Private Wealth Banker
4 days ago
- Jobs by Location
- Job by industries
Job Summary
- To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.
Job Description
- New Business Origination Manage and grow existing client relationships Involvement in credit related tasks Involvement in Assets under Management and Investments Stakeholder Management Query resolution Risk Management
Education
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
- Banking jobs
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Private Wealth Relationship Manager
9 hours ago
Pretoria, Gauteng, South Africa Absa Group Full timeSales Acquisition and Business DevelopmentAbsa Group is a leading financial services provider in Africa, offering a range of products and services to individuals, businesses and institutions.We are seeking a skilled Private Banker Pipeline professional to join our team. The successful candidate will be responsible for identifying business opportunities and...
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Private Banker Pipeline
12 hours ago
Pretoria, Gauteng, South Africa Absa Group Full timeEmpowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
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Wealth Creation Associate
4 days ago
Pretoria, Gauteng, South Africa Smardt Full timeWe're looking for someone who can:Provide expert advice on wealth creation and accumulation to Private Banking clients.Drive sales growth and client retention through effective money management.Maintain up-to-date knowledge of financial services solutions.Contribute to profit growth by effectively managing the leads pipeline.Meet quality and deadline...
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Private Banking Expert
4 days ago
Pretoria, Gauteng, South Africa Smardt Full timeJob Description:Deliver exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Understand and market all financial services solutions within the relevant business...
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Business Adminstration Support Assistant
1 week ago
Pretoria, Gauteng, South Africa Seninhle Occupational Health Services Full timeAre you a high-performing sales professional in the Wealth Management, Private Banking, or related fields, looking for an exciting opportunity to take your career to the next level?We have an incredible expat role based in the beautiful island nation of Mauritius, offering attractive compensation and growth potential for the right candidate.Role &...
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Estate and Wealth Management Specialist
4 days ago
Pretoria, Gauteng, South Africa Dgl Hr Full timeAbout UsDGL HR is a leading Africa-focused financial services group offering a range of career-enhancing opportunities.Job SummaryWe are seeking a Leasing Executive to join our team and provide financial and estate planning advice to our clients.Responsibilities:Provide appropriate financial and estate planning advice to Private and Business Banking...
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Paraplanner
3 days ago
Pretoria, Gauteng, South Africa Globevest Group Full timePosition: ParaplannerSalary: Market relatedLocation: PretoriaJob type: PermanentIndustry: Financial ServicesReference Number: MJ.PP.AWAM.25022025COMPANY DESCRIPTION:Our client is a Financial Planning and Investment business based in Pretoria and they are looking for an experienced Paraplanner to join their team as soon as possible.JOB DESCRIPTION:Preparation...
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Banking Operations Expert
3 days ago
Pretoria, Gauteng, South Africa Absa Bank Full timeAbout UsAbsa Group Limited ('Absa Group') is listed on the Johannesburg Stock Exchange and is one of Africa's largest diversified financial services groups.Absa Group offers an integrated set of products and services across personal and business banking, corporate and investment banking, wealth and investment management and insurance.Job Summary:To process...
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Customer Service Associate
2 days ago
Pretoria, Gauteng, South Africa Smardt Full timeWelcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can:Deliver exceptional experience and education to...
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Officer: Trust
3 days ago
Pretoria, Gauteng, South Africa Absa Bank Full timetime left to apply End Date: March 29, 2025 (3 days left to apply)job requisition id R-15973099Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth...
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OMF Leasing
4 days ago
Pretoria, Gauteng, South Africa Old Mutual Full timeJob title : OMF Leasing / Legal AdministratorJob Location : Gauteng, PretoriaDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionAdditional Qualifications/ Experience (Preferred, Not a Requirement) Old Mutual Finance Properties / Anchorage Property Management This role fits within the Properties Team that...
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Business Analyst
6 days ago
Pretoria, Gauteng, South Africa Professional Sourcing Full timeC-Suite Business Development Associate / Hunter - Calling all Corporate | Commercial BankersDiversiti Professional Placements SA Pretoria, Gauteng, South Africa4 days agoAre you currently working with high-value transactions, closely with strategic partnerships or complex decision-making processes, liaising at C-suite / Executive level?If so, this could be a...
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Private Wealth Banker
3 weeks ago
Pretoria, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
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Private Wealth Advisor
4 weeks ago
Pretoria, South Africa FirstRand Full timeJob 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...
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Sales Support Consultant
2 weeks ago
Pretoria, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
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Private Banking Analyst Private Clients
4 weeks ago
Pretoria, South Africa FirstRand Full timeJob Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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 -...
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(Local Agent) Banker
2 weeks ago
Pretoria, South Africa European Investment Bank Full timeThe _**_European Invest_**_me_**_nt Bank_**_ (EIB) is the European Union’s bank. It works in support of EU develop_me_nt and economic co-operation policies by financing invest_me_nt in both public and private sectors. _**_EIB Global_**_ is seeking to recruit for its _**_Global Partners Department - Africa-Public Sector Division - East and Southern Africa...
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Fiduciary Assistant
1 week ago
Pretoria, South Africa Sanlam Full timeWho are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...
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Independent Financial Advisor
1 week ago
Pretoria, South Africa Aluma Capital Full time**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products._ **Who are we looking for?** A Financial Advisor (financial agent /...
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Independent Financial Advisors
1 week ago
Pretoria, South Africa Status Asset Management Full time**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...
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Service Manager: Client Services
2 weeks ago
Pretoria, South Africa Fourier Recruitment Full timeService Delivery Ensure that the team handles all Escalated client queries, Errors and/or complaints (telephonic /written /social media). Performing causal analyses with a view to process changes and resolving issues within agreed Service Level Agreements. Lead and initiate strategic projects aimed at improving the client experience across the various...
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Sales Professionals to Be Trained As Financial
4 weeks ago
Pretoria, South Africa Featherway Recruiting Full time**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...
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Business Tax Services Manager
1 week ago
Pretoria, South Africa Professional Sourcing Full time**Job Overview**: **Business Tax Services Manager (Professional Services)** **Location: Sandton, Gauteng** **Position Overview**: **A highly reputable professional services** **firm** has a unique new opportunity for an experienced **Business Tax Services Manager **to join their team. One will have the opportunity to assist the world’s leading...