A national law firm is seeking a Private Client Solicitor to join their team in Worcester. Candidates should have 0-4 years of experience in private client work and be able to manage their own caseload. The role offers a supportive environment that promotes teamwork and includes benefits such as income protection and a bonus scheme. Ideal applicants will have excellent technical ability, strong...
A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...
A leading bank in South Africa seeks a professional to manage and grow relationships with Private Wealth clients. The role involves achieving financial targets, acquiring new clients, and ensuring compliance with regulatory frameworks. Candidates must have a Bachelor's Degree in Business, Commerce, or Management Studies. Responsibilities include managing existing client portfolios, handling...
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 reputable financial institution in Cape Town seeks a Banking Advisor to manage a portfolio of Private Wealth Clients effectively. The successful candidate will support sales through client engagement, analyze client portfolios, and identify opportunities for growth. Requires a relevant finance degree and RE5 qualification, along with 2-3 years of experience in a sales/service role within a...
A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...
A financial services company is seeking a Banking Advisor - Wealth in Cape Town. This role involves managing a portfolio of Private Wealth Clients, providing analyses, and engaging in sales to grow client relationships. An ideal candidate holds a relevant degree, has sales/service experience within banking, and excels in stakeholder management. You will contribute to client acquisition and...
A leading financial institution in George seeks a Private Wealth Banker to manage and grow client relationships, achieve financial targets, and improve customer experience. The role requires a Bachelor's degree in Business or a related field. You will be responsible for new business origination, managing client queries, and ensuring compliance with regulatory frameworks. This position offers a...
A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to assist in managing a portfolio of Private Wealth Clients. This role involves providing analysis, sales support, and client engagement to identify opportunities for banking new clients and growing existing portfolios. Candidates should possess a relevant degree and have 2 - 3 years of experience in a banking or...
A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client...
A leading wealth management firm in Cape Town seeks a Private Wealth Manager to serve High-Net-Worth clients. Responsibilities include client engagement, conducting financial analysis, and providing tailored recommendations on wealth portfolios. Candidates should have at least 3 years of wealth management experience and relevant qualifications recognized by South African regulations. This role...
A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...
A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...
Overview We are seeking a dynamic and experienced Manager to join our expanding team. In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support their goals in wealth...
A leading financial institution in Bellville is seeking a Banking Specialist in Private Banking. The ideal candidate will deliver customized financial solutions to ultra- and high-net-worth clients while managing complex processes and building long-term relationships. Required qualifications include an FSCA-recognized degree and significant experience in the Financial Services Industry. This role...
A leading financial institution in South Africa is looking for a skilled professional to manage and grow relationships with Private Wealth clients. The successful candidate will be responsible for achieving financial targets and ensuring compliance with regulatory frameworks. Candidates must hold a Bachelor's degree or an advanced diploma in Business, Commerce, or Management studies. This role...
A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...
A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...
A leading bank in South Africa is seeking a professional to manage and grow relationships with Private Wealth clients. The role involves financial target achievement, new client acquisition, and delivering exceptional customer service within compliance frameworks. Candidates must hold a relevant Bachelor's degree or advanced diploma. This position offers the opportunity to engage in various...
A leading financial services institution in Cape Town seeks a Banking Specialist in Private Banking to deliver tailored solutions to ultra- and high-net-worth clients. This role requires at least 10 years of experience in the Financial Services Industry, including 5 years as a Private Banker. The ideal candidate will possess a deep understanding of banking regulations and demonstrate exceptional...