Wealth Management Specialist

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000270/VLR

Date posted:

Monday, August 11, 2025

Location:

Centurion, South Africa

Salary:

Market Related

SUMMARY:
Are you passionate about helping individuals and families achieve long-term financial well-being? Do you have a knack for translating complex financial concepts into clear, actionable strategies? Our Client is on the lookout for a dynamic and client-focused Wealth Management Specialist to join a reputable firm in the financial services sector based in the Centurion area.

POSITION INFO:
Requirements:

Valid Matric.
Own reliable vehicle.
Bachelor’s degree (BCom, LLB, or related degree)
Must be bilingual – English and Afrikaans.

What You’ll 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 We’re 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.

Similar jobs you might be interested in:

Wealth Management Specialist
Location: Centurion
Salary: Market Related
Are you passionate about helping individuals and families achieve long-term financial well-being? Do you have a knack for translating complex financial concepts into clear, actionable strategies? Our Client is on the lookout for a dynamic and client-focused wealth management specialist to join a reputable firm in the financial services sector based in the Centurion area.
Today

Facilitator - INSETA Wealth Management L5
Location: Johannesburg
Salary:
38 days ago

FAMILY OFFICE SPECIALIST
Location: Pretoria
Salary: Market related
Responsible for developing, implementing, driving, and managing the family office strategy.
Today

SQL DATABASE ADMINISTRATOR - JOHANNESBURG (WATERFALL) - UP TO R750K PER ANNUM
Location: Johannesburg
Salary: 750000
SQL DATABASE ADMINISTRATOR - JOHANNESBURG (WATERFALL) - UP TO R750K PER ANNUM
18 days ago

Paraplanner
Location: Johannesburg
Salary: 300 000
This company is looking for a highly organised and detail-oriented Paraplanner to take full ownership of the day-to-day administration, coordination, and compliance of a wealth Manager’s fast-growing life and investment book. This role supports the wealth Manager in delivering exceptional client service by ensuring accurate recordkeeping, the efficient processing of investment transactions, ...
20 days ago

Lead C# Developer – Johannesburg (Hybrid) – Up to R1.4 million per Annum
Location: Johannesburg
Salary: 1400000
Lead C# Developer – Johannesburg (Hybrid) – Up to R1.4 million per Annum
39 days ago

Lead C# Developer – Johannesburg (Hybrid) – up to R1.4mil per annum
Location: Johannesburg
Salary: 1400000
Lead C# Developer – Johannesburg (Hybrid) – up to R1.4mil per annum
40 days ago

Senior Data Quality Analyst – Global Markets – Johannesburg – up to R550 per hour
Location: Pretoria
Salary: 1056000
Senior Data Quality Analyst – Global Markets – Johannesburg – up to R550 per hour
62 days ago

Credit Controller
Location: Johannesburg
Salary: 400 000 Annually
Are you a Credit Controller looking to make a meaningful impact in a client-focused, growth-driven investment firm? If so, this opportunity could be the perfect fit for you.
3 days ago

Commissions Administrator
Location: Johannesburg
Salary: 20000 Monthly
Sandhurst, Johannesburg - Support the operational backbone of a leading financial services business as a Commissions Administrator. This role is central to ensuring the efficient and accurate processing of all commission and income-related activities within a dynamic environment.
5 days ago