Private Client Advisor jobs in Milnerton

A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...

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...

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...

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 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...

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...

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...

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...

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...

A global Investor Services group is seeking a Sales Director to drive growth in offshore wealth planning solutions targeted at ultra-high-net-worth clients in South Africa. The role involves leading sales strategies, maintaining client relationships, and collaborating with teams to ensure maximum conversion of prospects. Ideal candidates will have proven sales experience, excellent communication...

About Our Client Our client is building the next-generation deal origination engine for private equity. They partner with top-tier private equity firms across the U.S. to source proprietary, off-market acquisition opportunities using a modern outbound approach powered by technology, automation, and disciplined process. They are a fast-growing, founder-led firm with an elite, high-output team....

Overview Allocator is a software and data-as-a-service company, that provides integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity, and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world's leading investment offices. We help private markets investors...

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...

Overview We are seeking a dynamic and experienced Manager to join our expanding team. In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support their goals in wealth...

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...