A national law firm is seeking a Private Client Solicitor to join their team in Worcester. Candidates should have 0-4 years of experience in private client work and be able to manage their own caseload. The role offers a supportive environment that promotes teamwork and includes benefits such as income protection and a bonus scheme. Ideal applicants will have excellent technical ability, strong...
Location: Johannesburg 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...
A leading South African financial institution is seeking a Manager Credit for their Private Clients team. This role involves assessing multiple credit products and managing client expectations, with an emphasis on strong decision-making and risk management skills. Candidates should have 3+ years of credit management experience and relevant qualifications. Opportunities for advancement into...
A leading financial institution in Limpopo is seeking a Banking Advisor Wealth to assist in managing a portfolio of Private Wealth Clients. The ideal candidate will contribute to service excellence while identifying opportunities to grow the client base. A RE5 Certificate and a degree in Finance or Accounting is required, along with 2–3 years of experience in a sales/service role within a...
A leading bank in South Africa seeks a professional to manage and grow relationships with Private Wealth clients. The role involves achieving financial targets, acquiring new clients, and ensuring compliance with regulatory frameworks. Candidates must have a Bachelor's Degree in Business, Commerce, or Management Studies. Responsibilities include managing existing client portfolios, handling...
A global luxury spirits company is seeking a Private Client Manager in Johannesburg. The role involves managing relationships with high-net-worth individuals and corporate clients to drive sales of luxury spirits and Champagne. Responsibilities include product management, organizing VIP experiences, and conducting market analysis. The ideal candidate should have at least 5 years of experience in...
A leading financial services provider in South Africa, based in Limpopo, seeks a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. This role involves developing client relationships, delivering exceptional service, and achieving financial targets. Ideal candidates should have a RE5 Certificate and a degree in Finance or Accounting, along with 2-3 years of sales experience in...
A leading wealth management firm in Cape Town seeks a Private Wealth Manager to serve High-Net-Worth clients. Responsibilities include client engagement, conducting financial analysis, and providing tailored recommendations on wealth portfolios. Candidates should have at least 3 years of wealth management experience and relevant qualifications recognized by South African regulations. This role...
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...
A leading financial institution in Limpopo is seeking a Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will enhance client relationships and handle banking needs effectively while identifying opportunities for growth. Applicants should have a RE5 certificate and a degree at NQF7 level in Finance or Accounting, along with 2-3 years of experience in the...
A leading financial services firm in Johannesburg is seeking a Senior Paraplanner/Client Relationship Specialist. This role focuses on providing exceptional service and developing trusting relationships with private wealth clients. Responsibilities include client reviews, managing leads, and ensuring compliance with regulations. The ideal candidate will have a recognized FSCA qualification,...
A major retail bank in Tzaneen, Limpopo is looking for a candidate to provide exceptional service and education to Private Clients regarding wealth creation and management. The ideal applicant should have a relevant NQF level 7 degree and 3 to 5 years of experience in a financial service. The role involves managing client relationships, driving retention, and ensuring effective lead management,...
Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 - Contribute to the development of larger overall area budget - Develop the...
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...
Job Description To deliver exceptional experience and education to Private Clients/RMB 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. Who You Are - Deliver exceptional experience and education to Private Clients on basic wealth...
A leading financial services group in South Africa is seeking a professional to enhance client experiences and manage budgets within their Private Clients division. The role emphasizes the importance of financial governance and relationship management while driving client retention through tailored, customer-centric solutions. Ideal candidates will demonstrate strong financial analysis and risk...
Join a forward-thinking bank that empowers Africa's tomorrow by building and maintaining professional relationships with Private Wealth clients. In this dynamic role, you will proactively acquire new clients, deepen existing relationships, and ensure customer satisfaction while adhering to regulatory frameworks. With a strong emphasis on business development and risk management, this position...
A financial services firm in Johannesburg is seeking a Private Banker to source new high net worth clients and deliver financial advisory services. The ideal candidate will have at least 5-6 years of experience in Private Banking, strong networking abilities, and excellent analytical skills. This role requires a relevant tertiary degree and offers a dynamic environment for individuals who excel...
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...
A leading bank in South Africa is seeking a professional to manage and grow relationships with Private Wealth clients. The role involves financial target achievement, new client acquisition, and delivering exceptional customer service within compliance frameworks. Candidates must hold a relevant Bachelor's degree or advanced diploma. This position offers the opportunity to engage in various...