Private Client Advisor

A leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to contribute...

A leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to significantly...

A leading financial services provider in Mbombela is looking for a Private Advisor to deliver exceptional experience and education to Private Clients regarding wealth creation and financial solutions. You will assist in driving client retention and contribute to sales growth. The ideal candidate has an NQF level 7 degree, RE5 certification, and 3-5 years of...

Private Banking Advisor – Private Wealth Location: Nelspruit | Posted Today | End Date: Oct 31 | Job Requisition ID: R | (29 days left to apply) Job Description To assist in proactively managing a portfolio of Private Wealth Clients with the team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of...

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. Hello future Private Advisor Welcome to FNB, the home of the...

A leading financial institution located in Mbombela is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. Ideal candidates should possess a RE5 Certificate and a degree in Finance or Accounting, along with experience in sales within a financial environment. This position offers a chance to deliver exceptional service and grow...

A financial services provider in Mbombela seeks a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will hold a RE5 Certificate and a degree in Finance or Accounting, with 2-3 years of sales/service experience in a financial environment. Responsibilities include excellent stakeholder management and service delivery....

A financial services provider in Mbombela is looking for a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate should have a degree in Finance or Accounting and hold a RE5 Certificate, along with 2-3 years of sales or service experience in the financial sector. Responsibilities include stakeholder management and...

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. Contribute to a...

A financial services institution in Mbombela seeks a dedicated professional to manage a portfolio of affluent clients. The role involves selling and servicing clients, ensuring the growth of existing client relationships, and identifying opportunities to acquire new clients. Interested candidates should demonstrate excellent stakeholder management and a...