150 Wealth Manager jobs in Johannesburg

Business Unit - Nedbank Private and Wealth - High Net Worth

Closing Date - 3 September 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Investment Banking

Manage Self: Professional

FAIS Affected - Yes

To manage clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation, as per the business strategy.

• Acquire and retain clients' assets under management through sales activities and consulting with clients for profitable pricing.
• Grow internal Nedbank Group networks by identifying suitable groups and individuals in order to create awareness of the value proposition and attract leads.
• Research new client targets by evaluating opportunities and preparing for first contact.
• Analyse current and potential clients by determining Wealth Management opportunities in relation to their portfolio in order to achieve growth in revenue.
• Propose and execute on client wealth management needs, through personal and specialist support to ensure a profitable and sustainable solutions.
• Cross-sell on-shore and off-shore Investments, Estate Planning, Risk, Banking and Philanthropy solutions by continuously reviewing and seeking to understand client needs in order to increase Assets Under Management and increasing overall client share of wallet.
• Build and maintain relationships with internal stakeholders through collaboration, information sharing and giving and receiving feedback
• Grow external networks through participation in events and membership to external bodies in order to source referrals and leads external to Nedbank.
• Identify opportunities and referrals based on programmes and reviews by executing client visitation programme and annual reviews and utilising specialists as needed.
• Undertake correct wealth planning activities appropriate for client.
• Monitor performance on ongoing basis by analysing own contribution against targets and/or revenue
• Utilise available resources by managing stakeholder expectations and ensuring deliverables within expected timeframes.
• Propose and execute on client wealth management needs personally and through the support of specialists by advising within regulatory framework
• Mitigate risk to Nedbank by providing professional expertise to ensure regulatory compliance and best advice for client.
  

• Ensure compliance to legal and regulatory requirements by taking all legal/compliance steps and completing mandates/documents to record all advice.
• Resolve work obstacles by managing on a case-by-case basis and early escalation where required.
• Contribute to strategy development by recommending improvements to existing processes and strategies.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
  

• Matric / Grade 12 / National Senior Certificate
• National Certificates and Occupational Awards

• Degree in Commerce/Finance/ Business Science etc
• Post Graduate Diploma in Financial Planning (essential)
• Certified Financial Planner (CFP) or studying towards CFP
• Regulatory FAIS Exams - RE5 (essential)

• 3-5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential

• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Relevant regulatory knowledge
• Decision-making process
• Nedbank policies and procedures
• Business Acumen
• Relevant software and systems knowledge
• Banking knowledge
• Banking procedures
• Research methodology
• High-Impact Communication
• Managing Work
• Sustaining Customer Satisfaction
• Technical/Professional Knowledge and Skills

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Please contact the Nedbank Recruiting Team at

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Nedbank Ltd Reg No 1951/ /06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investments offering.

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

They are looking to bring in an experienced Wealth Manager & afford them the opportunity to succeed with their superior and diverse risk and investments offering.

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.

The successful incumbent will amongst others be responsible for:

• Client Relationship Management
• Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
• Performance Reporting
• Task Management for Onshore and Offshore Structuring
• Market Research and Analysis
• Digesting Market Research and Analysis

• B.Com, BBusSci or related degree
• CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
• FAIS Compliant
• Proven experience as a Wealth and Investment Manager with a focus on HNW clients
• In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
• Strong analytical and quantitative skills
• Excellent communication and interpersonal skills
• Compliance-oriented mindset and adherence to regulatory guidelines

Competitive remuneration package + Incentives

Overview

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion , to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories , providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving .
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance , or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools , with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills , capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure , deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture , uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future , you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Skills: Financial Forecasting; Financial Analysis; Finance; Financial Planning; Forecasting; Data Driven

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3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU /KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:



SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

• Bachelor’s degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
• 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
• Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
• Excellent communication and business partnering skills
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Join to apply for the Financial Planning Assistant role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

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SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a

Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN /JC

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

Salary:

17000 Monthly

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant . Join a committed team focused on exceptional client engagement.

POSITION INFO:

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.
  
  

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.
  
  

• 2–3 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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