Private Client Advisor jobs in Stellenbosch

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Goal: Improvement on the lives of customers through simple, effective solutions that meet their...

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,...

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...

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...

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 -...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

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...

Company Description Sanlam, Africa's insurance giant, is dedicated to helping individuals achieve financial confidence. With a commitment to open conversations about finances, Sanlam provides a range of insurance and investment solutions to empower people in their financial journey. The company is located in Cape Town and offers on-site opportunities for employees to collaborate and contribute...

Allocator: 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...

Overview: Selling to and networking within our client's 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 service to...

tasting room manager JOB DESCRIPTION SUMMARY:The Tasting Room / Deli Manager is responsible for leading the team on both daily operational functions while also focusing on the financial and promotional targets set for the company's Tasting Room. S/he will guide the team to uphold consistent excellence in guest service, while driving for results and achieving maximum performance across all areas...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...

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...

Job Description To deliver exceptional experience and education to RMB High Nett Worth 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. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...

Allocator: 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...

Job Description To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors 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. - Provide sound services and...