Private Client Advisor jobs in Western Cape

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Goal: Improvement on the lives of customers through simple, effective solutions that meet their...

Overview: The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required...

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. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

Job Description A bank in Cape Town are looking for Private wealth advisors. Requirements: Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. • Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment • Additional Knowledge - Full understanding of...

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...

Posting Description:Client Service Advisor Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing...

About the Role As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor, you will provide a superior level of service through an inclusive environment that inspires brand...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Job Requisition details- Req: 142571- Role: Client Advisor- Area: Claremont- Advert closing date: 05/11/2025- 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 and service needs, in order...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...

- - Investment Portfolio Specialist, Private Equity & Hedge Funds Join a cross-border investment team driving private equity and hedge fund growth across global markets Cape Town | 8am to 5pm | Competitive market-related package About Our Client Our client is a boutique investment management firm specialising in private equity, hedge funds, and multi-asset portfolios across international...

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Job Overview Business Segment: Personal & Private Banking Location: ZA, WC, Garden Route, George, Knysna Oudtshoorn & Plettenberg Bay Job Type: Full-time Job Ref ID: A-0001 Date Posted: 1/16/2026 Job Description To proactively deliver a relationship-led transactional banking service that creates sustainable value for both the client and the bank. The role focuses on optimising the client...

Allocator: Allocator is a software and data-as-a-service company, that provides integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity, and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world's leading investment offices. We help private markets investors...

About Us We are a dynamic, founder-led private markets investment house focused on alternative investments across credit, equity, infrastructure, and real assets in South Africa and internationally. Operating at the intersection of institutional capital and high-impact transactions, we structure sophisticated deals across asset-backed credit, infrastructure, agriculture, materials,...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...

Job 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...

Allocator: Allocator is a software and data-as-a-service company, that provides integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity, and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world's leading investment offices. We help private markets investors...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...