Location: Johannesburg 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...
A leading South African financial institution is seeking a Manager Credit for their Private Clients team. This role involves assessing multiple credit products and managing client expectations, with an emphasis on strong decision-making and risk management skills. Candidates should have 3+ years of credit management experience and relevant qualifications. Opportunities for advancement into...
A financial services firm seeks a banker to join their HNW Team in Stellenbosch. The ideal candidate will have 5-6 years of experience in Private Banking, fluency in Afrikaans, and strong networking abilities. Responsibilities include acquiring new clients, meeting targets, and providing financial advice on various products, including lending and banking services. The role requires excellent...
A leading financial institution in Durban seeks a Private Wealth Client Manager to manage and grow a portfolio of clients. This role requires strong stakeholder management, financial analysis, and exceptional customer service skills. Key responsibilities include delivering innovative solutions, contributing to a service excellence culture, and ensuring compliance with relevant policies....
Private Client Advisor page is loaded## Private Client Advisorlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 31, 2026 (6 days left to apply)job requisition id: R42172# Job DescriptionHello future Private Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...
A reputable banking institution in Johannesburg is looking for a Private Wealth Client Manager to oversee a portfolio of clients. You will provide valuable financial insights, deliver tailored banking solutions, and foster relationships to maximize growth opportunities. The ideal candidate will have a relevant financial qualification and 2-3 years of experience in a sales or service role in the...
A leading financial institution seeks a Banking Advisor to manage a portfolio of Private Wealth Clients in Johannesburg. The role involves delivering high-quality financial advice and growing the customer base through effective engagement. Ideal candidates should have a degree in Finance, Economics, or Accounting, along with 2 to 3 years of relevant sales/service experience. The position offers...
A financial services provider in Polokwane seeks a Private Wealth Advisor to deliver exceptional client education on wealth creation and financial protection. The successful candidate will drive sales growth and client retention, leveraging a strong background in financial services. Ideal applicants will have a relevant NQF level 7 degree and extensive sales experience within a financial...
A financial institution in Johannesburg is looking for a Private Client Advisor to deliver exceptional service to clients. This role involves managing relationships, increasing sales, and ensuring client retention through effective wealth management strategies. Candidates should have a relevant degree and 3 to 5 years of experience in a financial sales/service environment. Competitive rewards and...
A leading financial institution is seeking a Banking Specialist in Private Banking based in Bellville, Western Cape. The ideal candidate will be an expert in financial products, focusing on customized solutions for ultra- and high-net-worth individuals. Candidates must have a recognized degree and substantial experience in the financial services sector, particularly in private banking. Key...
A leading financial institution in Johannesburg is seeking a Private Client Advisor to deliver exceptional client experiences and drive wealth creation for clients. The ideal candidate will have a relevant degree and 3 to 5 years of experience in sales or service within a financial environment. This role offers opportunities for networking, uncapped earning potential, and the chance to innovate...
Overview The banker role is within the HNW Team based in Stellenbosch. 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...
A leading financial institution in Johannesburg is seeking a Private Client Advisor to deliver exceptional service to private clients. You will be responsible for increasing client retention and managing the leads pipeline effectively. The ideal candidate should have a minimum NQF level 7 FSCA approved degree and 3 to 5 years of experience in a financial sales/service environment. This position...
Private Client Advisor page is loaded## Private Client Advisorlocations: Tzaneentime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 31, 2026 (6 days left to apply)job requisition id: R37560# Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection...
A leading financial services company in South Africa seeks a proactive Banking Advisor to manage a portfolio of Private Wealth Clients. The role involves delivering exceptional client service, generating new business, and achieving financial targets. Qualified candidates should possess a relevant finance-related degree, 2-3 years of experience in sales or service within a financial environment,...
A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...
A financial services company in Tzaneen is seeking a Private Client Advisor to enhance wealth creation for private clients. The ideal candidate will have 3 to 5 years of experience in a financial sales environment, possess an NQF level 7 qualification, and be committed to delivering exceptional service. This role offers opportunities for professional growth and uncapped earning potential, as well...
Overview Hello future Private Advisor – 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. Are You Someone Who Can - Deliver exceptional experience and education to...
A leading financial institution seeks a Private Advisor in Johannesburg to deliver exceptional service to clients. The role requires a NQF level 7 FSCA approved degree and 3-5 years of relevant experience. Ideal candidates will manage client relationships to increase sales and drive retention. The position offers opportunities to innovate and grow within the organization. Interested applicants...
Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment. Hello future Private Advisor Welcome to...