Private Client Advisor jobs in Centurion

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 28 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you're...

About Us WeBridge Finance and Steed Growth Finance are dynamic, client-focused financial services providers based in Pretoria, South Africa. WeBridge specializes in niche bridging finance solutions, including upfront advances on settled Road Accident Fund (RAF) claims, attorney fee financing, and property bridging to empower claimants during lengthy settlement periods. Steed Growth Finance...

About us, purpose, experience and qualifications about us: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing purpose: - 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...

Key responsibilities: - Proactively identify and pursue new business opportunities in the private sector to expand the customer base. - Sell complementary IT solutions, including software applications, hardware, and IT infrastructure products. - Build and maintain strong relationships with existing and prospective clients to ensure ongoing satisfaction and repeat business. - Conduct client needs...

Introduction- Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to...

Requisitions and Specialist Recrutier Details- REQ 136680 - Twanette CoetserClosing Date - 22 November 2024Location and Cluster- Total Business Banking and Retail - Relationship ManagementIrene, Pretoria- Career Stream- Relationship Management- Leadership Pipeline- Manage Self: Professional- FAIS Affected- FAIS Affected - YesRelationship Manager: Private Client Job Purpose- To deliver banking...

Job Description To effectively apply established sales techniques within the assigned area to meet sales targets, strengthen client relationships, and contribute to team success through consistent performance and customer engagement. Hello Future Private External Sales and Service Advisor Lead Please note that this position is based at Midrand in the Gauteng Province Welcome to FNB, the home...

Role & Responsibilities: - Drive business development for our products in your designated region or target market - Build and maintain relationships with HNI, UHNI, and institutional investors through your own network - Coordinate with administrative and back-office teams to smoothly onboard investors - Provide exceptional client service through sharp communication and proactive engagement -...

Job Title: Legal Advisor Location: Centurion Type: Full-Time, On-Site Start Date: February 2026 First-Round Interviews: Before 19 December 2025 Package: R – R per annum (R R CTC per month) Overview: The Legal Advisor will manage the full lifecycle of claims-related legal work, including registration, assessment, investigation, litigation support, and settlement. The ideal candidate will...

Job Description Job Title: Legal Advisor. Qualification: Must have an LLB or BProc qualification. Minimum Requirements: Be an admitted attorney, with a minimum of between 3- and 5-years post- admission experience gained as an attorney in an attorney's private practice. Have exposure to an insurance litigation environment. Have a good and comprehensive knowledge of the magistrates' and...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Minimum requirements: - Must have an LLB or BProc - Be an admitted attorney, with a minimum of between 3 and 5 years post- admission experience gained as an attorney in an attorneys private - Have exposure to an insurance litigation environment - Have a good and comprehensive knowledge of the magistrates and high court procedures. - Be computer literate and have working knowledge of MS Office...

The Home Admissions Advisor will manage the sales and marketing processes of the home, ensuring the effective daily operation of the Sales & Marketing Department whilst meeting and exceeding budget targets – filling the home with the agreed client base and maximizing revenue. This role involves working within a team and very closely with the General Manager. You will need to be decisive,...

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups. About this position The Financial Advisor will be responsible for effective marketing of life assurance and funeral products via our Digital Channel (Contact Centre) Job Outputs: -...

Job 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 - Contribute to the development of larger overall area budget - Develop the...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you're...

About us, purpose, experience and qualifications about us: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing purpose: - To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you're...

OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally advanced solutions, without losing sight of our human values. Youi is a company within the OUTsurance Holdings Group. Youi prides itself on being different. We've challenged the Australian insurance industry and...

Job Description To deliver exceptional experience and education to Private Wealth 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. - Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. -...