Private Client Advisor jobs in Drakenstein

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 -...

A leading financial institution is seeking a Client Advisor to engage with clients, addressing their needs and providing tailored financial solutions. The ideal candidate will possess a diploma and 1-2 years of experience in banking or retail client service. Responsibilities include educating clients about digital solutions, cross-selling products, and ensuring compliance with financial...

A leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a matric qualification and relevant...

Overview Business Segment: Personal & Private Banking We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Responsibilities - Develop and maintain strong relationships with...

A leading African financial services company is seeking a results-driven Universal Banker in Paarl. The role involves driving sales growth, developing strategies, and providing exceptional customer service. Candidates should have 3-5 years of experience in banking, proven sales background, and the National Certificate in Banking (NQF5). Join a passionate team dedicated to client satisfaction and...

Overview: Selling to and networking within our client's specific target market to grow the client base and generate new business through a strong acquisitions focus. Responsibilities: - Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals - Meeting specified budget and targets per activity - Delivering a quality CRM service to...

A recruitment agency is seeking a dynamic Virtual Advisor to provide expert advice on personal lines insurance. This role involves building a sustainable client base, maintaining professional relationships with clients and insurers, and ensuring compliance. Candidates should have at least 2 years of experience in insurance sales and possess an FSCA-approved qualification. Strong communication and...

Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies: Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...

What being part of the Sigma Family means for you As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Customer Service Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity. Who are the Sigma Family? Our core mission is to #ImproveEverythingAlways,...

RPO Recruitment's client is looking for a Legal Advisor to join their team in Paarl, Western Cape. The ideal candidate will provide legal, compliance, and corporate governance support, ensuring regulatory adherence and mitigating legal risks. Responsibilities: - Provide legal advice on corporate and commercial matters. - Draft, review, and negotiate various legal agreements. - Ensure compliance...

Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests - Achieve net profit growth for business - Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards - Manage the migration of accounts from transactional to Self Service - Manage the growth of...

Zutari: Co-creating an engineered impact. Zutari is a well-established, management-owned engineering firm with almost 90 years' experience. As human-centred engineering consultants and advisors, we are trusted by our clients, business partners, communities, and other stakeholders across Africa. We co-create engineering solutions that have a positive impact and improve people's lives. Zutari...

Are you a dynamic and driven individual with a passion for short-term insurance? Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach. Responsibilities: - Providing solutions for clients’...

An established industry player is seeking motivated individuals to join their dynamic team as financial advisors. This role offers the chance to provide tailored financial advice and build lasting relationships with clients, ensuring their financial needs are met with professionalism and care. You will be part of a supportive environment that values personal development and recognizes your...

Job Requisition Details Req: 143694 Role: Client Advisor Area: TBC Advert closing date: 21/01/2026 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 to meet...

A leading financial services provider in Paarl is seeking individuals to manage client portfolios and promote financial solutions. Responsibilities include understanding client needs, providing sound financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have a Matric and be FAIS compliant. Join a dynamic environment focused on personal development and client...

Branch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things....