Private Client Advisor jobs in Bloemfontein

An established financial services provider seeks a Branch Consultant/Financial Advisor to enhance market share through exceptional client service and financial advice. This role involves understanding client needs, optimizing product offerings, and ensuring compliance with regulations. The ideal candidate will have sales experience, a passion for helping clients achieve their financial goals, and...

A financial services company in Bloemfontein seeks a dedicated individual to attract and retain clients through effective sales of company products. The role requires 1-2 years of experience for candidates with an undergraduate degree and proficiency in sales and customer engagement. Applicants should possess a matric or N4 equivalent qualification and strong computer skills. Fluency in English...

A leading financial services provider in Bloemfontein is seeking a motivated individual to engage with clients and sell financial products. The role entails understanding client needs, recording client information, and adhering to legislative regulations. The ideal candidate should have a Matric/N4 qualification, relevant experience in sales, and strong computer literacy skills. This position is...

A prominent financial institution in Bloemfontein seeks a dedicated individual to support operational planning and client engagement. The role involves monitoring business development, ensuring compliance with risk and control measures, and contributing to the bank's success. Candidates must hold a Bachelor's degree in Business, Commerce, or Management Studies. This is an equal opportunity...

A recruitment agency is seeking a candidate for a Private Banking role in Bloemfontein. The ideal candidate will manage client relationships, deliver tailored financial solutions, and ensure compliance with regulations. With a focus on team leadership and performance management, the role requires a degree in finance or related field along with 3-5 years of banking experience. The position...

A leading South African bank is seeking a dynamic professional to manage and grow relationships with Private Wealth clients. The successful candidate will focus on new business origination, achieving financial targets, and ensuring compliance with regulatory frameworks. A Bachelor's degree in Business, Commerce, or Management is required, along with experience in client relationship management....

Overview Business Segment: Personal & Private Banking To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank). Qualifications - Type of Qualification: First Degree/NQF 7 - Field of Study: Business...

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...

A leading South African bank in Bloemfontein is seeking a Business Advisor. The successful candidate will provide exceptional customer service, assist clients effectively, and build strong stakeholder relationships. Requires NQF 5 and RE qualifications, along with 1-2 years of sales experience. The position offers opportunities for networking, innovation, and a challenging work environment. Join...

A leading financial institution in Bloemfontein is seeking a Business Advisor to deliver exceptional customer service. The ideal candidate will have at least 1-2 years of sales experience and possess NQF Level 5 and RE qualifications. Responsibilities include managing client relationships, achieving sales targets, and ensuring customer satisfaction. Join a collaborative environment that nourishes...

A financial services provider in Bloemfontein is seeking a Business Advisor to deliver exceptional customer service and assist clients effectively. The ideal candidate should possess an NQF 5 qualification, an RE qualification, and 1-2 years of sales experience. You will be responsible for managing client relationships, achieving sales targets, and ensuring customer satisfaction in a dynamic...

A financial services provider in Bloemfontein is seeking a Business Advisor to deliver exceptional customer service and sell banking products. The ideal candidate will have an NQF 5 qualification and 1-2 years of sales experience. Responsibilities include managing customer relationships, processing client requests, and achieving sales targets in a collaborative environment. This is a full-time...

A leading financial institution is looking for a Business Advisor in Bloemfontein. The role involves providing exceptional customer service, managing customer accounts, and achieving sales targets. The ideal candidate has an NQF 5 qualification, an RE qualification, and 1-2 years of sales experience. Join a team that values adaptability and client-centricity while enjoying a challenging work...

Business Segment: Personal & Private Banking Location: ZA, Free State, Bloemfontein, 173 Nelson Mandela Drive To implement and drive adoption of the client experience minimum standards, frameworks, and rules across CHNW SA value chain (e.g., Client Solutions, Digital, OSS, Fraud, Risk etc.) whilst continuing to transition to a platform business. To implement measures that will pro-actively...

An established industry player in financial services is seeking a dynamic Branch Consultant/ Financial Advisor in Bloemfontein. This role involves providing tailored financial advice, managing client relationships, and ensuring compliance with industry standards. The ideal candidate will possess strong sales skills and a commitment to client service, helping clients achieve their financial goals...

Bring your possibility to life! Define your career with us 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...

To proactively promote a relationship-based offering through a primary point of contact, this meets client expectations by providing personalized financial solutions in line with the Value Proposition. To provide a competent relationship-based offering to a Sub-Segment within the Private Banking Segment, that provides highly responsive and pro‑active financial and business solutions, focused on...

Private Wealth Banker Pipeline - Bloemfontein page is loaded Private Wealth Banker Pipeline - BloemfonteinlocationsBloemfontein time typeFull time posted onPosted 30+ Days Ago job requisition idR-15958674 **Bring your possibility to life! Define your career with usWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with...

A leading financial services provider in Bloemfontein seeks a motivated individual to provide sound financial advice and manage client accounts. Key responsibilities include client servicing and adherence to compliance standards. Applicants should have at least one year of sales experience, a Matric certificate, and must be willing to complete additional financial training. Join us to build a...

An established industry player in financial services seeks dedicated professionals to join their team. This role focuses on providing tailored financial advice and building strong relationships with clients, ensuring their needs are met with ethical and compliant practices. You will engage in lead generation, client consultations, and ongoing service to foster loyalty and trust. Join a company...