Private Client Advisor jobs in Bellville

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

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...

A leading insurance company in South Africa is looking for a Client Engagement Adviser to provide top-notch service to clients. The candidate will be responsible for addressing client queries effectively and ensuring service level agreements are met. Required qualifications include a Grade 12 certificate and NQF Level 4 in Short Term Insurance, along with 5-7 years of customer service experience....

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...

A reputable financial institution in Cape Town seeks a Banking Advisor to manage a portfolio of Private Wealth Clients effectively. The successful candidate will support sales through client engagement, analyze client portfolios, and identify opportunities for growth. Requires a relevant finance degree and RE5 qualification, along with 2-3 years of experience in a sales/service role within a...

A financial services company is seeking a Banking Advisor - Wealth in Cape Town. This role involves managing a portfolio of Private Wealth Clients, providing analyses, and engaging in sales to grow client relationships. An ideal candidate holds a relevant degree, has sales/service experience within banking, and excels in stakeholder management. You will contribute to client acquisition and...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to assist in managing a portfolio of Private Wealth Clients. This role involves providing analysis, sales support, and client engagement to identify opportunities for banking new clients and growing existing portfolios. Candidates should possess a relevant degree and have 2 - 3 years of experience in a banking or...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to manage a portfolio of Private Wealth Clients. The successful candidate will provide exceptional service, support sales through analysis, and contribute to client satisfaction. Key qualifications include an NQF7 Degree in Finance or similar and 2-3 years of experience in banking. The role emphasizes stakeholder...

A leading financial services firm in Cape Town is seeking a dedicated individual to assist in managing relationships with private clients. In this role, you'll support senior financial advisers, engage with high-net-worth clients, and help deliver tailored financial solutions. With a focus on building long-term relationships, you'll be integral to the team's success in providing exceptional...

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...

Job Requisition details- REQ: 141373- Role:nClient Advisor Consumer and Private Clients- Area: Goodwood, Cape Town- Advert closing date: 19/05/2025Job Family- Sales and ServiceCareer Stream- SalesLeadership Pipeline- Manage Self: Technical (MST)FAIS Affected- FAIS Affected - YesJob Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and...

A leading insurance provider is seeking a Financial Advisor in Cape City. This entry-level role focuses on attracting and retaining clients while selling financial products. Candidates should have at least a Matric/N4 equivalent qualification and strong computer skills. Responsibilities include understanding client needs, selling appropriate products, and maintaining client records. Full-time...

A leading financial services company in Parow, Western Cape, is seeking a Financial Advisor to attract, acquire and retain clients. This role requires engaging with clients, selling tailored products, and achieving sales targets. Ideal candidates should have a Matric/N4 qualification and relevant experience in sales or the financial sector. Successful applicants will be motivated, fluent in...

A leading financial services company in Cape Town seeks a Banking Advisor for Wealth management. The ideal candidate will manage a portfolio of Private Wealth Clients, providing analysis and proactive engagement to enhance client relationships. Applicants should have an NQF7 Level Degree in Finance, Economics, or Accounting, alongside 2-3 years of sales/service experience in the banking sector....

A leading financial institution in Cape Town is seeking a Banking Advisor - Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate should possess a relevant degree and have 2-3 years of sales/service experience in the banking sector. You will be responsible for delivering exceptional customer service, supporting sales through analysis, and expanding the client...

A leading financial institution is seeking a Banking Specialist in Private Banking based in Bellville, Western Cape. The ideal candidate will be an expert in financial products, focusing on customized solutions for ultra- and high-net-worth individuals. Candidates must have a recognized degree and substantial experience in the financial services sector, particularly in private banking. Key...

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...

Private Advisor page is loaded## Private Advisorlocations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 3, 2026 (7 days left to apply)job requisition id: R45241# Job DescriptionHello future Affluent Client AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...

A leading financial institution in Bellville is seeking a Banking Specialist in Private Banking. The ideal candidate will deliver customized financial solutions to ultra- and high-net-worth clients while managing complex processes and building long-term relationships. Required qualifications include an FSCA-recognized degree and significant experience in the Financial Services Industry. This role...

A leading financial services institution in Cape Town seeks a Banking Specialist in Private Banking to deliver tailored solutions to ultra- and high-net-worth clients. This role requires at least 10 years of experience in the Financial Services Industry, including 5 years as a Private Banker. The ideal candidate will possess a deep understanding of banking regulations and demonstrate exceptional...