Strategic Financial Advisor: Client Wealth Planning

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 financial services provider in South Africa is seeking a Private Clients Advisor based in Gauteng, Pretoria. The role requires expertise in wealth management and strong client relationship skills, focusing on building positive customer experiences and driving strategic initiatives. This position offers a chance to contribute to financial planning...

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

_**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

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...

Join Momentum as a Financial Adviser – Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that...

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 major financial institution is seeking a Banking Advisor for its Wealth division in Pretoria. In this full-time role, you will manage a portfolio of Private Wealth Clients, deliver exceptional service, and achieve financial targets. Ideal candidates will demonstrate strong stakeholder management skills and a commitment to fostering client relationships....