Private Client Advisor jobs in Johannesburg

Description of Role: As a senior manager you will be responsible for the overall management of the client portfolio allocated to you, including the management of the junior members allocated to you. Key Responsibilities: You will be responsible for the management of your client portfolio with a focus on meeting all applicable SARS tax filing deadlines, including the management of client...

Overview We are seeking a dynamic and experienced Private Client Manager to join our team, responsible for selling a portfolio of Luxury Spirits and Champagne, with a focus on Cognac and high-end whiskies. The role entails developing both B2B and B2C business, managing high-net-worth individuals (HNWI) and corporate clients and overseeing the allocation of rare, unique and collectible spirits...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Job Advert Summary:To manage and administer personal lines portfolio’s via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships. Minimum Requirements:Qualifications: - RE 5. - Insurance qualification (IISA). Experience: - 5 years personal lines insurance and policy administration experience. Knowledge: - Sound / in-depth skill and...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

Strategic Client Growth Advisor (Remote) About The Role We are hiring a Strategic Client Growth Advisor to oversee and grow a portfolio of client engagements, working directly with optometry practice owners and doctors to help them make smart, strategic decisions that drive long-term business growth. This is not a traditional sales job - No cold calling. - No smile and dial culture. - No...

Client Advisor- Requisition number: 137134- Location: Johannesburg- Alberton- Closing date: 6 December 2024- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesClient Advisor Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs,...

Private Equity Associate / Senior Associate | Rosebank, Gauteng | Permanent Play a hands-on role across the full private equity investment lifecycle. This is an opportunity for a high-agency investment professional to influence outcomes, not just analyse them. You will work closely with senior investment leaders to originate, execute, and actively manage investments, with real accountability...

We need someone strong with experience in estate management. You must reside close to Sandton/Cleveland This is not a live-in position - Supervising in-house projects - Overseeing the day-to-day tasks and operations of the home - Managing household bills and administrative duties - Running errands and purchasing items where required - Ensure that Security is on site and performing their...

Overview: The Private Banker role is within the High Net Worth (HNW) Team. 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...

Please note that this position is based in The Middle East, relocation, accommodation and additional benefits apply. A trusted and well established client of ours in The Middle East is seeking an experienced Management Accountant - Private Hospital. Overview: We are seeking a highly skilled Management Accountant to join our team and oversee financial operations at our private hospital. The...

Bring your possibility to life! Define your career with us- 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 Utilise technology and applied learning in a...

Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and...

A growing healthcare advisory firm is seeking a Strategic Client Growth Advisor to support and expand relationships with optometry practices. This remote role focuses on building long-term client relationships and providing strategic advisement. Successful candidates will have over 5 years in sales or client management, exceptional communication skills, and a consultative approach. You will help...

Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and...

Job Requisition details- Req: 143077- Role: Client Advisor- Area: Gauteng (Various areas within Gauteng)- Advert closing date: 12/12/2025- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes- Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales...

*Job Requisition details * Req: Role: Client Advisor Consumer&Private Clients Area: Kempton Park Advert closing date: 30/01/2026 *Job Family * Sales and Service *Career Stream * Sales *Leadership Pipeline * Manage Self: Technical (MST) *FAIS Affected * FAIS Affected - Yes Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and...

Job Purpose To assist with conceptualising; identifying; developing and executing profitable private equity transactions; in line with Nedbank CIB's business strategy. Job Responsibilities - Build sound client relationships (existing and new clients) by clear communication; regular meetings and setting clear objectives and timelines. - Formulate and pitch ideas/solutions for clients that...

A leading financial institution is seeking a professional to assist in conceptualising and executing profitable private equity transactions. Your role will involve building client relationships, structuring deals, and ensuring compliance with risk standards. Preferred candidates should hold an Advanced diploma or equivalent, with a minimum of 3 years' experience in investment banking. This...

Job Purpose- To assist with conceptualising; identifying; developing and executing profitable Structured Finance solutions; in line with Nedbank business strategy.Responsibilities: - Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service. - Assist in the structuring of deals and advising of clients on funding options...