Private Wealth Advisor – Grow Clients

A leading financial institution in Pretoria is seeking a Banking Advisor – Wealth to manage a portfolio of Private Wealth Clients. The role involves providing exceptional advice, managing stakeholder relationships, and identifying opportunities to grow the client base. Candidates should have strong analytical and client management skills. This position...

A leading financial services provider in Gauteng is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The role requires effective stakeholder management to identify new client opportunities and grow existing portfolios. Ideal candidates should hold a Degree / NQF level 7 qualification and have at least 3 years of sales...

A leading financial services provider in Gauteng is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. You will be responsible for effective stakeholder management, identifying new client opportunities, and growing existing portfolios. Ideal candidates should hold a Degree / NQF level 7 qualification and have at least 3 years...

A leading banking institution in Pretoria seeks a Banking Advisor to manage and grow a portfolio of Private Wealth Clients. The role involves providing exceptional client service, achieving financial targets, and building key stakeholder relationships. Ideal candidates should demonstrate proactive engagement and a commitment to client satisfaction. Come join...

A major financial institution in South Africa is seeking a Banking Advisor for its Wealth division in Pretoria. The role involves managing a portfolio of Private Wealth Clients, delivering exceptional service, and achieving financial targets. Ideal candidates will demonstrate strong stakeholder management skills and a commitment to fostering client...

A major financial institution in South Africa is seeking a Banking Advisor for its Wealth division in Pretoria. The role involves managing a portfolio of Private Wealth Clients, delivering exceptional service, and achieving financial targets. Ideal candidates will demonstrate strong stakeholder management skills and a commitment to fostering client...

A financial services organization in Pretoria is looking for a Banking Advisor – Wealth to manage a portfolio of Private Wealth Clients and achieve financial targets. The role involves providing exceptional advice, expanding the customer base, and ensuring compliance with governance requirements. Ideal candidates should have experience in sales and service...

A leading financial institution in Pretoria is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. This role requires RE5 certification and at least 3 years of experience in sales and services. The ideal candidate will provide high-quality advice and actively grow the client base through effective stakeholder management and...

A leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning....

A leading South African bank is seeking a Banking Advisor Wealth in Pretoria. In this role, you will manage a portfolio of Private Wealth Clients, providing exceptional service and innovative solutions. The ideal candidate should have a Degree/NQF level 7, RE5 qualification, and at least 3 years of sales experience. The bank encourages applicants from...