Private Client Advisor jobs in Milnerton

A reputable financial institution in Cape Town seeks a Banking Advisor to manage a portfolio of Private Wealth Clients effectively. The successful candidate will support sales through client engagement, analyze client portfolios, and identify opportunities for growth. Requires a relevant finance degree and RE5 qualification, along with 2-3 years of experience in a sales/service role within a...

A financial services company is seeking a Banking Advisor - Wealth in Cape Town. This role involves managing a portfolio of Private Wealth Clients, providing analyses, and engaging in sales to grow client relationships. An ideal candidate holds a relevant degree, has sales/service experience within banking, and excels in stakeholder management. You will contribute to client acquisition and...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to assist in managing a portfolio of Private Wealth Clients. This role involves providing analysis, sales support, and client engagement to identify opportunities for banking new clients and growing existing portfolios. Candidates should possess a relevant degree and have 2 - 3 years of experience in a banking or...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to manage a portfolio of Private Wealth Clients. The successful candidate will provide exceptional service, support sales through analysis, and contribute to client satisfaction. Key qualifications include an NQF7 Degree in Finance or similar and 2-3 years of experience in banking. The role emphasizes stakeholder...

A leading financial services firm in Cape Town is seeking a dedicated individual to assist in managing relationships with private clients. In this role, you'll support senior financial advisers, engage with high-net-worth clients, and help deliver tailored financial solutions. With a focus on building long-term relationships, you'll be integral to the team's success in providing exceptional...

A leading financial services institution in Cape Town seeks a Banking Specialist in Private Banking to deliver tailored solutions to ultra- and high-net-worth clients. This role requires at least 10 years of experience in the Financial Services Industry, including 5 years as a Private Banker. The ideal candidate will possess a deep understanding of banking regulations and demonstrate exceptional...

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...

A leading financial services company in Cape Town seeks a Banking Advisor for Wealth management. The ideal candidate will manage a portfolio of Private Wealth Clients, providing analysis and proactive engagement to enhance client relationships. Applicants should have an NQF7 Level Degree in Finance, Economics, or Accounting, alongside 2-3 years of sales/service experience in the banking sector....

A leading financial institution in Cape Town is seeking a Banking Advisor - Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate should possess a relevant degree and have 2-3 years of sales/service experience in the banking sector. You will be responsible for delivering exceptional customer service, supporting sales through analysis, and expanding the client...

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...

Overview Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of...

A prominent bank in South Africa is looking for a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients. This role involves achieving financial targets, acquiring new clients, and improving customer experiences while ensuring compliance with regulatory frameworks. Candidates should have a degree in Business or related fields and three to five years of...

A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client...

A leading banking institution in Cape Town is looking for a Banking Specialist with a strong background in financial products and services. The role focuses on delivering tailored financial solutions to high-net-worth clients and requires 10 years of experience in the Financial Services Industry. The ideal candidate will possess a recognized financial degree and have expertise in client...

A leading financial services provider is seeking a candidate to manage a portfolio of Private Wealth Clients in Cape Town. The successful applicant will provide analytical support, enhance client relations, and proactively identify banking opportunities while ensuring exceptional service levels. Ideal candidates will hold a relevant degree and possess experience in banking sales and service. Join...

A leading financial institution in Cape Town is seeking a Banking Specialist to engage with ultra- and high-net-worth clients. This role emphasizes delivering customized financial solutions and requires extensive experience in banking, product knowledge, and client relations. The ideal candidate should possess a recognized degree and certifications, with a proven track record in private banking...

A financial services firm seeks a banker to join their HNW Team in Stellenbosch. The ideal candidate will have 5-6 years of experience in Private Banking, fluency in Afrikaans, and strong networking abilities. Responsibilities include acquiring new clients, meeting targets, and providing financial advice on various products, including lending and banking services. The role requires excellent...

A leading financial services provider is seeking a Banking Specialist in Cape Town to deliver customized banking solutions to ultra- and high-net-worth clients. This role involves direct client engagement and managing complex banking processes while building long-term relationships. Ideal candidates will have 10 years of experience in financial services, with at least 5 years as a Private Banker....

Private Advisor page is loaded## Private Advisorlocations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 3, 2026 (7 days left to apply)job requisition id: R45241# Job DescriptionHello future Affluent Client AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...

A leading banking institution in Cape Town is seeking a Banking Specialist dedicated to providing customized financial solutions for ultra- and high-net-worth clients. The ideal candidate should possess an FSCA recognized degree and at least ten years of experience in the financial services industry, with a strong focus on private banking. Responsibilities include structuring credit facilities,...