
- Own laptop, reliable vehicle & valid drivers license (essential)
Why This Opportunity Stands Out:
- Join a future-forward firm with a strong reputation and proven support infrastructure.
- Access ongoing training, tools, and resources to help you serve clients with excellence.
- Work in a culture that recognises initiative, rewards high performance, and encourages long-term career growth.
- Enjoy a dynamic environment where you can build your own client base while collaborating with some of the industrys best.
Wealth Management Associate | Claremont
Posted 21 days ago
Job Viewed
Job Description
Key Result Area: Main Activities:
1. Administrative support to Wealth Manager
a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers on client specific queries and implementation of
instructions.
d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth
Manager
e. Manage the process of preparation of client review packs (with assistance from administrative
team and Paraplanners where necessary and as per business requirements)
2. Legislative Compliance (FICA and FAIS)
a. Apply basic knowledge of the FAIS General Code of Conduct in daily work.
b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly
to company internal compliance standards.
c. Ensure CDD is done on all clients based on their risk profile according to FICA and company
RMCP with guidance from internal compliance
3. Technical Support
a. Ensure a basic level of product knowledge by keeping up to date with products used by service
providers.
b. Compile proposal documents based on the Wealth Manager instruction and recommendations.
c. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager
recommendations and instructions.
Main Purpose of Job
The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven
tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an
administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details to
enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experience
through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth for
our private clients and their families
Direct Reporting Line Wealth Manager, with support from the WMA Team Coordinator
Direct / Indirect reports to this
position n/a
Required Experience
Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),
and FICA
3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers
and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and
responsibilities
Required Education Commerce or financial degree from a reputable tertiary institution (advantageous)
Professional registration (if
applicable)
CFP designation advantageous
RE5 advantageous
Computer Literacy MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
XPlan (advantageous)
Personal profile and competencies
Ability to prioritise, organise and plan around large amounts of information and tasks.
Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
High attention to detail and low tolerance for errors
Sound knowledge of and experience in FICA and FAIS
Highly numerate
Punctual