Private Client Advisor jobs in Boksburg

*Job Requisition details * Req: Role: Client Advisor Consumer&Private Clients Area: Kempton Park Advert closing date: 30/01/2026 *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...

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 management of client...

Overview We are seeking a dynamic and experienced Private Client Manager to join our team, responsible for selling a portfolio of Luxury Spirits and Champagne, with a focus on Cognac and high-end whiskies. The role entails developing both B2B and B2C business, managing high-net-worth individuals (HNWI) and corporate clients and overseeing the allocation of rare, unique and collectible spirits...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Job Advert Summary:To manage and administer personal lines portfolio’s via brokers and or direct as the case may be - end to end. Build, manage and maintain broker/client relationships. Minimum Requirements:Qualifications: - RE 5. - Insurance qualification (IISA). Experience: - 5 years personal lines insurance and policy administration experience. Knowledge: - Sound / in-depth skill and...

MAIN JOB PURPOSE The primary responsibility of a Manager of Learning Client Liaison (LCL) is to ensure strong relationships are developed and maintained with clients by managing external engagement and alignment with internal stakeholder and various partners towards delivering on and exceeding client and market expectations. The LCL collaborates toward the growth and strength of the distribution...

Job Advert Summary:The primary responsibility of a Manager of Learning Client Liaison (LCL) is to ensure strong relationships aredeveloped and maintained with clients by managing external engagement and alignment with internal stakeholderand various partners towards delivering on and exceeding client and market expectations. The LCL collaboratestoward the growth and strength of the distribution...

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.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.Participate in...

Strategic Client Growth Advisor (Remote) About The Role We are hiring a Strategic Client Growth Advisor to oversee and grow a portfolio of client engagements, working directly with optometry practice owners and doctors to help them make smart, strategic decisions that drive long-term business growth. This is not a traditional sales job - No cold calling. - No smile and dial culture. - No...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Job Description To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. - Connect with our customers by living up to our brand promise of how we can help you? at all times. - Converse with our...

A financial services firm seeks an OMF Branch Manager in Benoni to lead a team of advisors and manage customer relationships. The ideal candidate will have a High School education and strong skills in coaching, performance management, and CRM. Responsibilities include overseeing team performance, developing client engagement strategies, and ensuring operational efficiency. A focus on sales...

Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives) Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training) Employment Type: Full-Time Salary: R30,000 per month (fixed salary) --------------------------------------------------------------- Role Overview Were looking for a driven Junior Financial Advisor,salaried position, starting...

Private Equity Associate / Senior Associate | Rosebank, Gauteng | Permanent Play a hands-on role across the full private equity investment lifecycle. This is an opportunity for a high-agency investment professional to influence outcomes, not just analyse them. You will work closely with senior investment leaders to originate, execute, and actively manage investments, with real accountability...

We need someone strong with experience in estate management. You must reside close to Sandton/Cleveland This is not a live-in position - Supervising in-house projects - Overseeing the day-to-day tasks and operations of the home - Managing household bills and administrative duties - Running errands and purchasing items where required - Ensure that Security is on site and performing their...

Overview: The Private Banker role is within the High Net Worth (HNW) Team. 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...

A growing healthcare advisory firm is seeking a Strategic Client Growth Advisor to support and expand relationships with optometry practices. This remote role focuses on building long-term client relationships and providing strategic advisement. Successful candidates will have over 5 years in sales or client management, exceptional communication skills, and a consultative approach. You will help...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Client Advisor- Requisition number: 137134- Location: Johannesburg- Alberton- Closing date: 6 December 2024- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesClient Advisor Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs,...

Job Requisition details- Req: 143077- Role: Client Advisor- Area: Gauteng (Various areas within Gauteng)- Advert closing date: 12/12/2025- 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...