Private Wealth Advisor-3
4 weeks ago
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. Responsibilities Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. Participate in planned activities that are appropriate for own development. Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Develop, encourage and nurture collaborative relationships across the FRG. Ensure compliance to legislative and audit requirements and adherence to relevant processes. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards. Deliver internal and external customer service excellence through adherence to quality service standards. Prevent wastage and identify process improvements to contain and reduce costs. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. 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. 20 / 10 / 25. All appointments will be made in line with FirstRand Group's Employment Equity plan. Equal Opportunity & Disability Statement 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. Employment Information Seniority level: Entry level. Employment type: Full-time. Job function: Finance and Sales. Industries: Banking. #J-18808-Ljbffr
-
Pretoria, South Africa FirstRand Namibia Limited Full timeA major banking institution in Pretoria seeks a Banking Advisor Wealth to manage Private Wealth Clients. The role involves achieving financial targets, delivering exceptional service, and developing key stakeholder relationships. The ideal candidate should possess a relevant degree and have 3 years of sales experience. This position offers a full-time...
-
Private Wealth Advisor
1 week ago
Pretoria, South Africa Rmbwestport Full timeA 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...
-
Pretoria, South Africa Rmbwestport Full timeA leading financial institution in Pretoria is looking for a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree (NQF level 7), RE5 qualification, and at least 3 years of sales experience. You will provide exceptional service to clients, grow the customer base, and support the sales...
-
Banking Advisor Wealth-3
4 weeks ago
Pretoria, South Africa Rmbwestport Full timeBanking Advisor Wealth-3 page is loaded## Banking Advisor Wealth-3locations : Pretoriatime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 8, Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service...
-
Wealth Manager Pretoria
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeJob 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...
-
Private Wealth Banking Advisor: Grow Portfolios
2 weeks ago
Pretoria, South Africa Wesbank Full timeA 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...
-
Private Wealth Banking Advisor: Grow Portfolios
2 weeks ago
Pretoria, South Africa FirstRand Namibia Limited Full timeA 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...
-
Private Wealth Banking Advisor | Portfolio Growth
11 hours ago
Pretoria, South Africa Spane4All Full timeOverview A financial services firm in Pretoria seeks a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The role involves providing high-quality advice, identifying new opportunities for growth, and ensuring compliance with governance requirements. Ideal candidates will have a RE5 certification and a degree, alongside three years of...
-
Private Wealth Banking Advisor
1 week ago
Pretoria, South Africa Rmbwestport Full timeA 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...
-
Senior Wealth Advisor for High Net Worth Clients
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeA 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....
