Private Clients Advisor

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...

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 Hello future Private Banking 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. Now’s the time to...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude...

Job Title: Client AdvisorWe are seeking a highly skilled Client Advisor to join our team at Nedbank. As a Client Advisor, you will be responsible for educating clients on the functionality of self-service digital solutions, while solving for their sales and service needs.Key Responsibilities:Client Engagement: Respond to client needs by offering the right...

**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

**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...

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...

Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic Private Client department and take your career to new heights.We are in search of a motivated and experienced Professional Accountant to join our growing team. You will be responsible for managing a diverse portfolio of private high net worth...

Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic Private Clients department and take your career to new heights.We are in search of a motivated and experienced Professional Accountant to join our growing team. You will be responsible for managing a diverse portfolio of private high net worth...

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...

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...

Job DescriptionAs a Client Liaison Advisor at Conova Recruitment, you will play a crucial role in managing the flow of work items, resolving rejections, and maintaining relationships with internal and external stakeholders.Key Responsibilities:Work Item Management: Manage the flow of work items, including instructions, queries, and requests, to ensure timely...

Posting Description: **Client Service Advisor** Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic...

RPO Recruitment is seeking a skilled and experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment advice. You will assess their financial goals and objectives, analyze their current financial situation, and develop customized financial strategies to...

**Client Advisor** - Requisition number: 135916- Location: Western Cape - Grand Central- Closing date: 20 September 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 digital solutions, whilst...

**Client Advisor** - Requsition Number 135690- Closing Date;03 September 2024- Location: SeaPoint- 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 digital solutions, whilst solving for their sales...