Private Client Advisor jobs in Free State

RM: Private Clients In Branch Requisition Number Closing Date- 09 December 2025 Location-Bethlehem Job Family Sales And Services Career Stream Relationship Management Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve...

An established financial services provider seeks a Branch Consultant/Financial Advisor to enhance market share through exceptional client service and financial advice. This role involves understanding client needs, optimizing product offerings, and ensuring compliance with regulations. The ideal candidate will have sales experience, a passion for helping clients achieve their financial goals, and...

A leading insurance company is seeking a part-time Financial Advisor in Bloemfontein, South Africa. The role involves championing customers to achieve their financial goals by identifying their needs and providing tailored financial advice. Ideal candidates are self-motivated individuals with an entrepreneurial spirit who can effectively expand sales of financial products. Skills in...

A leading insurance company in Africa is seeking self-motivated and dynamic individuals to champion customers in achieving their financial goals. This role involves procuring new business and expanding sales with existing clients. Ideal candidates should possess a strong entrepreneurial spirit, excellent communication skills, and a focus on customer needs to provide effective financial solutions....

A financial services company in Bloemfontein seeks a candidate to attract and retain clients by selling their products. Responsibilities include understanding client financial needs, achieving sales targets, and ensuring compliance with regulations. The ideal applicant should have a Matric or N4 qualification, 1-3 years in sales, sales experience, and strong computer skills. This role is crucial...

A financial services company is looking for candidates to attract, acquire, and retain clients by selling products and providing after sales service. The ideal applicant will have a Matric/N4 qualification, relevant experience in sales or finance, strong computer skills, and fluency in English. Responsibilities include understanding client financial needs, achieving sales targets, and adhering to...

Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests. - Achieve net profit growth for business - Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards - Manage the migration of accounts from transactional to Self Service - Manage the growth of...

A prominent financial institution in Bloemfontein seeks a dedicated individual to support operational planning and client engagement. The role involves monitoring business development, ensuring compliance with risk and control measures, and contributing to the bank's success. Candidates must hold a Bachelor's degree in Business, Commerce, or Management Studies. This is an equal opportunity...

A leading financial services company is looking for a motivated sales professional to attract, acquire, and retain clients by selling products that meet financial needs. The ideal candidate should possess a Matric/N4 equivalent qualification, strong computer literacy, and 1-3 years of sales experience. Responsibilities include engaging clients, ensuring compliance, and achieving sales targets....

A financial services company in Bloemfontein seeks a dedicated individual to attract and retain clients through effective sales of company products. The role requires 1-2 years of experience for candidates with an undergraduate degree and proficiency in sales and customer engagement. Applicants should possess a matric or N4 equivalent qualification and strong computer skills. Fluency in English...

An established industry player in financial services is seeking a dynamic Branch Consultant/ Financial Advisor in Bloemfontein. This role involves providing tailored financial advice, managing client relationships, and ensuring compliance with industry standards. The ideal candidate will possess strong sales skills and a commitment to client service, helping clients achieve their financial goals...

A leading insurance company in Africa is seeking a self-motivated Associate Financial Advisor in Welkom. The role involves championing customers to achieve their financial goals by identifying needs and providing sound advice. Candidates must possess an entrepreneurial spirit and demonstrate skills in building trust and consultative selling. The position requires NQF Level 5 education or...

A leading financial services provider in Phuthaditjhaba is seeking a Branch Consultant/ Financial Advisor to enhance market share by delivering exceptional financial advice and client service. Applicants should have at least 1 year of experience in sales, preferably in insurance, and a Matric qualification. The role involves client retention, reporting, and continuous compliance. Competitive...

An established industry player in financial services seeks dedicated professionals to join their team. This role focuses on providing tailored financial advice and building strong relationships with clients, ensuring their needs are met with ethical and compliant practices. You will engage in lead generation, client consultations, and ongoing service to foster loyalty and trust. Join a company...

A leading financial services provider is seeking a dedicated professional to provide sound financial advice and manage client relationships within a retail branch. This role involves understanding customer needs and financial goals, as well as ensuring compliance with various standards. The ideal candidate should have at least 1 year of sales or marketing experience, a Matric (Grade 12), and...

A leading financial services provider is seeking a candidate in Welkom, Free State, for a role focused on providing sound financial advice and maintaining client relationships. The ideal candidate will have experience in sales or marketing, excellent client service skills, and a strong understanding of financial products. Responsibilities include client retention and query resolution. Competitive...

A leading financial services provider in Welkom seeks a motivated individual for a client servicing role. Responsibilities include understanding client's financial needs, managing client profiles, and ensuring compliance. Ideal candidates have a sales background, a Grade 12 qualification, and experience in the insurance sector is advantageous. Grow your career in a supportive environment with...

A top financial services provider in Bethlehem, Free State seeks a dedicated professional to promote financial products and enhance client relationships. The successful candidate will deliver exceptional client service, support financial advice, and manage client profiles for retention. Applicants should have a year of sales experience, preferably in insurance, and possess a Grade 12...

A leading financial services provider in Free State, Bethlehem, seeks a motivated individual to promote and provide financial solutions to clients. The ideal candidate will have at least one year of sales experience, a Matric qualification, and knowledge of compliance requirements. You will deliver exceptional client service, manage client profiles, and contribute to the overall success of the...

A leading financial services provider in Bloemfontein seeks a motivated individual to provide sound financial advice and manage client accounts. Key responsibilities include client servicing and adherence to compliance standards. Applicants should have at least one year of sales experience, a Matric certificate, and must be willing to complete additional financial training. Join us to build a...