Private Client Advisor jobs in Bloubergstrand

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 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 financial institution in Cape Town seeks a Banking Advisor - Wealth to manage a portfolio of Private Wealth Clients. The successful candidate will provide exceptional service, support sales through analysis, and contribute to client satisfaction. Key qualifications include an NQF7 Degree in Finance or similar and 2-3 years of experience in banking. The role emphasizes stakeholder...

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 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...

Join a forward-thinking bank that empowers Africa's tomorrow by building and maintaining professional relationships with Private Wealth clients. In this dynamic role, you will proactively acquire new clients, deepen existing relationships, and ensure customer satisfaction while adhering to regulatory frameworks. With a strong emphasis on business development and risk management, this position...

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...

Job Description 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. Goal: Improvement on the lives of customers through simple, effective solutions that meet their...

About the Role As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor, you will provide a superior level of service through an inclusive environment that inspires brand...

Professional Accountant (Private Clients Department) Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic Private Clients department and take your career to new heights. We are in search of a motivated and experienced Professional Accountant to join our growing team. The primary focus of the position will be to provide specialist...

Overview Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of...

A leading financial institution in Cape Town is seeking a Banking Advisor - Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate should possess a relevant degree and have 2-3 years of sales/service experience in the banking sector. You will be responsible for delivering exceptional customer service, supporting sales through analysis, and expanding the client...

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 international accounting firm is seeking a Professional Accountant for their Private Clients department in Cape Town. The successful candidate will provide specialist accounting and tax services to private and family wealth structures of individuals and entrepreneurs. This full-time role emphasizes teamwork in a collaborative environment, allowing for professional growth and...

A leading banking institution in Cape Town is looking for a Banking Specialist with a strong background in financial products and services. The role focuses on delivering tailored financial solutions to high-net-worth clients and requires 10 years of experience in the Financial Services Industry. The ideal candidate will possess a recognized financial degree and have expertise in client...

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 Cape Town is seeking a Banking Specialist to provide customized banking solutions for high-net-worth clients. This role requires deep expertise in financial products, strong client engagement skills, and at least 10 years of experience in the financial services industry, including 5 years dealing with wealthy clients. The successful candidate will manage complex...

A leading financial institution in Cape Town is seeking a Banking Specialist to engage with ultra- and high-net-worth clients. This role emphasizes delivering customized financial solutions and requires extensive experience in banking, product knowledge, and client relations. The ideal candidate should possess a recognized degree and certifications, with a proven track record in private banking...

A leading financial services provider is seeking a Banking Specialist in Cape Town to deliver customized banking solutions to ultra- and high-net-worth clients. This role involves direct client engagement and managing complex banking processes while building long-term relationships. Ideal candidates will have 10 years of experience in financial services, with at least 5 years as a Private Banker....

A leading banking institution in Cape Town is seeking a Banking Specialist dedicated to providing customized financial solutions for ultra- and high-net-worth clients. The ideal candidate should possess an FSCA recognized degree and at least ten years of experience in the financial services industry, with a strong focus on private banking. Responsibilities include structuring credit facilities,...