Private Banking Consultant jobs in Drakenstein

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 leading African financial services company is seeking a results-driven Universal Banker in Paarl. The role involves driving sales growth, developing strategies, and providing exceptional customer service. Candidates should have 3-5 years of experience in banking, proven sales background, and the National Certificate in Banking (NQF5). Join a passionate team dedicated to client satisfaction and...

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...

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 follow the six steps of financial...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. The...

General Manager – Family Office Paarl, Western Cape A Family Office is seeking to appoint a General Manager. This role offers the opportunity to manage the daily affairs of a diverse investment portfolio and to represent the Family Office at shareholder and board-level engagements. Minimum Qualifications and Experience - BCom degree - A minimum of five (5) years’ work experience in one or...

Location: Cape Town & Paarl (Site-based with office coordination) Employment Type: Full-time Level: Senior Management About the Company The client (to be made known upon application) is a private-sector construction company specialising in large-scale residential estates and apartment buildings. Our projects are exclusively for private clients, with a strong reputation for quality delivery in...

The Spine Centre is a group practice focusing exclusively on the diagnosis and management of spinal pathologies. The group has consulting rooms in Paarl and Kuilsriver and operates at Paarl MediClinic and Netcare Kuilsriver. The company currently has a position available for a professional and dynamic individual to join their team. Duties: - Reception duties (e.g. answering of calls, receiving...

Overview The Spine Centre is a group practice focusing exclusively on the diagnosis and management of spinal pathologies. The group has consulting rooms in Paarl and Kuilsriver and operates at Paarl MediClinic and Netcare Kuilsriver. The company currently has a position available for a professional and dynamic individual to join their team. Duties - Reception duties (e.g. answering of calls,...

Description Zutari: Co-creating an engineered impact. Zutari is a well-established, management-owned engineering firm with almost 90 years' experience. As human-centred engineering consultants and advisors, we are trusted by our clients, business partners, communities and other stakeholders across Africa. We co-create engineering solutions that have a positive impact and improve people's lives....

Business Segment: Personal & Private Banking Job Purpose To handle cash-related matters (e.g., walk-in customers, ATMs) by accurately assessing customer needs and acting in a manner that consistently delivers excellent client experience and meets established requirements. Qualifications Mandatory Qualifications - Matric certificate - National Certificate in Banking (NQF5 FAIS recognized...

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 follow the six steps of financial...

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career‑enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large...

The Spine Centre is a group practice focusing exclusively on the diagnosis and management of spinal pathologies. The group has consulting rooms in Paarl and Kuilsriver and operates at Paarl MediClinic and Netcare Kuilsriver. The company currently has a position available for a professional and dynamic individual to join their team. Duties: - Reception duties (e.g. answering of calls, receiving...

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large...

Business Segment: Personal & Private Banking We are seeking a dedicated and customer-oriented individual to join our team. In this role, you will be the first point of contact for our valued customers, providing exceptional service and ensuring their needs are met efficiently and professionally. - Warmly greet and assist customers as they enter the branch, creating a positive first impression -...

Business Segment: Personal & Private Banking We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. To take demand from Personal, Prestige and Private Banking clients for banking matters...

Business Segment: Personal & Private Banking Key responsibilities: - Lead and manage the branch team of Universal Bankers and frontline staff through recruitment, performance management, coaching and development to build a high-performance, client-centred culture. - Drive sales, revenue and client growth by identifying opportunities, deepening relationships and promoting the use of both branch...

A leading South African bank is seeking a results-driven Universal Banker with a proven sales record. The ideal candidate will excel in driving sales growth and providing exceptional customer service. Key requirements include a National Certificate in Banking and 3-5 years of relevant experience in banking. This is an exciting opportunity to engage with Personal and Private Banking clients and...

Business Segment: Personal & Private Banking We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. To take demand from Personal, Prestige and Private Banking clients for banking matters...