Private Wealth Advisor: Client Growth

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 Pretoria is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree, RE5 certification, and three years of sales experience. Responsibilities include identifying opportunities for growth and delivering exceptional service. This is a full-time position...

A 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...

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 relevant...

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 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 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 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...

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 financial institution in Pretoria seeks a Private Wealth Banker to build and maintain client relationships. The successful candidate will manage client portfolios and engage in financial management tasks. Required qualifications include a Bachelor's degree in Business, Commerce, or Management. This role offers a dynamic work environment with opportunities...