Private Client Advisor jobs in Bloubergstrand

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...

About the Role As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor, you will provide a superior level of service through an inclusive environment that inspires brand...

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 legal consulting firm in Cape Town is seeking an experienced Conveyancing Secretary to manage the full conveyancing process for residential and commercial property transfers. The ideal candidate will have over 5 years of experience, excellent organizational skills, and the ability to work independently while liaising with high-net-worth clients and various stakeholders. This role offers a...

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...

Company Description Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services. Key Accountabilities: - Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures. - Adherence to key performance indicator standardsin the execution of all tasks and early...

Whittier Trust Overview Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families. Our Services Our dedicated professionals work with clients and their families to deliver a broad array of services including investment...

Posting Description:Client Service Advisor Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Job Requisition details- Req: 142571- Role: Client Advisor- Area: Claremont- Advert closing date: 05/11/2025- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- 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...

Collinson is the global, privately-owned company dedicated to helping the world to travel with ease and confidence. The group offers a unique blend of industry and sector specialists who together provide market-leading airport experiences, loyalty and customer engagement, and insurance solutions for over 400 million consumers. Collinson is the operator of Priority Pass, the world's original and...

Company Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

Legal Advisor Milnerton Cape TownWe are seeking a detail-oriented and commercially minded Legal Advisor to join our FMCG client based in Montague Gardens. The successful candidate will provide legal support across various business functions, ensuring compliance with relevant legislation and minimising legal risks. This role is ideal for a legal graduate with strong commercial acumen who is not...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...

- - Investment Portfolio Specialist, Private Equity & Hedge Funds Join a cross-border investment team driving private equity and hedge fund growth across global markets Cape Town | 8am to 5pm | Competitive market-related package About Our Client Our client is a boutique investment management firm specialising in private equity, hedge funds, and multi-asset portfolios across international...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...

A leading multi-family office in Cape Town is seeking a professional to focus on client service and business development. The position requires extensive experience in trusts and estate planning, along with superior communication skills and a strong focus on developing new business. Candidates should have a proven track record in client administration and wealth management, with the ability to...

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...

Location: Cape Town Internal Sales Representative Private Utilities Sector - An Internal Sales Representative is required in the private utilities sector. This role focuses on supporting both existing and new customers by providing fast, accurate quotations, maintaining proactive communication, and building strong, long-term customer relationships. - The position works closely with external...

Location: Cape Town Sales Representative Electricity, Water & Gas Metering Solutions - A Sales Representative is required in the private and public metering space, focused on selling electricity, water, and gas metering solutions and products to customers. - The ideal candidate is a results-driven, technically minded individual who actively seeks out and engages customer prospects. The role...