Private Client Advisor jobs in Umhlanga

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.Act responsibly with work related resources...

Overview: The banker role is within the HNW Team based in Durban. 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 required in...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 13, 2026 Job Description - To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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...

Crescent Star (Pty) Ltd is a privately held property and investment company with a diverse portfolio that includes real estate and business interests. The company operates through a select team of highly qualified professionals who provide strategic advisory and management expertise to advance its objectives. We are seeking an experienced Legal Advisor with a strong business mindset to provide...

Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...

Company Description Lonfin Group (A franchise of Sanlam) Role Description This is a full-time on-site role located in Umhlanga. The Experienced Financial Advisor will provide clients with personalized financial advice, develop comprehensive financial plans, and guide clients to make informed decisions about investments, retirement planning, and financial strategies. The role requires...

Company Description DNP Wealth is a progressive Wealth and Financial services business dedicated to delivering uncompromised service and custom solutions. We provide advice on Life Cover, Retirement, Investment, HealthCare, Business Insurance, Employee Wellness With a focus on clarity and actionable strategies, we simplify complex financial markets using insights and expertise. Our mission is...

Job Description Job Overview Are you a natural-born salesperson? Do you always put your customers first no matter what? Well, if you answered YES, then you are the perfect fit to join us as a Customer Sales Advisor Who are we? We're a proud partner to many leading manufacturer and retail brands worldwide, providing appliance breakdown protection. Basically, if someone's fridge, dishwasher or...

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales...

Our client is looking for English Customer Service Agents that is excited about entering the international market. Package: - R 6000 per month - Medical Aid for the main member - Funeral Cover - Full training - Night shift allowance Campaign : UK Customer service - Telecommunications Working Hours: UK hours, however, you need to be open to 24/7 rotational shifts. What employees say...

MyHealthcare Clinic Westville Durban, KwaZulu-Natal MyHealthcare Clinic ) is a fast-growing UK healthcare company that provides private integrated healthcare services (private doctor, dentist and specialists, all 'under-one-roof') to a client base that values high quality healthcare. The company has multiple clinic sites in London and is rapidly expanding. The Customer Service Role We are...

Company Description Interactive Portfolios is an independent, owner-managed fund management company offering specialized investment services to independent financial advisors and private clients. Our mission is to empower investors to achieve their financial goals by creating and maintaining tailored portfolios aligned with clients' investment objectives. Partnering closely with financial...

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is a commission-based role of holistic...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.Act responsibly with work related resources...

Company Description Lonfin Group is a Sanlam Bluestar Franchise with branches nationally Role Description This is a full-time on-site role for a Financial Advisor, located in Umhlanga. The Financial Advisor will provide tailored financial advice to clients, including financial planning, investment consultation, and retirement planning. Responsibilities include assessing clients' current...

Job Description Job Overview Working in our claims department you'll be a key point of contact for customers with insurance claims queries. As a business which strives to provide fair and timely resolution for our customers, we want to ensure that their concerns are appropriately handled every time. Your main objective when you engage with our customers will be to understand, address and resolve...

A financial services firm in Durban is seeking a candidate to grow client base through networking and acquisitions. This role requires providing financial advice on various lending products and delivering quality CRM services. Ideal candidates should have a relevant degree, 5-6 years of experience in the sector, and strong networking and analytical skills, with an emphasis on compliance and...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

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 Lead Welcome to FNB, the home of the #changeables. We design for the shapeshifters and...

Description To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience. Hello Future External Sales and Service Advisor...