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- Private Client Advisor
Private Client Advisor jobs in Pretoria, Gauteng
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...
We are recruiting on behalf of a large, well-established investment and asset management organisation with a long-term mandate to invest across multiple sectors of the economy on behalf of institutional clients. The organisation manages a substantial portfolio of assets and plays a key role in the South African investment landscape. An exciting opportunity exists for an experienced Associate...
Key Responsibilities - Lead the evolution of Client Partners into AI‑enabled strategic advisors through structured 120‑day capability roadmaps - Orchestrate collaboration with Data Sciences to embed predictive models into client journeys and ROI‑driven storytelling - Drive C‑suite engagement, enhancing retention and expansion through continuous insight and sentiment monitoring - Align...
Key Responsibilities Lead the evolution of Client Partners into AIâenabled strategic advisors through structured 120âday capability roadmaps Orchestrate collaboration with Data Sciences to embed predictive models into client journeys and ROIâdriven storytelling Drive Câsuite engagement, enhancing retention and expansion through continuous insight and sentiment monitoring Align crossâfunctional...
Be part of a global green hydrogen initiative based in Hatfield Pretoria and actively shaping sustainable energy investments through to December 2028 as you support GIZ’s Green Hydrogen Fund partnership with the European Investment Bank About the ProjectGreen hydrogen and Power-to-X (PtX) are crucial energy building blocks for a climate-neutral economy. The European Investment Bank (EIB) is...
Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s...
Listing reference: 018688Listing status: Online-Position summary Industry:Wholesale & Retail Trade- Job category:Retail OperationsLocation:Pretoria- Contract:PermanentRemuneration:Market Related- EE position:YesIntroduction- Are you passionate about beauty products and helping people look and feel good? Are you confident to engage and communicate your knowledge of our beauty products with our...
Description of the role:Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 CertificateCPD HoursNQF5 Wealth managementCompetencies:1 week product training and accreditation.3 weeks sales and field training.Clients gifts supplied.Tablet with...
BMW Service Advisor (ASC) R18000 - R20000 - Negotiable up for the right person / Pretoria Matric with BMW Service Advising experience, must be computer literate on Kerridge / Autoline Doing quotes, following up and assisitng clients who bring their cars in for service or repairs.
JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial...
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: =ذÜ Commission-based earning potential =ØÍÜ Location: South of Johannesburg <Øàß Hybrid working model with flexibility for home working =ØÈÜ Opportunity to build and grow your client portfolio =Þ Career advancement in financial services What You'll Do: =ءÜ Provide clients with expert...
SA - Gauteng, MenlynR 15 000 - R 25 000 Our client in Pretoria East is looking for a Service Advisor to join their teamMinimum requirements: 5+ years experience as a Service Advisor in Aftermarket franchise workshops or independent workshopsAutomanage software would be beneficial Strong knowledge on the technical side of vehicles Consultant: Megan Mc Master - Dante Personnel Pretoria Silver Lakes
Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: Assist Financial Advisors in preparing and reviewing financial plans Create and maintain comprehensive client records and...
A compliance consultancy in Pretoria is seeking a B-BBEE Professional/Legal Advisor or Specialist/Verification Analyst. Responsibilities include advising clients on compliance, implementing strategies, and managing the verification process. Candidates should possess extensive knowledge of B-BBEE legislation, have strong administrative and communication skills, and be computer literate. A...
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You'll Do: Provide clients with expert financial advice and planning...
Unlock Exceptional Earnings in a World of Elegance About Us As a premier name in luxury jewellery, we are renowned for crafting exquisite pieces that define timeless elegance. With a distinguished presence across South Africa and the UK, and our flagship Sydney boutique opening in 2025, we invite driven individuals to be part of our exclusive team. The Opportunity: Jewellery Advisor Are you...
Location: Lynnwood, Pretoria, Gauteng. Join our client as a Long Term Financial Advisor in theirlong term division, where you’ll deliver holistic, client-centered financialadvice that aligns with FAIS requirements. This role focuses on understandingclient needs to create tailored financial plans, upholding their values ofinnovation, empathy, and excellence. Platinum Talent is seeking multiple...
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...
Are you ready to shape the future of energy in Africa? Based in Hatfield, Pretoria - with frequent engagement at AUDA-NEPAD’s Midrand office - this strategic role offers the opportunity to influence continental infrastructure planning at the highest level. Join us on a fixed-term contract until 30 November 2027, reporting directly to the AV of Support to PIDA/ICA and help drive Africa’s energy...
Description To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures Hello Future External Sales and Service Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and...