Location: Johannesburg Description of Role As a senior manager you will be responsible for the overall management of the client portfolio allocated to you, including the management of the junior members allocated to you. Key Responsibilities You will be responsible for the management of your client portfolio with a focus on meeting all applicable SARS tax filing deadlines, including the...
A leading South African financial institution is seeking a Manager Credit for their Private Clients team. This role involves assessing multiple credit products and managing client expectations, with an emphasis on strong decision-making and risk management skills. Candidates should have 3+ years of credit management experience and relevant qualifications. Opportunities for advancement into...
A prestigious financial institution in Johannesburg seeks a Private Wealth Advisor to deliver exceptional client experiences and drive sales through effective wealth management strategies. The ideal candidate will have a relevant degree, compliance certification, and 3 to 5 years of experience in the financial sales/service industry. This role offers opportunities for networking, basic guaranteed...
A leading South African bank in Johannesburg seeks a Private Service Advisor to enhance customer experiences through expert service and solutions. The role focuses on supporting sales, managing client portfolios, and ensuring compliance with banking regulations. Ideal candidates will possess strong skills in customer engagement and sales opportunities, be responsible for performance assessments,...
A leading financial institution in Johannesburg is looking for a Private Service Advisor to deliver exceptional banking experiences. You will provide advice, support, and sales to enhance client relationships and promote business growth. The ideal candidate will excel in customer engagement, manage client portfolios efficiently, and comply with governance standards. This role offers the...
A prominent banking institution in Johannesburg is seeking a Private Service Advisor to enhance customer banking experiences. The successful candidate will drive sales growth, manage client portfolios, and ensure exceptional service delivery. Responsibilities include identifying sales opportunities, reporting on transactional activities, and maintaining compliance with governance requirements....
A leading financial institution in Johannesburg seeks a Private Service Advisor to enhance the banking experience for customers. The role involves providing excellent service, identifying sales opportunities, and managing client relationships to achieve financial targets and service excellence. Candidates should be skilled in customer service and sales, with a strong focus on client engagement....
A leading financial services institution in Johannesburg is seeking a Private Wealth Advisor to enhance client experiences and manage wealth creation strategies. The ideal candidate should have a relevant NQF level 7 degree and 3-5 years of sales/service experience in a financial environment. Responsibilities include delivering exceptional client service, driving retention, and managing a leads...
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 institution in Durban seeks a Private Wealth Client Manager to manage and grow a portfolio of clients. This role requires strong stakeholder management, financial analysis, and exceptional customer service skills. Key responsibilities include delivering innovative solutions, contributing to a service excellence culture, and ensuring compliance with relevant policies....
A leading financial institution is seeking a Banking Specialist in Private Banking based in Bellville, Western Cape. The ideal candidate will be an expert in financial products, focusing on customized solutions for ultra- and high-net-worth individuals. Candidates must have a recognized degree and substantial experience in the financial services sector, particularly in private banking. Key...
A leading banking institution in Johannesburg is seeking a Private Service Advisor to provide exceptional service and solutions to enhance the banking experience of customers. The ideal candidate will possess strong sales skills, manage client portfolios, and strive to exceed customer expectations. This role involves generating leads, supporting sales efforts, and ensuring compliance with...
A leading financial services provider in Johannesburg is seeking a Private Service Advisor to offer sales and advisory services focused on delivering excellent customer experiences. The candidate will be responsible for client engagement, managing portfolios, and identifying sales opportunities, contributing to customer base growth. Strong communication and analytical skills are essential, along...
A leading financial institution in Johannesburg is looking for a Private Wealth Advisor to enhance client experience and drive sales growth. Candidates must have relevant qualifications, including a degree and regulatory compliance certificates, along with 3 to 5 years of experience in sales within the financial sector. This position offers excellent networking opportunities and the potential for...
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...
A reputable financial institution in Johannesburg is seeking a Private Wealth Advisor to deliver exceptional client experiences and enhance wealth management services. The ideal candidate will have a relevant NQF level 7 degree and 3 to 5 years of experience in a financial sales environment. Responsibilities include increasing client retention, managing leads, and contributing to profit growth....
A leading financial institution in Gqeberha is seeking a Banking Advisor to manage a portfolio of affluent clients. This role requires proactive engagement with a team of Private Bankers, delivering high-quality service, and identifying growth opportunities. Ideal candidates will hold an RE5 Certificate and have a bachelor's degree in a relevant field, along with 3 to 5 years' experience in a...
A prominent financial institution is seeking a Private Wealth Advisor in Johannesburg, focusing on delivering exceptional service and driving client retention. Ideal candidates should have an NQF level 7 FSCA approved degree and 3 to 5 years of experience in a similar role. The position emphasizes building strong client relationships and ensuring compliance with regulatory requirements....
Private Clients Advisor page is loaded## Private Clients Advisorlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 2, 2026 (6 days left to apply)job requisition id: R44278# Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection...
A leading financial institution in Johannesburg seeks a Private Wealth Advisor to deliver exceptional service and education to Wealth Clients. The ideal candidate will possess a relevant degree and have 3 to 5 years of experience in financial sales. Responsibilities include enhancing client retention and managing existing and new leads. The role offers uncapped earning potential and opportunities...