Private Client Advisor jobs in Stellenbosch

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

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...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Your Team Responsibilities The team is responsible for supporting MSCIs new AI Data Management Platform enabling high-quality data ingestion document processing IBOR data workflows and the delivery of AI-enhanced data outputs to internal and external stakeholders. The team partners closely with Technology Data Operations Product and Client Service to ensure that AI-driven processes are accurate...

Your Team Responsibilities As a Senior Associate within MSCI's Private Capital Solutions Transactions Team, you will lead the delivery of Data Operations' Service Level Agreements and drive continuous data quality improvements. You'll oversee production workflows, set process priorities, and implement best practices to enhance efficiency and accuracy. In this role, you'll collaborate closely...

About Us We are a dynamic, founder-led private markets investment house focused on alternative investments across credit, equity, infrastructure, and real assets in South Africa and internationally. Operating at the intersection of institutional capital and high-impact transactions, we structure sophisticated deals across asset-backed credit, infrastructure, agriculture, materials,...

Must preferably be available immediately! Salary: Market Related per month, depending on experience Our client, a dynamic private equity and investment management company, seeks an Accountant to join their dynamic team, who can start Immediately or as soon as possible at their offices in Stellenbosch. Must live in or around Stellenbosch Area. Requirements: Grade 12 Bachelor's Degree in...

A trailblazing and innovative private group company based in Stellenbosch has an exciting opportunity for an experienced Finance professional to join their team of winners. A confident personality that can defend and articulate their position, not be a pushover and can advocate for their way of thinking, is a great fit for this team. Benefits - Highly competitive remuneration package -...

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have...

THE OPPORTUNITY We have an opportunity for an admitted attorney to join our team as a Legal Advisor. The purpose of this position is to (i) assume the management of the legal department and (ii) ensure the achievement of the strategic imperatives of the company and associated companies, by providing legal advice and opinions, drafting commercial contracts, litigation, and Intellectual Property...

A leading recruitment firm is seeking a Virtual Advisor focused on personal lines insurance in Stellenbosch. You will provide expert solutions and build client relationships while ensuring compliance with regulatory standards. Candidates should have at least 2 years' experience in short-term insurance sales and an FSCA-approved qualification. This opportunity offers a pathway to a sustainable...

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...

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Must preferably be available immediately! Salary: Market Related per month, depending on experience Our client, a dynamic private equity and investment management company, seeks a Senior Accountant to join their dynamic team, who can start Immediately or as soon as possible at their offices in Stellenbosch. Must live in or around Stellenbosch Area. Requirements: Grade 12 Bachelor's Degree...

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...

Bring your possibility to life! Define your career with usWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.: Wherever you are in your career, we are here for you....

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

A leading financial institution in Bellville is seeking a Banking Specialist in Private Banking. The ideal candidate will deliver customized financial solutions to ultra- and high-net-worth clients while managing complex processes and building long-term relationships. Required qualifications include an FSCA-recognized degree and significant experience in the Financial Services Industry. This role...