wealth management associate jobs in Centurion

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...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition,...

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own...

A highly respected and established wealth management practice, is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy, compliance, and delivering high-quality financial planning support within a reputable, long-term focused environment. This practice is known for its professional standards, stable...

Duties: - You will be working with our customers to define and deliver SOLIDWORKS solutions on time and within budget, whilst ensuring the maximum levels of Customer satisfaction. - You will provide our customers the highest quality technical support on queries relating to SOLIDWORKS and SOLIDWORKS PDM with its associated infrastructure, troubleshooting to find the optimal solution via the...

Introduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to...

Company Description We will give you the flexibility you need to do your best work with hybrid work options. Whether you’re working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.You will help us foster a culture of equity, diversity and inclusion - a safe...

Introduction- Are you a results-driven professional with a passion for business and excellence? If you thrive on leading the pace on business projects, conducting analysis and providing insights on key strategic projects, we’d love to connect with you.We’re looking for an Executive Finance Associate who will bring their dynamic energy to one of the most strategic portfolios in our organization....

Reports To: HR Director, AfricaWorkplace profile (hybrid)Job OverviewThe Associate HR Director is a mature, dynamic, proactive, and solutions-driven professional who plays a critical role in aligning HR strategies with business unit goals. This role bridges the global HR agenda with local business needs within the specified business unit, providing expert guidance to managers and employees, and...

Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust...

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...

Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 09, 2026 What You’ll Be Doing: - Work directly with clients to assess their financial needs - Build and maintain a strong client base and earn high commissions - Provide financial advice on investments, retirement planning, and insurance - Build your own personal wealth while helping clients reach their financial...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

Designation: Wealth Adviser | Pretoria, Gauten Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

Advance level role - Provide timely status updates including issues & risks to DM and DMLs as needed - Act as the Point of contact for Clinical Data Manager, working pro-actively to identify risks and provide mitigations - May communicate with the vendors to resolve reconciliation issues. - Provide input to Study set up activities including but not limited to creation of DVRs - Create and/or...

If complex disputes, high-stakes matters, and forensic investigations get your pulse racing, this is your chance to learn from the best. A top-tier legal firm is looking for a Senior Associate who’s ready to sharpen their skills alongside some of the best minds in corporate and commercial litigation. The role requires a strong background in complex dispute resolution, corporate and commercial...

Base level role Perform comprehensive data management tasks including data review, query generation and query resolution.This may also include, but is not limited to creation of eCRF completion guidelines, entry of test data for eCRF and the Data Review Model, testing of data validation rules, etc.Data Management tasks should be inclusive of Study Start-up, Execution, Database Lock and...

Advance level role Provide timely status updates including issues & risks to DM and DMLs as needed Act as the Point of contact for Clinical Data Manager, working pro-actively to identify risks and provide mitigations May communicate with the vendors to resolve reconciliation issues. Provide input to Study set up activities including but not limited to creation of DVRs Create and/or provide...