Private Client Advisor jobs in Somerset West

Overview Allocator is a software and data-as-a-service company, that provides integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity, and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world’s leading investment offices. We help private markets investors...

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 build and maintain professional business...

Job Overview - Application Deadline: 3 January 2026 - Job Location: Somerset West, Western Cape - Job Title: Trust Advisor - Salary Offer: R25,000 - Education Level: Bachelors Degree - Job Level: Junior - Minimum Experience: 1 - 3 Years Trust Advisor position available in Somerset West. Minimum Requirements: - Young, well presentable and professional individual - Fully bilingual in both...

Job Advert Summary We are looking for a highly motivated and customer-focused Automotive Service Advisor to join our dealership's service department at the Rola Multifranchise - Somerset West. As one of the key representatives of our team, you will be the first point of contact for clients, ensuring their vehicles receive the care and attention they deserve. Your role will involve coordinating...

We are looking for a highly motivated and customer-focused Automotive Service Advisor to join our dealership's service department at the Rola Multifranchise - Somerset West . As one of the key representatives of our team, you will be the first point of contact for clients, ensuring their vehicles receive the care and attention they deserve. Your role will involve coordinating vehicle repairs and...

Company Description At Zen BlueStar, we strive to bridge the gap between financial confidence and wellness. Our team of expert financial planners is committed to offering holistic financial planning to our clients, addressing all their financial and fiduciary needs. Based in the picturesque town of Somerset West and authorized by Sanlam, we are dedicated to understanding your specific needs to...

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant regulatory...

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...

Your Team Responsibilities As a Senior Associate within MSCI's Private Capital Solutions Transactions Team, you will lead the delivery of Data Operations' Service Level Agreements and drive continuous data quality improvements. You'll oversee production workflows, set process priorities, and implement best practices to enhance efficiency and accuracy. In this role, you'll collaborate closely...

About Us We are a dynamic, founder-led private markets investment house focused on alternative investments across credit, equity, infrastructure, and real assets in South Africa and internationally. Operating at the intersection of institutional capital and high-impact transactions, we structure sophisticated deals across asset-backed credit, infrastructure, agriculture, materials,...

Must preferably be available immediately! Salary: Market Related per month, depending on experience Our client, a dynamic private equity and investment management company, seeks an Accountant to join their dynamic team, who can start Immediately or as soon as possible at their offices in Stellenbosch. Must live in or around Stellenbosch Area. Requirements: Grade 12 Bachelor's Degree in...

A trailblazing and innovative private group company based in Stellenbosch has an exciting opportunity for an experienced Finance professional to join their team of winners. A confident personality that can defend and articulate their position, not be a pushover and can advocate for their way of thinking, is a great fit for this team. Benefits - Highly competitive remuneration package -...

Your Team Responsibilities The team is responsible for supporting MSCI’s new AI Data Management Platform, enabling high-quality data ingestion, document processing, IBOR data workflows, and the delivery of AI-enhanced data outputs to internal and external stakeholders. The team partners closely with Technology, Data Operations, Product, and Client Service to ensure that AI-driven processes are...

The role will include preparation and review of accounts for Trusts, as well as individuals and businesses whose pensions the company administers, along with developing processes and procedures, implementing improvements, tax compliance and meeting accounting deadlines for individual and corporate pension schemes. Key Duties and Responsibilities: - To provide exemplary levels of professional...

International client with offices in Somerset West is seeking to employ a Temporary Senior Financial Accountant. The successful candidate will be responsible for providing technical support to the Finance team and will report to the Finance Operations Manager The role will include preparation and review of accounts for Trusts, as well as individuals and businesses whose pensions the company...

THE OPPORTUNITY We have an opportunity for an admitted attorney to join our team as a Legal Advisor. The purpose of this position is to (i) assume the management of the legal department and (ii) ensure the achievement of the strategic imperatives of the company and associated companies, by providing legal advice and opinions, drafting commercial contracts, litigation, and Intellectual Property...

Salary Basic is market and brand related + incentives. Description Your main function is to provide excellent customer service consistently to service clients at a very busy franchise dealership. This is a and a fantastic team to be part of. The dealership is part of a large motor group. Requirements: - Minim Senior Certificate qualification - Previous working experience as a Service Advisor...

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 build and maintain professional business...

Must preferably be available immediately! Salary: Market Related per month, depending on experience Our client, a dynamic private equity and investment management company, seeks a Senior Accountant to join their dynamic team, who can start Immediately or as soon as possible at their offices in Stellenbosch. Must live in or around Stellenbosch Area. Requirements: Grade 12 Bachelor's Degree...

Your Team Responsibilities The Onboarding Associate plays a critical role in supporting the operational needs of prospects, clients, and internal stakeholders across several key functions, including new client onboarding, data management, and the administration of user access within the Private i and Total Plan platforms. This position is integral to ensuring a seamless client experience and...