Private Client Advisor jobs in Soweto

An established industry player seeks dedicated financial advisors to provide tailored financial advice and build lasting client relationships. In this role, you will engage with clients to understand their needs, offer personalized financial solutions, and ensure compliance with industry regulations. The company fosters a supportive environment that encourages personal growth and recognizes...

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...

A financial services provider in Johannesburg is seeking a Private Financial Advisor to deliver exceptional financial advisory services. The advisor will provide tailored financial advice, focusing on insurance and investment solutions while ensuring compliance with regulations. The ideal candidate should have a minimum of 3 years of industry experience and FAIS accreditation. This role offers...

A leading financial institution in Johannesburg is seeking a Private Wealth Advisor to provide exceptional service to clients about wealth creation and protection strategies. You will cultivate client relationships, identify growth opportunities, and deliver high-quality financial solutions. The ideal candidate has experience in wealth management and is committed to client satisfaction. This role...

A financial services company in Johannesburg seeks a Private Wealth Advisor to deliver exceptional experience and education to clients on wealth creation and protection. The role involves identifying fiduciary opportunities and achieving sales targets through effective relationship management. Candidates should have strong skills in compliance and client management. This full-time position offers...

A leading financial institution in Johannesburg is seeking an experienced Private Wealth Advisor. The ideal candidate will deliver exceptional experiences to wealth clients, focusing on financial solutions and client retention. Responsibilities include identifying fiduciary opportunities and achieving sales targets. Strong skills in relationship management and financial solutions are required....

A leading financial institution in Johannesburg is seeking a Private Wealth Advisor to provide exceptional service to clients. Responsibilities include identifying offshore fiduciary opportunities, nurturing client relationships, and achieving sales targets. The ideal candidate will have a strong financial background and a passion for wealth management. This is a full-time role with a commitment...

A leading financial institution in Johannesburg is seeking a Private Wealth Advisor to enhance client relationships and drive revenue growth. The ideal candidate will have proven expertise in wealth creation and protection methods, as well as a strong sales background. Responsibilities include providing financial solutions, advising on philanthropy, and ensuring compliance with legislative...

A leading global citizenship advisory firm is seeking a Private Client Advisor based in Johannesburg. This mid-senior position focuses on building relationships with high-net-worth clients and converting leads into successful cases. Candidates should have at least 5 years in customer-facing sales, showcasing strong negotiation and communication skills. The role offers competitive compensation, a...

A leading financial services provider in Johannesburg is seeking an experienced Private Financial Advisor. In this role, you will provide tailored financial advice to clients, developing personalized financial plans while ensuring compliance with FAIS regulations. Strong financial planning acumen and a minimum of 3 years' experience in the industry are essential. The ideal candidate will also...

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...

ROLE PURPOSETo implement and manage a cleaning solution for Clients in accordance with the SLA MAIN OUTPUTS - Responsible for driving cleaning and hygiene for the Client - Ensure delivery of efficient service as outlined in the Service Level Agreement (SLA) - Implementation of an effective HSE, Quality & Risk Management system in conjunction with the Operations Manager, and in accordance to...

Overview 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...

A global citizenship advisory firm is seeking a Private Client Advisor in Johannesburg. The role focuses on converting leads into clients through exceptional service and advisory expertise. Candidates should possess 5+ years in customer-facing sales, particularly with HNWIs. Strong communication and negotiation skills are essential, along with a relevant degree. Join a dynamic organization...

A leading bank in South Africa is seeking a Lending Advisor to manage end-to-end lending transactions for clients. The ideal candidate will develop and maintain strong client relationships while providing expert analysis on financial needs. With a minimum qualification of NQF7 and 3 to 5 years of experience, you should possess a strong understanding of financial statements and credit analysis....

A financial services provider in South Africa is seeking a Sales Consultant to enhance client service and drive sales. The role requires providing financial advice, managing client relationships, and maintaining compliance with regulations. Ideal candidates will have at least one year of experience in sales or marketing, with an understanding of insurance products and strong client management...

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...

A leading South African bank is seeking a client service representative to educate clients on digital solutions and enhance their banking experience. Responsibilities include responding to client needs, building trust, and facilitating the sales process. Candidates should have a diploma and 1-2 years experience in retail banking or client service. The role offers a chance to contribute to the...

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here’s what sets us apart: - Global Impact: Join a company that makes a tangible difference in people’s lives. Our work enables individuals and families to broaden...

A leading financial institution in South Africa is seeking a professional to deliver exceptional experiences and education to Private Wealth clients. The role involves identifying fiduciary opportunities, ensuring regulatory compliance, and growing revenue through client-focused strategies. Candidates must demonstrate strong relationship management skills and a commitment to customer service...