Private Client Advisor jobs in Gauteng

Description of Role: As a senior manager you will be responsible for the overall management of the client portfolio allocated to you, including the management of the junior members allocated to you. Key Responsibilities: You will be responsible for the management of your client portfolio with a focus on meeting all applicable SARS tax filing deadlines, including the management of client...

Overview We are seeking a dynamic and experienced Private Client Manager to join our team, responsible for selling a portfolio of Luxury Spirits and Champagne, with a focus on Cognac and high-end whiskies. The role entails developing both B2B and B2C business, managing high-net-worth individuals (HNWI) and corporate clients and overseeing the allocation of rare, unique and collectible spirits...

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...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Job Advert Summary:To manage and administer personal lines portfolio’s via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships. Minimum Requirements:Qualifications: - RE 5. - Insurance qualification (IISA). Experience: - 5 years personal lines insurance and policy administration experience. Knowledge: - Sound / in-depth skill and...

Description Key Responsibilities As an experienced .NET Engineer, you will: Design, build, and maintain scalable microservices, integrating with internal and external systemsAct as a technical mentor and informal leader within the engineering team (no direct reports)Contribute to architectural discussions and guide technical direction within the teamWork in an agile engineering environment...

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.Participate in...

A growing healthcare advisory firm is seeking a Strategic Client Growth Advisor to support and expand relationships with optometry practices. This remote role focuses on building long-term client relationships and providing strategic advisement. Successful candidates will have over 5 years in sales or client management, exceptional communication skills, and a consultative approach. You will help...

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...

Client Advisor- Requisition number: 137134- Location: Johannesburg- Alberton- Closing date: 6 December 2024- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesClient Advisor Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs,...

Company DescriptionYoui is a company within the OUTsurance Holdings Group. Youi prides itself on being different. We've challenged the Australian insurance industry and we're always looking for ways to be better. Our unwavering commitment to being a great company to work for and providing awesome service to our clients drive our success. You can become a part of our success story.Job Description...

Job Advert Summary:To manage and administer personal lines portfolio’s via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships.Minimum Requirements:Qualifications:- RE 5.- Insurance qualification (IISA).Experience:- 5 years commercial insurance and policy administration experience.Knowledge:- Sound / in-depth skill and knowledge in...

Strategic Client Growth Advisor (Remote) About The Role We are hiring a Strategic Client Growth Advisor to oversee and grow a portfolio of client engagements, working directly with optometry practice owners and doctors to help them make smart, strategic decisions that drive long-term business growth. This is not a traditional sales job - No cold calling. - No smile and dial culture. - No...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Description To deliver exceptional experience and education to RMB High Nett Worth 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. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...

Job Requisition details- Req: 143077- Role: Client Advisor- Area: Gauteng (Various areas within Gauteng)- Advert closing date: 12/12/2025- 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...

Job Req 143696 Closing Date 26 January 2026 Location Jabulani 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 business goals and growing market share. Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and...

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.Participate in...

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.Participate in...

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.Participate in...