Private Clients Advisor

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 Private Advisor Welcome to...

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 Private 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 can: -...

Job Description To deliver exceptional experience and education to Private Wealth 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 Private Wealth Advisor - Durban Welcome to FNB,...

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. Role Purpose To...

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

Job Description To deliver exceptional experience and education to Private Wealth 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 Private Advisor Welcome to FNB, the home of the...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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 Private Wealth Clients with a team of Private 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 -...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior 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...

Posting Description: **Client Services Advisor** Do you have an insurance qualification? Do you have excellent knowledge of policy wordings? Read on! Aon South Africa is hiring a Claims Service Advisor, this is a hybrid role with the flexibility to work both virtually and from our Durban Office. The role of the Client Service Advisor is to work closely...

Job Title: Financial Services Manager for Private Wealth ClientsDescriptionThe successful candidate will be responsible for managing a portfolio of Private Wealth Clients, providing analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing a portfolio of existing clients.Key ResponsibilitiesTo assist in...

Posting Description: **Client Relationship Advisor - Durban** Aon South Africa is recruiting a Client Relationship Advisor (CRA) in our Commercial department, based on a hybrid basis at our head offices in Durban. The purpose of the role is to maintain, retain and service clients in the SMME-environment, by improving day to day client relationships...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers 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...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

**Job Title: Patient Engagement & Sales Advisor** **About Our Company**: Join our prestigious UK-based dental practice, known for an extensive array of services including dental treatments, private care, and cosmetic options. With a reputation for high-quality care and outstanding patient experiences, we are excited to expand our team. We're currently...

At Old Mutual, we are seeking a highly motivated Financial Advisor to join our team in Pietermaritzburg. As a key player in our sales and client services division, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term goals and aspirations.We offer a competitive base salary of R200,000 per annum,...

**Student Advisor (JB3643)**: Pinetown, Durban, Kwa Zulu Natal - Customer Service **Student Advisor (JB3643)** **Durban** **Competitive, Market Related** We are seeking a highly motivated and customer-focused Student Advisor/ Contact Centre Agent to join our team in Durban. As a Student Advisor/Contact Centre Agent, your primary responsibility will be...