A major financial institution in South Africa is seeking an experienced professional to enhance client relationships within Personal & Private Banking. The ideal candidate will have at least 3 years of experience with affluent clients, demonstrating strong sales performance and a deep understanding of financial markets. Your role will include optimizing client experiences, managing portfolios,...
Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career‑enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large...
Job Overview Business Segment: Personal & Private Banking Location: ZA, WC, Garden Route, George, Knysna Oudtshoorn & Plettenberg Bay Job Type: Full-time Job Ref ID: A-0001 Date Posted: 1/16/2026 Job Description To proactively deliver a relationship-led transactional banking service that creates sustainable value for both the client and the bank. The role focuses on optimising the client...
About Our Client Our client is building the next-generation deal origination engine for private equity. They partner with top-tier private equity firms across the U.S. to source proprietary, off-market acquisition opportunities using a modern outbound approach powered by technology, automation, and disciplined process. They are a fast-growing, founder-led firm with an elite, high-output team....
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...
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,...
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...
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 -...
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. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...
Description Old Mutual Private Equity (OMPE), part of Old Mutual Alternative Investments (OMAI), is recognised as one of the largest and most established private equity managers in South Africa. Founded in 2000 and backed by 130 years of collective experience, OMPE specialises in sourcing, investing in, managing, and exiting private equity opportunities. Role Overview: A compelling...
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...
Job Description A bank in Cape Town are looking for Private wealth advisors. Requirements: Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. • Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment • Additional Knowledge - Full understanding of...
Your Team Responsibilities The team is responsible for supporting MSCI’s 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...
Business Segment: Personal & Private Banking To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability. Key Responsibilities - Build and maintain strong, long-term relationships with high-net-worth individuals...
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...
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...
Overview: Selling to and networking within our client's specific target market to grow the client base and generate new business through a strong acquisitions focus. Responsibilities: - Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals - Meeting specified budget and targets per activity - Delivering a quality CRM service to...
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...
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. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine...
Business Segment: Personal & Private Banking To be accountable for delivering the Signature Banking objectives within the Western Cape, aligned to the overall Private Banking strategy. The role is responsible for driving client growth, revenue generation, and the seamless integration of multi-product and wealth solutions across affluent and high-net-worth client segments. As Head, Signature...