Private Client Advisor jobs in Mpumalanga

Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long‑term client retention and entrenchment. Responsibilities - Deliver exceptional...

Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment. Hello future Private Advisor Welcome to FNB,...

An established industry player is seeking a dedicated Private Wealth Banker to foster and maintain strong client relationships while achieving financial targets. This role involves collaborating with specialists to provide tailored financial solutions, ensuring compliance with regulatory frameworks, and driving income growth through new client acquisition. The ideal candidate will possess a...

Job 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. Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the...

A financial service provider in South Africa is seeking a Financial Advisor in Standerton. The role involves providing advice to clients while ensuring compliance with the framework and achieving sales targets. Candidates should possess a Grade 12 qualification, a valid driver’s license, and at least 3 years of sales experience. Excellent communication skills and computer literacy are essential...

A leading financial services provider seeks a Financial Advisor in Mbombela to offer tailored financial advice and cultivate lasting client relationships. The ideal candidate will manage client portfolios, comply with industry regulations, and contribute to business growth through effective networking and understanding client needs. This role emphasizes the importance of ethical standards and...

A leading financial services company in South Africa seeks a Salaried Financial Advisor to deliver exceptional customer service and analyze solutions for clients. This role includes CRM management, business development, and building customer relationships. Candidates must possess Grade 12, a driver's license, and three years of sales experience. The ideal applicant will have strong communication...

A leading financial services provider in Mpumalanga seeks a Branch Consultant/Financial Advisor to deliver exceptional financial advice and client service. This role involves managing client portfolios, promoting products, and ensuring client retention. Candidates should have at least 1 year of sales or marketing experience and a Matric qualification. Opportunities for growth and continuous...

Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment. Hello future Private Advisor Welcome to FNB, the...

A leading South African financial institution is seeking a professional to deliver an exceptional experience to private clients. The role focuses on wealth creation and retention through innovative client engagement strategies. Applicants should possess a relevant NQF level 7 degree and have 3-5 years of experience in a financial sales environment. This position promises a chance for significant...

Job 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. Hello future Banking Advisor Welcome...

A financial services provider is seeking a Salaried Financial Advisor in Bushbuckridge. The ideal candidate will offer tailored financial advice while providing exceptional customer service, compliance with regulations, and the ability to identify sales opportunities. Applicants must hold a Grade 12 certificate and have at least 3 years of sales experience. This role is full-time, with a focus on...

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Ermelo. Responsibilities include offering financial advice, managing client relationships, and ensuring compliance with standards. Candidates should have at least one year of sales experience and a Matric certificate. This role provides opportunities for career growth within a dynamic and inclusive...

A leading financial services firm in South Africa is looking for an Entry-level Financial Advisor to join their team in Middelburg, Mpumalanga. The ideal candidate should have at least 12 months of financial services experience and a minimum of Matric or equivalent. Additional qualifications in long-term insurance and FAIS requirements are preferred. This is a full-time role focused on finance...

A leading financial services provider is looking for a Branch Consultant/Financial Advisor in Piet Retief. The role focuses on providing sound financial advice, enhancing client service, and maintaining strong relationships. Candidates should have a matric qualification along with experience in sales or marketing, ideally in insurance. Responsibilities include managing client portfolios, adhering...

An established industry player is seeking a dedicated individual to provide exceptional customer service and drive business growth. In this role, you'll be responsible for building and maintaining strong customer relationships, analyzing client needs, and identifying sales opportunities. Your ability to communicate effectively and manage customer data will be crucial in achieving success. If...

A leading financial services company in Standerton is looking for a candidate to provide financial advice within compliance frameworks. The ideal candidate will hold a Matric certificate, have at least three years of sales experience, and possess excellent communication skills. Responsibilities include establishing relationships with clients and developing performance targets. A Valid Driver’s...

A financial services provider in eMalahleni seeks a Sales Consultant to enhance client retention and promote products. Responsibilities include delivering financial advice, managing client profiles, and maintaining compliance standards. Ideal candidates will have at least 1 year of sales experience and a Matric qualification. Emphasis on strong customer service skills and risk management is key...

A leading financial services institution is seeking a Sales Consultant in eMalahleni, Mpumalanga. The role involves promoting products, providing exceptional client service, and managing client portfolios. Candidates must have Matric and RE5 certification, with one year of sales experience preferred. The position emphasizes customer service and adherence to compliance standards, aiming to enhance...

A leading African financial services firm in Mpumalanga is seeking an experienced individual to provide quality customer service and develop relationships with clients. Candidates should possess a Grade 12 qualification, FAIS compliance, and at least 3 years of sales experience. The role requires strong communication skills and computer literacy. This position offers opportunities for career...