Private Wealth Advisor
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. 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. Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking All 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 required by law to disclose it. Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. Closing date: 12/11/25 OMF Financial Consultant(OMF Soweto Dobsonville) Location: Johannesburg, Gauteng, South Africa Referrals increase your chances of interviewing at FNB South Africa by 2x. #J-18808-Ljbffr
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Private Wealth Advisor
4 weeks ago
Johannesburg, South Africa RMB Nigeria Limited Full timePrivate Wealth Advisor page is loaded## Private Wealth Advisorlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 12, 2025 (6 days left to apply)job requisition id: R39833# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation...
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Private Wealth Advisor
2 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly 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. Are you someone who can: -...
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Private Wealth Advisor
7 days ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly 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. Are you someone who can: -...
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Johannesburg, South Africa Nedbank Private Wealth Full timeA leading financial services firm is seeking a Wealth Advisor in Johannesburg. This role involves managing client wealth through advisory processes, ensuring compliance with regulations, and acquiring assets under management. The ideal candidate should possess a degree in commerce or finance, with a minimum of 3-5 years of experience in wealth management....
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Private Wealth Advisor
1 day ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly 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. Are you someone who can: -...
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Wealth Manager
4 days ago
Johannesburg, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth - High Net Worth Location - Nedbank Rivonia Campus 135 Rivonia Road Sandton Closing Date - 3 September 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership...
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Wealth Advisor
2 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeAn Exciting Opportunity for an Experienced Wealth AdvisorA leading financial institution is seeking a highly skilled and passionate Private Wealth Advisor to join its dynamic team of professionals. This role is tailored for a driven individual who thrives on building long-term relationships with high-net-worth clients and delivering bespoke wealth management...
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Private Wealth Advisor
1 week ago
Johannesburg, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Wealth or RMBPB 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 - Identify Local and Offshore fiduciary opportunities...
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Private Wealth Advisor
3 days ago
Johannesburg, South Africa FirstRand Full timeJob Description 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. - Identify Local and Offshore fiduciary opportunities and...
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Private Wealth Manager
3 days ago
Johannesburg, ZA / Cape Town, ZA / Pretoria, ZA Carrick Wealth Full time R500 000 - R2 000 000 per yearApply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...
