Private Client Advisor jobs in Roodepoort, Gauteng

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...

Job Description To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards. Hello Future FNB Community Advisor...

To provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing, database mining, consulting to closing the sale in an...

Our client is a well-established provider ofcomprehensive financial solutions, offering a range of products including lifeinsurance, short-term insurance, disability cover, medical aid, investments,retirement annuities, estate planning, and wills. They are committed to helping individuals andbusinesses secure their financial futures with tailored financial advice. - We are recruiting motivated,...

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,...

Location: Rosebank, Gauteng, South Africa Job Purpose To champion the full investment lifecycle for xxxxx—from originating proprietary deal flow to executing complex transactions and driving strategic exits. The Principal will serve as a key decision-maker and "Firm Builder," leading end-to-end deal execution, representing xxxxx on portfolio company Boards, and actively mentoring the investment...

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...

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...

Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. - Leads identified converted into successful sales. - Ensure activities support cost containment and reduction. - Educate customers on...

Location: Constantia, Roodepoort, Gauteng Position: Long-Term Financial Advisor Platinum Talentis proud to represent a distinguished client in the financial services sector,currently seeking multiple seasoned Long-Term Financial Advisors to jointheir thriving long-term division. This is an exceptional opportunity forprofessionals who are passionate about empowering clients through...

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 Req 143696 Closing Date 26 January 2026 Location Jabulani FAIS Affected FAIS Affected - Yes Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and...