Private Client Advisor jobs in George

A leading financial institution seeks a Private Wealth Advisor in George, Western Cape. The role demands delivering exceptional client experiences and expertise in investment and financial planning. Candidates should possess a relevant degree and have substantial experience in wealth management and client interactions. Join a dynamic team dedicated to driving client retention and financial...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...

A leading financial services company is seeking a Financial Advisor for the Cape South Coast region. This permanent role involves attracting and retaining clients by providing tailored financial advice and selling a range of financial products. Candidates should possess a relevant degree and have 1-2 years of experience in a financial advisory role. Strong communication and interpersonal skills...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...

Company Description WeBridge is a specialized bridging finance company that develops tailored financial solutions to meet individual client needs. The company offers a transparent process, purchasing claims at a fixed price so clients have certainty without hidden surprises. Known for its customer-centric approach, WeBridge focuses on providing clear, efficient, and reliable financing options...

A leading financial institution in South Africa seeks a dedicated professional to enhance service delivery in Personal and Private Banking. The role involves managing client relationships, specifically in lending and transactional product execution. Candidates should possess a FAIS-aligned degree in Business Commerce and have 3–4 years of relevant banking experience, especially with Prestige...

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

A leading financial services provider is seeking a Wealth Manager to provide investment and financial planning advice to high income clients. The ideal candidate will have a relevant degree and 3 to 5 years of experience in wealth management, with a strong focus on compliance and customer satisfaction. This position offers a full time role in George, Western Cape, with a target date for...

A leading financial services provider is seeking a Wealth Manager in George, South Africa. The role requires providing financial services to high income clients with a focus on investment strategies. Ideal candidates should have a relevant degree, be a Certified Financial Planner, and possess 3 to 5 years of advisory experience. Responsibilities include developing financial plans, achieving sales...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R38309# Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A leading financial institution in South Africa seeks a Wealth Manager to provide expert financial services, focusing on high-income clients with an emphasis on investment strategies. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience. Responsibilities include analyzing client financial information, achieving sales targets, and ensuring compliance with...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...