Private Client Advisor jobs in George

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 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 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...

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 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...

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...

A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

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...

A leading financial services provider is seeking a Wealth Manager to provide investment and financial planning advice to high income clients. The ideal candidate will have a relevant degree and 3 to 5 years of experience in wealth management, with a strong focus on compliance and customer satisfaction. This position offers a full time role in George, Western Cape, with a target date for...

A leading financial services provider is seeking a Wealth Manager in George, South Africa. The role requires providing financial services to high income clients with a focus on investment strategies. Ideal candidates should have a relevant degree, be a Certified Financial Planner, and possess 3 to 5 years of advisory experience. Responsibilities include developing financial plans, achieving sales...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R38309# Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A leading financial institution in South Africa seeks a Wealth Manager to provide expert financial services, focusing on high-income clients with an emphasis on investment strategies. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience. Responsibilities include analyzing client financial information, achieving sales targets, and ensuring compliance with...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...