Private Clients Wealth Advisor

A financial services institution in Cape Town seeks a Private Clients Advisor to deliver exceptional client education on wealth creation and financial solutions. The ideal candidate has a recognized degree and 3 to 5 years of relevant experience in banking or wealth management. This role offers uncapped earning potential and opportunities for professional...

A financial services provider in Cape Town is seeking a Private Clients Advisor to enhance client education on wealth creation and retention strategies. The ideal candidate has 3-5 years of experience in financial services, possesses relevant qualifications, and demonstrates a strong ability to build client relationships. This position offers opportunities...

A leading financial institution in Cape Town is seeking a Private Clients Advisor to enhance client experience in wealth creation and financial solutions. The candidate must have an NQF level 7 degree and at least 3 years of experience in a financial service environment. This role offers a chance to build relationships, drive sales, and contribute to client...

A financial services firm in Cape Town is looking for a Private Clients Advisor to deliver exceptional education and service to clients regarding wealth creation strategies. The ideal candidate will have a strong financial background with at least 3 years of experience in a sales environment. This position offers opportunities for networking and uncapped...

Company DescriptionNEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and...

Private Clients Advisor-13 page is loaded## Private Clients Advisor-13locations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 7, 2025 (8 days left to apply)job requisition id: R40208# **Job Description**To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Welcome to FNB, the home of the...

Apply 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...

Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principlesWelcome to FNB, the home of the...

Bring your possibility to life! Define your career with us 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 build...