Private Banking Assistant jobs in Cape Town

Western Cape, CPT - CBD- Annually Cost To Company (Market related, Negotiable) To assist in proactively managing a portfolio of FNB 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...

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 SummaryTo lead and manage a team of Private Wealth...

JOB DESCRIPTION- Act responsibly with work related resources in order to contribute to cost containment.- Achieve expected financial targets and uphold associated service levels.- Deliver exceptional and high quality advice that exceeds customers expectations through proactive, innovative and appropriate solutions.- Contribute to a culture of service excellence, which builds positive...

About the Company Since its establishment in 2008, Mulilo has grown into one of the leading Independent Power Producers (IPP) in Southern Africa. Mulilo is majority owned by Copenhagen Infrastructure Partners, the world’s leading private equity investor in renewable energy assets, through its New Markets Fund I. Mulilo has concluded numerous PPA's in both the Department of Mineral Energy's...

Job Description To assist in proactively managing a portfolio of FNB 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. FNB introduction Welcome to FNB,...

Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Welcome to FNB, the home of the #changeables. We design for the shapeshifters and...

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...

Job Description A bank in Cape Town are looking for Private wealth advisors. Requirements: Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. • Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment • Additional Knowledge - Full understanding of...

Scope of role To manage and be accountable for the entire private and public sector regional operations. To work independently whilst collaborating with other Departments when required. To ensure alignment to the business strategic objectives. Key responsibilities but not limited to: - Assume end to end accountability for delivery and business growth; - Organise the region to support the...

Are you passionate about Luxury Travel and providing exceptional member service? We are seeking a dedicated and detail-oriented individual to join our team as a Private Travel Sales Coordinator for our Private Travel division. As a key member of the Private Travel team, you will work very closely with our sales team to ensure seamless travel experiences for our Ultra-High-Net-Worth (UHNW)...

MINIMUM REQUIREMENTS- Excellent knowledge of best practices, and regulatory and legal requirements of an FSA-regulated financial institution.- Minimum 12 months experience of Client Services and administration in the offshore Financial Services industry: - Minimum 12 months in a leadership role managing a team of people. Skills Required: - Strong Communication skills - Excellent work ethic -...

Purpose of the position:Developing business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and future potential customers. Duties and Responsibilities but not limited: - Conduct monthly visits of your bank base - Maintain an accurate customer database and call cycle - Manage the customer expectations and...

We are looking for a detail orientated team player; who can meet multiple deadlines, problem-solve, prioritise effectively, maintain calm and communicate effectively with the Finance Manager, the team and external stakeholders.Key Responsibilities: KEY RESPONSIBILITIES - Reporting to the Finance Manager, the primary responsibility is to ensure the reconciliation of all company bank and GL...

Apply Here: Position Preview Job Title:Private Wealth Manager Type of Work:Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into:Regional Manager JOB PURPOSE In this role, you'd be required to meet with prospects and clients, conducting...

Company Description Call Lab is a Cape Town-based contact center known for delivering exceptional customer experiences. We specialize in providing omni-channel solutions, enabling customers to connect through their preferred communication methods, at their convenience. At Call Lab, we emphasize real-time, personalized customer interactions, offering tailored solutions for every need....

Western Cape, CPT - CBD- Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or 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 JOB DESCRIPTION- Identify Local and...

Key Function: - The role of the Housemother is twofold in that she should: - Assist the House Director with pastoral care, specifically offering maternal care for the boys. - Responsible for the supervision of the general housekeeping of the boarding house. Duties and Responsibilities: - Responsible for transporting and coordinating lifts to and from the airport as well as other ad hoc...

JOB DESCRIPTION- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy- Participate in planned activities that are appropriate for own development- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation- Identify and utilise opportunities for revenue growth to deliver on sales targets- Provide...

JOB DESCRIPTION- Act responsibly with work related resources in order to contribute to cost containment.- Achieve expected financial targets and uphold associated service levels.- Deliver exceptional and high quality advice that exceeds customers expectations through proactive, innovative and appropriate solutions.- Contribute to a culture of service excellence, which builds positive...

Western Cape, Willowbridge (Bellville)- Annually Cost To Company (Market related, Negotiable) To assist in proactively managing a portfolio of FNB 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...