Private Client Advisor jobs in Paarl

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...

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

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 financial services firm in Paarl is seeking an experienced professional to drive new business and provide financial advice. The ideal candidate will have a relevant tertiary qualification, at least 5 years of experience in a similar field, and strong networking skills. Knowledge of deal structuring and compliance management is advantageous. This role will involve engaging with clients and...

A leading bank in South Africa is seeking a professional to manage and grow relationships with Private Wealth clients. The role involves financial target achievement, new client acquisition, and delivering exceptional customer service within compliance frameworks. Candidates must hold a relevant Bachelor's degree or advanced diploma. This position offers the opportunity to engage in various...

A financial consulting firm in Paarl is seeking qualified and non-qualified Financial Advisors to join a well-established team. Candidates must have a Matric (Grade 12) and a reliable vehicle. Additional qualifications like the RE5 Certificate, CPD Hours, and NQF5 Wealth management are advantageous. Successful candidates will provide quality financial advice while maintaining a client portfolio....

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...

RPO Recruitment is actively seeking a skilled Legal Advisor to join our client's team in Paarl. This is an excellent opportunity for a dedicated legal professional to provide expert advice and support in a dynamic corporate environment. If you have a strong legal background and a keen understanding of corporate and commercial law, we want to hear from you Responsibilities - Provide legal advice...

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,...

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...

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales...

A leading financial services company in South Africa is seeking a dedicated individual to provide exceptional customer service and achieve sales targets in lending, transactional banking, and insurance. The role requires at least one year of sales or service experience and a National Senior Certificate. Responsibilities include educating clients on financial products, processing loan...

A leading agricultural company in South Africa is seeking an Agronomist to deliver expert technical support and drive sales through on-farm advisory services. The ideal candidate will have a B. Sc. in Agriculture or equivalent experience, along with a proven track record in sales. Responsibilities include advising fruit growers, promoting products, and managing client relationships within the...

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 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...

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...

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. Requirements - Matric (Grade 12) - Own reliable vehicle - RE5 Certificate (advantage) - CPD Hours (advantage) - NQF5 Wealth management (advantage) Competencies : - Self driven and Target orientated - Existing Book would be an...

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...

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 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,...