Private Client Advisor jobs in Durban

Overview: The banker role is within the HNW Team based in Durban. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 13, 2026 Job Description - To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources...

About Our ClientOur client is building the next-generation deal origination engine for private equity. They partner with top-tier private equity firms across the U.S. to source proprietary, off-market acquisition opportunities using a modern outbound approach powered by technology, automation, and disciplined process.They are a fast-growing, founder-led firm with an elite, high-output team. Their...

Purpose: To offer exceptional personalised service to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products and processes and to proactively assist and support team members. KEY RESPONSIBILITIES: Personalised service and enhanced client experience o Deliver a high level of...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 21, 2026 Overview - Our client is seeking a dynamic and experienced client service lead to head the client service function and act as the key business partner for the NIVEA client team. This pivotal role requires a strategic leader who can collaborate with both the client and cross-functional teams to deliver...

Senior Account Executive – Strategic broking/ Client Advisory | Umhlanga Are you ready to elevate your career in a role that blends strategic client engagement with leadership exposure? We’re seeking a dynamic Senior Account Executive to join our high-performing team, working directly alongside the Managing Director to shape the future of our client relationships. This is more than a sales role...

Do you LOVE serving clients, and helping businesses grow and scale to new heights? Are you eager to work with independent business owners, create long-lasting relationships, and be rewarded for your skills, time, and accomplishments? Are you ready to push clients forward, consult heavily on their day-to-day achievements and help them scale to successful new heights? The Agency Growth Team hires,...

Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients and the marketplace. - Resolve queries from financial advisors and investors. - Be...

Job ClassificationRequisition - 140950 - Melissa CloeteBusiness Unit:- Nedbank Wealth Management International- High Net WorthLocation:- Nedbank Park Square Campus, KwaZulu NatalClosing Date - 25 July 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self:...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 27, 2026 Description - The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance private client team within Investec Private Bank and Investec Wealth & Investment International. - The team provide high-net-worth and ultra-high-net-worth individuals, families, and...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment executive sales financial planners to be based in its Durban & Gauteng...

Reporting to:Vice Principal Student Affairs Employment Type: Full Time NewBridge Graduate Institute is registered with the Department of Higher Education and Training as a private higher education institution. A provider of distinctive qualifications with a 22-year history of academic excellence, the institute offers a unique educational model focused on collaborative learning, industry...

MyHealthcare Clinic Westville Durban, KwaZulu-Natal MyHealthcare Clinic ) is a fast-growing UK healthcare company that provides private integrated healthcare services (private doctor, dentist and specialists, all 'under-one-roof') to a client base that values high quality healthcare. The company has multiple clinic sites in London and is rapidly expanding. The Customer Service Role We are...

We are looking for experienced Financial advisors for our client in Umhlanga. Requirements are as follows: Own vehicle Sales experience 2 years + Achieved RE5 Achieved Wealth Management NQF 5 or 120 credits Demonstrated commission average of R15 000

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales...

Job Duties/Responsibilities will include:Meet and greet customers Liaising with customers at all times with regards to their vehicle (WIP) Ensure accurate warranty and motorplan details on system Update necessary vehicle details Prepare quotations Ensure accurate invoice payments Full vehicle handover process Customer follow ups Maintain a high CSI Matric Certificate Drivers...

Salaried Financial Advisors: Durban --------------------------------------------------------------- Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources...

This role will require telling to, and networking within our clients specific target market to grow the client base and generate new business through a strong acquisitions focus. Responsibilities: • Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals • Meeting specified budget and targets per activity • Delivering a quality CRM...