Discovery Institute of Training 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
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
A leading financial services firm in Cape Town is looking for a Risk Analyst to oversee risk management activities in the Distribution Wealth division. The ideal candidate will have over four years of experience in the financial services
Reports to: Head of Corporate/M&A Practice Department: Corporate/M&A Location: 100% Remote Working Hours: Eastern Standard Time (EST) Contract type: Independent Contract Our Firm Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves
Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam,
Job DescriptionJoin a trusted financial services leader and help clients achieve their financial goals through professional, goal-based financial advice. As a Personal Financial Advisor operating within the FNB branch environment, you will leverage a strong brand,
Who are we? Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated
A leading investment management firm in South Africa is seeking a skilled Distribution Sales Manager to drive business growth in the IFA and wealth manager segments. The role requires the ability to establish strong relationships and possess deep
A premier Investment Management Firm in Pretoria seeks a Distribution Sales Manager to drive business growth within the Independent Financial Advisor and wealth manager market. This role requires combining high-level sales execution with deep investment knowledge to expand
A premier investment management firm in Sandton, South Africa is seeking a Distribution Sales Manager to drive business growth and build relationships with Independent Financial Advisors (IFAs) and wealth managers. The ideal candidate will have a strong sales
Role Overview: The Relationship Manager is a key support role within the company’s Cape Town Distribution Team, working closely alongside the Business Consultants to ensure partners and clients receive a consistently high level of service. The role
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
Claremont, Cape Town, South Africa | Posted on 22/05/2026 The Relationship Manager is a key support role within Currency Partners’ Cape Town Distribution Team, working closely alongside the Business Consultants to ensure partners and clients receive a
Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic
Currency Partners (PTY) Ltd in Cape Town invites an organized Relationship Manager to join our Distribution Team. You’ll support Business Consultants, manage partner queries, and keep operations running smoothly while developing strong partner relationships. The role offers
Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic
Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic
Responsibilities Investor Relations Serve as the primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investors. Handle inbound queries on fund structure, investment mechanics, tax treatment, and returns timing, accuracy, and professionalism are
ENVIRONMENT: Our client, a leading investment and wealth management business, is seeking a motivated Junior Wealth Manager to join their team. The successful candidate will be responsible for building and growing a wealth management portfolio by developing strong client