Private Clients Advisor-13
2 days ago
Private Clients Advisor-13 page is loaded## Private Clients Advisor-13locations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 7, 2025 (8 days left to apply)job requisition id: R40208# **Job Description**To 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 principlesWelcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us 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:** Life improvement on lives through simple, effective solutions fulfilling client needs.**Are you someone who can:*** Deliver exceptional experience and education to Private Clients on basic wealth creation, 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 offering.* Assist with profit growth for the business through ensuring effective management of the leads pipeline.* Produce consistently high-quality outputs within agreed deadlines.**You will be an ideal candidate if you:*** Have NQF level 7, FSCA recognized Degree.* RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - Essential* Preferred Qualification - Certified Financial Planner (CFP)* Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.* Strong background in Banking /Investment / Financial Planning / Wealth Management**You will have access to:*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.**We can be a match if you are:*** Able to build sound relationships based on trust and openness.* Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.# # ****Job Details****# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/12/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .#J-18808-Ljbffr
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Private Clients Advisor-13
5 days ago
Floor , Portside, Buitengracht Street, Cape Town City Centre, Cape Town,, South Africa FirstRand Bank Full time R2 500 000 - R4 500 000 per yearJob 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 principlesWelcome to FNB, the home of the...
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Private Clients Wealth Advisor
2 days ago
Cape Town, South Africa FNB Namibia Full timeA leading financial institution in Cape Town is seeking a Private Clients Advisor. This role focuses on delivering exceptional experiences to clients and driving sales growth while providing expert financial advice. Applicants need to have a relevant degree, financial compliance certification, and experience in a financial services environment. Join a team...
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Private Clients Wealth Advisor
2 days ago
Cape Town, South Africa RMB Nigeria Limited Full timeA financial services provider in Cape Town is seeking a Private Clients Advisor to enhance client education on wealth creation and retention strategies. The ideal candidate has 3-5 years of experience in financial services, possesses relevant qualifications, and demonstrates a strong ability to build client relationships. This position offers opportunities...
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Private Clients Wealth Advisor
2 days ago
Cape Town, South Africa FirstRand Namibia Limited Full timeA financial services institution in Cape Town seeks a Private Clients Advisor to deliver exceptional client education on wealth creation and financial solutions. The ideal candidate has a recognized degree and 3 to 5 years of relevant experience in banking or wealth management. This role offers uncapped earning potential and opportunities for professional...
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Private Clients Wealth Advisor
2 days ago
Cape Town, South Africa Wesbank Full timeA leading financial institution in Cape Town is seeking a Private Clients Advisor to enhance client experience in wealth creation and financial solutions. The candidate must have an NQF level 7 degree and at least 3 years of experience in a financial service environment. This role offers a chance to build relationships, drive sales, and contribute to client...
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Private Clients Wealth Advisor
2 days ago
Cape Town, South Africa Rmbwestport Full timeA financial services firm in Cape Town is looking for a Private Clients Advisor to deliver exceptional education and service to clients regarding wealth creation strategies. The ideal candidate will have a strong financial background with at least 3 years of experience in a sales environment. This position offers opportunities for networking and uncapped...
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Private Advisor
7 days ago
Cape Town, South Africa FirstRand Full timeJob Description To 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 Welcome to FNB, the home of the...
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Private Advisor
5 days ago
Cape Town, Western Cape, South Africa FirstRand Full time R500 000 - R1 000 000 per yearJob 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 principlesWelcome to FNB, the home of the...
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Wealth Manager
1 week ago
Cape Town, Western Cape, South Africa NEBA Private Clients Full time R600 000 - R1 200 000 per yearCompany DescriptionNEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and...
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Client Advisor Consumer&private Clients
1 day ago
Cape Town, South Africa Nedbank Full time**Job Requisition details** - REQ: 141373 - Role:nClient Advisor Consumer and Private Clients - Area: Goodwood, Cape Town - Advert closing date: 19/05/2025 **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...
