Private Client Banking Advisor — Growth

Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Contribute to a...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and...

A leading banking institution in Umhlanga Rocks is seeking a dedicated financial professional to manage a portfolio of Growth Account clients. The ideal candidate will have 3-5 years of experience in commercial banking, focusing on client relations and risk management. This role offers an opportunity to contribute significantly to client service and...

Company DescriptionElevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on...

A leading banking institution in Umhlanga Rocks is seeking a dedicated financial professional to manage a portfolio of Growth

A financial services firm in Umhlanga Rocks is seeking motivated individuals for the role of Financial Planner. The role involves building strong client relationships and developing tailored financial strategies. Successful candidates will benefit from comprehensive training, mentorship, and uncapped earning potential in a collaborative environment. If you...

A leading wealth management firm in Umhlanga Rocks is seeking a dedicated professional to manage client portfolios and engage with high net worth clients. The ideal candidate has over 5 years of experience in the private wealth industry, excellent communication skills, and a strong ability to multitask in a fast-paced environment. This role offers career...

A leading financial services provider in Umhlanga Rocks seeks an experienced investment manager to develop client portfolios and maintain relationships. Candidates should have at least 5 years in investment management, and knowledge of the Private Client industry is essential. A commitment to diversity and transformation is integral to the company's culture,...

2 days ago Be among the first 25 applicants This range is provided by Growth Resourcing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range ZAR15,000.00/yr - ZAR18,000.00/yr Role Description We are seeking a motivated Senior Sales Consultant to join our growing sales team. The ideal...

A financial services company is seeking a Financial Advisor to provide sound financial guidance to clients. Responsibilities include assessing clients’ financial needs, developing personalized financial plans, and recommending investment products. Ideal candidates will have 120 credits, a valid RE5 certification, and strong sales and negotiation skills....