Private Client Advisor jobs in Eden District Municipality

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...

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...

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...

Overview Job Title: Financial Advisor/Trust Officer Hire Resolve’s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication...

We are seeking a customer-focused and well-organised Service Advisor to join our automotive dealership. The ideal candidate will deliver exceptional customer service, coordinate workshop bookings, and ensure a smooth and professional service experience for every client. Description: - Welcome customers and assist with service enquiries - Book vehicles in for service, maintenance, and repair -...

Closing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

** This is a face to face selling role not a call center role ** The Adviser is responsible for maintaining a portfolio of clients in short-term commercial insurance products and services to the right clients. Responsibilities: · Selling of short-term products specialising in commercial lines · Quotations for clients · Follow up on leads · Building a client base · Advising clients on their...

Role Purpose The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants. Requirements Qualifications: - Office administration qualification or Business related (Degree/NQF 7) Experience - 1-2 Year experience in financial service (essential) - Insurance industry experience (preferred) - Experience within the MDS...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to...

Description To work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate. Hello Future Investment Portfolio Manager 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. As part of our team in FNB Wealth and Investments, you will...

Child Care Provider - Private Home Jinky Sebio Pagui-En Location Edmonton, AB Salary 20.00 hourly / 40 hours per week Full time Morning, Day, Evening, Overtime available Starts as soon as possible Benefits: Health benefits, Financial benefits, Other benefits Languages English Education Secondary (high) school graduation certificate Experience 1 year to less than 2 years Work must be...

Mediclinic George | George | South Africa Closing date: 25/01/2026 Number of positions: 1 Recruiter name: Dalena Boshoff Reference number: Workplace Type: On-site Permanent Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile MAIN PURPOSE OF JOB To assist patients in all aspects of admissions and...

*Job Classification Requisition * Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - George, Southern Cape - requires you to be based in the Region Closing Date - 29 January 2026 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Relationship Management Leadership...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of this job...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, 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...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, 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...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...