Private Banking Advisor

Job 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. Hello...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and 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...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and 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...

Job 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 Hello...

Job Description Hello future Banking Advisor (RMB) Welcome to the home of the changeable. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up...

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. Hello future Affluent Client...

Job Description Hello future Private Clients 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...

**Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

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 FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research...

Western Cape, CPT - Eastern Suburbs - Annually Cost To Company (Market related) To all Seniors with excellent achievements, and highly motivated and experienced Private bankers to join the team and contribute to the growth and success of our private banking division. - For more information please contact: - Tumelo Morake

**Client Advisor Consumer&Private Clients** - Requisition number: 136837- Location: Western Cape - Mitchells Plain- Closing date: 15 November 2024- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**Job Purpose** - Educate clients on the functionality of self-service...

Career Opportunity at Set ConsultingR1.8 million per annum salary package, with performance-based bonus potential.Job DescriptionWe are seeking an experienced Investment Principal to join our team and drive our Project Finance and Private Equity transactions.Key Performance AreasEffectively originate and win businessParticipate in proposal development and...

About the RoleIn this challenging and rewarding position, you will leverage your expertise in infrastructure, investment banking, and private equity to drive business growth. Your strong network and relationships with clients, investors, and banks will enable you to identify viable investments and lead high-performing project teams.You will work closely with...

**Overview**: This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines. **Responsibilities**: - Conducting analysis of the client’s financial affairs (including a Risk inventory),...

Rory Mackie & Associates, a leading Private Bank and Wealth Manager, is seeking a dynamic Junior Financial Advisor to join their team. This exciting opportunity will see you working closely with senior advisors to provide top-notch financial advice to high net worth clients.Responsibilities:You will be responsible for assisting senior advisors in providing...

**INVESTMENT ASSOCIATE (Private Equity | Renewables / Energy / Infrastructure) Southern Suburbs, Cape Town** **Competitive Package on Offer!** **Our Client, a Global Private Equity firm is currently **seeking an Investment Associate to support their activities in Africa. With your strong financial modelling, project finance and process management skills...

Oranjezicht, Cape Town - Accounting/Finance** Paraplanner | Assistant to Investment Advisor (JB1681)** Oranjezicht, Cape Town R20 - 30 000 per month Cost to Company Annual incentives Duration: Permanent Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an...

Empowering Africa’s tomorrow, together one story at a time. - 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...

**Job Classification** - Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most...

Senior Operations Manager (Private Equity) R1.3m (Neg) plus bonus Cape Town Superb career opportunity with leading investment group. Work as part of this high performing team in the international private equity space who makeprimary and secondary private equity investments in buyout, growth and venture capital funds across the USA, Europe and Asia. Key...