FAIS-Licensed Relationship Banking Advisor

A leading financial institution in Pretoria seeks a FAIS licensed financial adviser to establish professional relationships with clients. Responsibilities include analyzing client needs, presenting appropriate risk and investment solutions, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree in Accounting and...

Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. Job Description Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff). Participate in reciprocal leads activities and sales/pipeline meetings to identify...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...

Empowering Africa's tomorrow, together...one story at a time.With over years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo follow...

Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build client relationships and conduct Financial Needs Analysis. Candidates should have relevant bachelor's degrees, strong sales strategies, and a commitment to professional development. This role requires effective networking and compliance with all applicable...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Pretoria, Menlyn Pretoria To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards...

Business Segment: Personal & Private Banking To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and...

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...

Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 23, 2025 (10 days left to apply)job requisition id: R40946# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...