Private Client Advisor jobs in North West

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. - Act responsibly with work related...

A leading financial institution in Klerksdorp seeks a candidate to manage a portfolio of Private Wealth Clients. Responsibilities include achieving financial targets, delivering exceptional advice, and expanding the customer base. The ideal candidate will possess strong analytical skills and relationship management capabilities. This role involves proactive client engagement and supporting the...

RM: Private Clients- Requisition Number -139236- Closing Date-18 August 2025- Location- Rustenburg- Job Family- Sales And Services- Career Stream- Relationship Management- Leadership Pipeline- Manage Self: Professional- FAIS Affected- FAIS Affected - YesJob Purpose- To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve...

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. - Act responsibly with work related...

A leading financial services provider in Potchefstroom seeks a Financial Advisor to deliver tailored financial advice and build strong client relationships. This role involves generating new business, ensuring compliance, and conducting thorough client needs analyses. Ideal candidates possess a Grade 12 qualification and are registered with the FSCA. The firm fosters personal development and...

A prominent financial services provider is seeking a dedicated customer service representative in Mahikeng. You will be responsible for handling customer inquiries, ensuring compliance with standards, and developing relationships with potential customers. Strong consultative selling and communication skills are essential. This position offers valuable experience in customer engagement within a...

A leading South African financial services firm is seeking a customer service professional to handle inquiries and provide support. Responsibilities include managing customer details, resolving queries, and following established protocols. The ideal candidate will have a minimum of a NQF Level 5 qualification and strong consultative selling skills. This role offers opportunities for professional...

A leading financial services provider in Potchefstroom seeks a Financial Advisor to deliver professional financial advice and cultivate long-term client relationships. The ideal candidate will assist in growing the advisor business, generate leads through networking, and provide tailored financial solutions while ensuring compliance with regulatory standards. This role offers an opportunity to...

A leading financial institution in Klerksdorp is seeking a proactive individual to assist in managing a portfolio of Private Wealth Clients. The successful candidate will be responsible for delivering exceptional service and identifying opportunities to grow the client base. Key duties include achieving financial targets, enhancing client relationships, and compiling reports to support business...

Overview Job DescriptionTo 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. Responsibilities - Act...

Requisition and Specialist Recruiter Information Closing Date - 22 December 2025 Cluster and Location Personal and Private Banking - Consumer Channel Potchefstroom, North West Province Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order...

A financial services provider in Potchefstroom is seeking a Financial Advisor to enhance client relationships and promote product offerings. Responsibilities include delivering sound financial advice, managing client portfolios, conducting compliance checks, and ensuring excellent service delivery. Ideal candidates will have at least 1 year in sales or marketing, and insurance experience is a...

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 services company located in Rustenburg is seeking a Customer Service representative to handle standard inquiries and assist customers. Responsibilities include customer interactions, compliance assessments, and data management. A suitable candidate should have NQF Level 5 qualifications and possess strong skills in customer service, consultative selling, and relationship building. The...

An established industry player is seeking a Branch Consultant/Financial Advisor in Mahikeng. This role involves providing exceptional financial advice and client service, focusing on understanding clients' needs and promoting a range of financial products. You will play a key role in client retention and satisfaction, ensuring compliance with industry regulations while developing your career in a...

A financial services provider in Potchefstroom is seeking a sales-focused individual to provide sound financial advice and enhance client service. Key responsibilities include maintaining client relationships, ensuring compliance, and supporting overall sales strategies. Ideal candidates will have at least one year of experience in sales or marketing, a Matric qualification, and familiarity with...

A leading financial services provider in Rustenburg is seeking a candidate to provide exceptional client service and promote products to increase market share. Responsibilities include managing client profiles, providing financial advice, and ensuring compliance with standards. The ideal candidate has at least 1-year experience in sales or marketing, with an advantage for insurance-related...

A leading financial services provider is seeking individuals passionate about offering professional financial advice to clients in Rustenburg. The role focuses on building long-term relationships, ensuring compliance, and achieving sales targets. Applicants should have completed their Grade 12 and adhere to regulatory standards. There's an emphasis on interpersonal skills and a commitment to...

A leading financial services company in Rustenburg is seeking a motivated sales consultant to provide financial advice and manage client relationships. This role involves understanding customer needs, maintaining compliance, and contributing to the growth of the business. Candidates should have a minimum Grade 12 qualification, with relevant sales experience advantageous. Join a company committed...

A top financial services provider in South Africa is seeking a Sales Consultant to enhance market share through promoting financial products and providing excellent client service. The ideal candidate will possess strong customer focus and have at least one year of experience in sales or marketing. Responsibilities include maintaining client relationships, understanding financial needs, and...