Entry-Level Wealth Advisor — Finance & Client Strategy

UniversityInfo; South Africa; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Momentum Metropolitan is seeking an entry-level Wealth Advisor to support reporting, strategic advice, and risk management across all provinces in South Africa. We have three positions (x3) to fill, offering exposure to client guidance and financial services fundamentals.

No prior experience required, but a relevant qualification is essential, with willingness to work shifts. Successful candidates will learn regulatory requirements, client handling, and teamwork while contributing to a dynamic

Qualifications

• Ability to follow instructions
• Good health and fitness
• Professional appearance and conduct
• Willingness to work overtime or shifts
• Relevant qualification (matric, diploma, or degree)

Responsibilities

• Providing accurate reporting and strategic advice
• Risk management guidance to inform decisions
• Support wealth advisory processes across provinces
• Maintain compliance with company policies and regulations
• Assist team members and represent the company professionally

Skills

Teamwork and collaboration

Leadership potential

Time management

Adaptability and flexibility

Computer and digital literacy

Education

Matric / Diploma / Degree

Job description

Momentum Metropolitan is seeking an entry-level Wealth Advisor to support reporting, strategic advice, and risk management across all provinces in South Africa. We have three positions (x3) to fill, offering exposure to client guidance and financial services fundamentals.

No prior experience required, but a relevant qualification is essential, with willingness to work shifts. Successful candidates will learn regulatory requirements, client handling, and teamwork while contributing to a dynamic