Private Banking Assistant jobs in Bloubergstrand

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to assist in managing a portfolio of Private Wealth Clients. This role involves providing analysis, sales support, and client engagement to identify opportunities for banking new clients and growing existing portfolios. Candidates should possess a relevant degree and have 2 - 3 years of experience in a banking or...

Overview Business Segment: Personal & Private Banking We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Responsibilities - Develop and maintain strong relationships with...

A reputable financial institution in Cape Town seeks a Banking Advisor to manage a portfolio of Private Wealth Clients effectively. The successful candidate will support sales through client engagement, analyze client portfolios, and identify opportunities for growth. Requires a relevant finance degree and RE5 qualification, along with 2-3 years of experience in a sales/service role within a...

A financial services company is seeking a Banking Advisor - Wealth in Cape Town. This role involves managing a portfolio of Private Wealth Clients, providing analyses, and engaging in sales to grow client relationships. An ideal candidate holds a relevant degree, has sales/service experience within banking, and excels in stakeholder management. You will contribute to client acquisition and...

A leading financial services institution in Cape Town seeks a Banking Specialist in Private Banking to deliver tailored solutions to ultra- and high-net-worth clients. This role requires at least 10 years of experience in the Financial Services Industry, including 5 years as a Private Banker. The ideal candidate will possess a deep understanding of banking regulations and demonstrate exceptional...

A leading financial institution in Cape Town is seeking a Banking Advisor - Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate should possess a relevant degree and have 2-3 years of sales/service experience in the banking sector. You will be responsible for delivering exceptional customer service, supporting sales through analysis, and expanding the client...

A leading financial services company in Cape Town seeks a Banking Advisor for Wealth management. The ideal candidate will manage a portfolio of Private Wealth Clients, providing analysis and proactive engagement to enhance client relationships. Applicants should have an NQF7 Level Degree in Finance, Economics, or Accounting, alongside 2-3 years of sales/service experience in the banking sector....

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to manage a portfolio of Private Wealth Clients. The successful candidate will provide exceptional service, support sales through analysis, and contribute to client satisfaction. Key qualifications include an NQF7 Degree in Finance or similar and 2-3 years of experience in banking. The role emphasizes stakeholder...

A leading financial services provider is seeking a Relationship Manager in Cape Town. This role involves managing client relationships, providing personalized financial solutions, and acquiring new business. The ideal candidate will have a finance-related degree, FAIS accreditation, and 3-5 years of relevant banking experience. Strong analytical skills and effective communication are essential....

A leading financial institution in Cape Town seeks a Credit Manager to ensure quality credit management in line with their Credit Risk Model. This role involves managing customer accounts, resolving early-stage delinquencies, and collaborating with various departments. Candidates should have 3-5 years of experience in credit management along with a relevant degree or diploma. Strong skills in...

Empowering Africa’s tomorrow, together…one story at a time With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To conduct and ensure quality credit...

A leading banking institution is seeking a Lending Specialist in Cape Town. The role involves overseeing the structured lending portfolio, financial analysis, and developing strong client relationships. Ideal candidates will have a degree in Finance or Economics and 7-10 years of relevant experience in structured lending. Applications will only be accepted until 31/12/2025; this role is full-time...

Job Summary To conduct and ensure quality credit management principles within a credit officials mandate level, based on the Absa Bank Credit Risk Model. To manage customers' accounts by ensuring the normalisation and rehabilitation of account management accounts during the early stage delinquency cycle. This the end-to-end process requires collaboration with various Strategic Business Units...

Business Segment: Personal & Private Banking To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. Qualifications Type of Qualification: First Degree Field of Study: Business Commerce Experience Required Affluent Clients Personal and Private...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

A leading banking institution is seeking a Branch Manager in Cape Town to lead and inspire a high-performing team while ensuring safe daily operations and driving sales growth. The ideal candidate will have a Bachelor's degree, 5 to 7 years of retail banking experience, and strong leadership skills. Responsibilities include managing branch operations, coaching staff, and enhancing client...

Business Segment: Personal & Private Banking To support the Senior Leaders and their teams by providing business administrative support, secretarial functions, SharePoint permissions, procurement, travel management, resource schedule management, meeting and workshop coordination, compiling Exco reporting dashboards and related activities. Qualifications Type of Qualification: Secondary/High...

Overview Business Segment: Personal & Private Banking Location: ZA, WC, Cape Town, 11 Main Road To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability. Responsibilities - Build and maintain strong,...

A leading financial institution in Cape Town is seeking a committed professional to enhance client relationships within the Personal & Private Banking segment. This role focuses on understanding client needs, optimizing the client experience, and driving profitability through proactive engagement and wealth management insights. Candidates must have over 3 years of relevant experience, strong...

A leading financial institution is seeking a Relationship Manager to grow and retain a portfolio of high-net-worth clients. This role focuses on delivering tailored financial solutions through collaboration with internal specialists and fostering long-term client relationships. The ideal candidate will have a proven track record in client acquisition and portfolio management, with 7 years of...