Private Client Advisor jobs in Durban

Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment. Hello future Private Advisor Welcome to...

A leading South African financial institution seeks a Private Advisor in Durban to enhance client engagement and loyalty through effective wealth management strategies. The ideal candidate will possess an NQF level 7 FSCA approved Degree and RE5 Regulatory Compliance Certificates, with 3 to 5 years of experience in a financial sales/service environment. This position offers a chance to network...

Overview The banker role is within the HNW Team based in Durban. 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 in...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources...

A prominent financial services provider based in South Africa is seeking a professional financial advisor to join their team in Durban. The ideal candidate will provide tailored financial advice and maintain relationships with clients, ensuring compliance in all interactions. Strong communication skills and a commitment to achieving production targets are essential. A background in financial...

A financial services firm in Durban is looking for a skilled Advisory Assistant to support Advisors with client relationships and key business drivers. The role involves administration and support, with tasks including managing client queries, following up on instructions, and updating CRM systems. The ideal candidate will have strong admin skills, attention to detail, and experience in the...

A leading financial service provider seeks an experienced individual to join their team in Durban. The role requires providing excellent customer service, identifying sales opportunities, and developing strong relationships with clients. Candidates should possess at least 4 years of sales experience, a valid driver's license, and relevant qualifications. The organization offers the chance to grow...

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. - Educate...

A leading financial services organization in Durban seeks an experienced sales professional. This role entails providing outstanding customer service and building strong relationships with clients. Candidates must possess at least 3 years of sales experience, a valid driver’s license, and strong communication skills. A focus on customer needs and the ability to analyze sales data are essential....

A financial services provider in Durban is seeking a driven Sales Representative to market life assurance and funeral products. The role involves selling policies, conducting needs analysis, and servicing members. Candidates should have Matric/Grade 12, FAIS credits, and RE5 qualification as per FSCA requirements. One year of sales experience in the Financial Services Industry is preferred....

A leading insurance provider is seeking motivated sales professionals to market life assurance and funeral products in Durban and surrounding areas. Candidates must have a Matric qualification, FAIS credits, and RE5 certification. This role requires at least one year of proven sales experience in the Financial Services Industry. Applicants must demonstrate excellent communication and negotiation...

A leading financial institution is seeking a Private Advisor to provide exceptional service and guidance on wealth creation to private clients. The ideal candidate will have a relevant degree, RE5 certification, and 3-5 years of experience in a financial sales/service environment. Responsibilities include driving client retention and managing relationships for growth. This role offers potential...

A leading financial services company in KwaZulu-Natal seeks a dedicated sales professional to provide products advice, ensure compliance, and develop customer relationships. Candidates must have at least 3 years of sales experience, strong communication skills, and a valid driver's license. The successful applicant will be accountable for achieving sales results and developing business...

A leading financial services provider in Durban is seeking a Branch Consultant/Financial Advisor to promote products and provide exceptional client service. Ideal candidates will have at least Matric and be FAIS compliant. This role emphasizes client retention and financial advice, requiring strong product knowledge and adherence to compliance standards. Join a supportive company focused on...

A leading financial services group in Durban is seeking to fill a role that involves managing a portfolio of Private Wealth Clients. The successful candidate will proactively identify opportunities to deposit new business and enhance the experience of existing clients. Responsibilities include ensuring exceptional service delivery, achieving financial targets, and developing stakeholder...

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Durban, KwaZulu-Natal. The role involves understanding client needs, managing relationships, and providing appropriate financial solutions. Candidates must have a Matric, and be FAIS compliant, with bonus qualifications being RE5. This position offers a chance for personal and professional growth within a...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...

A leading financial institution in Durban seeks a Private Wealth Client Manager to manage and grow a portfolio of clients. This role requires strong stakeholder management, financial analysis, and exceptional customer service skills. Key responsibilities include delivering innovative solutions, contributing to a service excellence culture, and ensuring compliance with relevant policies....

A leading financial services provider in Durban is seeking a client-focused individual to promote their products and provide high-quality service. The ideal candidate will ensure client retention, manage accounts, and adhere to compliance standards. A Matric certificate is required alongside FAIS compliance and Class of Business training. This role offers opportunities for personal development in...

Job Location: Durban, KwaZulu-Natal, South Africa Application Deadline: February 13, 2026 Job Description - To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of...