Private Banking Assistant jobs in Milnerton

How to Apply:Location: Sunset Beach, close to Milnerton/Tableview Contract Type: Seasonal (Fixed-term) Responsibilities: - Overseeing the correct layout, change-over, and upkeep of table services for breakfast, lunch, and evening meals - Preparing dining tables in traditional English or French styles - Maintaining and cleaning valuable silverware, fine porcelain, and crystal wares - Assisting...

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...

About Our Client Our client is building the next-generation deal origination engine for private equity. They partner with top-tier private equity firms across the U.S. to source proprietary, off-market acquisition opportunities using a modern outbound approach powered by technology, automation, and disciplined process. They are a fast-growing, founder-led firm with an elite, high-output team....

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...

Apply Here: Position Preview Job Title:Private Wealth Manager Type of Work:Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into:Regional Manager JOB PURPOSE In this role, you'd be required to meet with prospects and clients, conducting...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. FNB introduction Welcome to FNB, the home...

Director of Bank Relationships (Fintech/Stablecoins) Cape Town, Western Cape, South Africa Job Openings Director of Bank Relationships (Fintech/Stablecoins) About the job Director of Bank Relationships (Fintech/Stablecoins) Our Fintech client in Cryptocurrency is seeking a highly motivated and experienced Director of Bank Relationships. Job Type Full time | Remote Requirements - Strong...

Job Classification- Job Family- Sales and Service- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical (MST)- FAIS AffectedJob Purpose- To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in...

About Sable International Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients. We pride ourselves on providing solutions that suit our clients’ unique individual circumstances; our employees are key in achieving this goal. The staff in our...

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...

Company DescriptionWNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Hello future Banking Advisor Welcome to FNB, the...

Description As a Credit Quantitative Risk Analyst, you will play a vital role in analysing credit data, developing credit models, and supporting credit risk management processes. Your responsibilities will involve quantitative analysis, risk modelling, and providing insights to optimise lending practices. You’ll work closely with senior analysts and contribute to the bank’s credit risk...

Description The Banking Specialist in Private Banking is a dedicated expert in financial products and services, focused on delivering customized solutions to ultra- and high-net-worth clients. The role involves direct client engagement to understand and meet their unique financial goals. Success depends on managing multiple complex processes and building trusted, long-term relationships through...

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...

Key Function: - The role of the Housemother is twofold in that she should: - Assist the House Director with pastoral care, specifically offering maternal care for the boys. - Responsible for the supervision of the general housekeeping of the boarding house. Duties and Responsibilities: - Responsible for transporting and coordinating lifts to and from the airport as well as other ad hoc...

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. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Provide sound services and recommendations...

Job Description The Banking Specialist in Private Banking is a dedicated expert in financial products and services, focused on delivering customized solutions to ultra- and high-net-worth clients. The role involves direct client engagement to understand and meet their unique financial goals. Success depends on managing multiple complex processes and building trusted, long-term relationships...