Private Client Advisor jobs in Western Cape

A reputable financial institution in Cape Town seeks a Banking Advisor to manage a portfolio of Private Wealth Clients effectively. The successful candidate will support sales through client engagement, analyze client portfolios, and identify opportunities for growth. Requires a relevant finance degree and RE5 qualification, along with 2-3 years of experience in a sales/service role within a...

A financial services company is seeking a Banking Advisor - Wealth in Cape Town. This role involves managing a portfolio of Private Wealth Clients, providing analyses, and engaging in sales to grow client relationships. An ideal candidate holds a relevant degree, has sales/service experience within banking, and excels in stakeholder management. You will contribute to client acquisition and...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to assist in managing a portfolio of Private Wealth Clients. This role involves providing analysis, sales support, and client engagement to identify opportunities for banking new clients and growing existing portfolios. Candidates should possess a relevant degree and have 2 - 3 years of experience in a banking or...

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...

A leading financial institution in Cape Town seeks a Banking Advisor - Wealth to manage a portfolio of Private Wealth Clients. The successful candidate will provide exceptional service, support sales through analysis, and contribute to client satisfaction. Key qualifications include an NQF7 Degree in Finance or similar and 2-3 years of experience in banking. The role emphasizes stakeholder...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A leading financial services firm in Cape Town is seeking a dedicated individual to assist in managing relationships with private clients. In this role, you'll support senior financial advisers, engage with high-net-worth clients, and help deliver tailored financial solutions. With a focus on building long-term relationships, you'll be integral to the team's success in providing exceptional...

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...

Job Requisition details- REQ: 141373- Role:nClient Advisor Consumer and Private Clients- Area: Goodwood, Cape Town- Advert closing date: 19/05/2025Job Family- Sales and ServiceCareer Stream- SalesLeadership Pipeline- Manage Self: Technical (MST)FAIS Affected- FAIS Affected - YesJob Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and...

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...

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...

A leading financial institution in Cape Town is seeking a Banking Advisor - Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate should possess a relevant degree and have 2-3 years of sales/service experience in the banking sector. You will be responsible for delivering exceptional customer service, supporting sales through analysis, and expanding the client...

A leading financial services company in Cape Town seeks a Banking Advisor for Wealth management. The ideal candidate will manage a portfolio of Private Wealth Clients, providing analysis and proactive engagement to enhance client relationships. Applicants should have an NQF7 Level Degree in Finance, Economics, or Accounting, alongside 2-3 years of sales/service experience in the banking sector....

A leading financial institution seeks a Private Wealth Advisor in George, Western Cape. The role demands delivering exceptional client experiences and expertise in investment and financial planning. Candidates should possess a relevant degree and have substantial experience in wealth management and client interactions. Join a dynamic team dedicated to driving client retention and financial...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

Private Advisor page is loaded## Private Advisorlocations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 3, 2026 (7 days left to apply)job requisition id: R45241# Job DescriptionHello future Affluent Client AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...

A leading financial services institution in Cape Town seeks a Banking Specialist in Private Banking to deliver tailored solutions to ultra- and high-net-worth clients. This role requires at least 10 years of experience in the Financial Services Industry, including 5 years as a Private Banker. The ideal candidate will possess a deep understanding of banking regulations and demonstrate exceptional...

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. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...