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 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...

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...

**Legal Advisor** **R1.3m per annum** **Cape Town** Excellent Career Opportunity with a leading Renewable Energy Independent Power Producer for a Legal Advisor. Reporting to the Senior Legal Advisor, you will be responsible for providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred...

Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests.- Achieve net profit growth for business- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions- Manage existing clients and grow...

Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region.- Achieve net profit growth for business- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions- Manage...

Western Cape, CPT - CBD Our client, an integrated energy-independent power producer in Cape Town backed by a well-known financial services company is looking to onboard a **Legal Advisor** who will provide primary support to the Transactions Team. - Bachelor Degree in Law - 4 - 5 years of relevant banking and finance, corporate and project experience - At...

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...

**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...

**Senior Legal Advisor** **Competitive Salary Package** **Cape Town** As a Senior Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred Bidder status to Financial Close and for the Project to be ready to start construction. The role...

**Sales and Service Advisor** - Requisition Number: 137295 - Closing Date: 13 December 2024 - Location - Cape Town - Table View - Job Family - Sales and Service - Career Stream - Sales - Leadership Pipeline - Manage Self: Technical (MST) - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To create great client banking experiences in the smaller branch...

**FINANCIAL ADVISOR - CAPE TOWN** **CORE PURPOSE OF THE JOB** To market and sell the Bank’s Wealth Management Products within the respective region by providing excellent service to customers and adherence to the banks policies and procedures. **MAIN FUNCTIONS OF THE JOB INCLUDE**: - Wealth Management_ - Conducts marketing and sales of the unit trust...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

**Requisition and Specialist Recruiter Information** - REQ 136208 - Thenjiwe Hlatshwayo- Closing Date - 23 October 2024**Cluster and Location** - Total Business Banking and Retail - Consumer Banking- Tyger Valley, Western Cape- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**Client Advisor** **Job...

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...

**Job Title**: Senior Insurance Advisor (Remote for Ireland-Based Company) **Location**: Remote **Company**: Breeze Insurance **About Us**: Breeze Insurance is one of Ireland's most trusted and modern insurance intermediaries, offering a wide range of general, life, mortgage protection, and income protection insurance products. With offices in Dublin and...

**WHAT WE DO** We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts and cutting-edge financial analysis tools, we're on it! Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they...

A vacancy exists for a **Legal Advisor (Enterprise)** to join the Legal Department of the Lesaka Group with a key focus on all legal support required by the Enterprise Division. **Key Responsibilities** The key responsibility of this role is to attend to all legal requirements which stem from the “Lesaka Enterprise Division”. The legal requirements...

**Senior Financial Advisor, W Cape** Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. *** **Main Responsibilities** - Generate business and build a strong book of clients. - Manage a portfolio...