Private Client Advisor jobs in Cape Town

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...

Posting Description:Client Service Advisor Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing...

Job Requisition details- Req: 142571- Role: Client Advisor- Area: Claremont- Advert closing date: 05/11/2025- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes- Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order...

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...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...

- - Investment Portfolio Specialist, Private Equity & Hedge Funds Join a cross-border investment team driving private equity and hedge fund growth across global markets Cape Town | 8am to 5pm | Competitive market-related package About Our Client Our client is a boutique investment management firm specialising in private equity, hedge funds, and multi-asset portfolios across international...

Job Description Role Overview Energy Intelligence (EI) is seeking an Entrepreneur in Residence – Business Manager to take ownership of our private utility management business, with a strong focus on prepaid electricity and water for residential and mixed-use complexes. This is a hands-on, entrepreneurial role combining portfolio management, business development, and operational leadership. The...

Description Old Mutual Private Equity (OMPE), part of Old Mutual Alternative Investments (OMAI), is recognised as one of the largest and most established private equity managers in South Africa. Founded in 2000 and backed by 130 years of collective experience, OMPE specialises in sourcing, investing in, managing, and exiting private equity opportunities. Role Overview: A compelling...

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and...

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...

Job Description This is a great opportunity for an SSRS Developer to build and deliver reporting solutions across Trade, Portfolio, and Client Data for a Global Independent Investment Management Firm This SSRS Developer position is 100% remote offering between R960K – R1M THE COMPANY A Global Independent INVESTMENT MANAGEMENT Company headquartered in London, with offices in South Africa. They...

Client Relantionship – Technical Integrations Remote | Working Hours: 4:00 PM – 12:00 AM Role Overview We are seeking an experienced Key Account Manager with a strong focus on client relationship management, account growth, and solution delivery. This role acts as the trusted advisor and primary point of contact for strategic clients, combining commercial awareness with technical integration...

The Company Electrum is a next-generation payment software technology company. Since 2012, we've delivered trusted, enterprise-grade, cloud-native software to optimise financial transaction processing. Our deep expertise has established us as a respected partner in high-volume, low-value payment schemes, enabling clients to deliver services to millions of South Africans daily. At Electrum, we...

Functieomschrijving Key Roles and Responsibilities: - Take ownership of a range of larger and more strategic clients by passionately advocating the client requirement, whilst keeping sight of the need to increase revenue and improve margins - Realise revenue and margin targets and maximise sales opportunities through connecting client needs with our offerings and solutions - Minimise churn and...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client Portfolio Administrator will perform all...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...