Senior Private Wealth Advisor for HNW Clients

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...

A financial services firm in Cape Town seeks a banker to join their HNW Team in Stellenbosch. The role involves sourcing and acquiring new clients, articulating the client's Value Proposition, and providing tailored financial advice. Candidates should have a relevant tertiary degree and at least 5 years of experience in private banking. Strong communication...

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...

A leading financial institution in Cape Town is seeking a Private Clients Advisor. This role focuses on delivering exceptional experiences to clients and driving sales growth while providing expert financial advice. Applicants need to have a relevant degree, financial compliance certification, and experience in a financial services environment. Join a team...

DescriptionOverview : The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An understanding of HNW individuals' financial position (personal balance sheet / business structures / family structures) and the ability...

Apply Here: Position Preview Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into: Regional Manager JOB PURPOSE In this role, you’d be required to meet with...