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Private Client Advisor jobs in Cape Town
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...
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...
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...
The Financial Advisor role is a permanent, full-time position suited to individuals with 23 years of full-time work experience who are looking to build a long-term career in financial services. This role is not suitable for school leavers or first-time job seekers. No prior financial services experience is required full training and mentorship are provided. At Envestpro, we believe in changing...
A well-established business is seeking to appoint a Legal Advisor: Client AgreementsTo provide legal advice, legal opinion and solutions and manage legal risks as per the Regionalization model to business units and branches.The position is located within the Regions to ensure effective client support.- The Legal Advisor will ensure legal compliance as well as manage the external resources and the...
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...
Job Title: Client Technology Solutions AnalystLet’s be unstoppable together!At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We’re a global company dedicated to fostering inclusivity and belonging. We...
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...
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...
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 SummaryTo build and maintain professional business...
Are you passionate about Luxury Travel and providing exceptional member service?:We are seeking a dedicated and detail-oriented individual to join our team as a Private Travel Sales Coordinator for our Private Travel division. As a key member of the Private Travel team, you will work very closely with our sales team to ensure seamless travel experiences for our Ultra-High-Net-Worth (UHNW)...
Job Description Role Overview Energy Intelligence (EI) is seeking an Entrepreneur in Residence – Business Manager to take ownership of our private utility management business, with a strong focus on prepaid electricity and water for residential and mixed-use complexes. This is a hands-on, entrepreneurial role combining portfolio management, business development, and operational leadership. The...
Description Old Mutual Private Equity (OMPE), part of Old Mutual Alternative Investments (OMAI), is recognised as one of the largest and most established private equity managers in South Africa. Founded in 2000 and backed by 130 years of collective experience, OMPE specialises in sourcing, investing in, managing, and exiting private equity opportunities. Role Overview: A compelling...
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and...
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 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...
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...