Current jobs related to Personal Financial Advisor - Cape Town, Western Cape - Standard Bank Group

  • Personal Financial Advisor Expert

    6 days ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job Description:Cross Wealth Financial Services is seeking a skilled Personal Financial Advisor Expert to provide financial planning and advice to our clients. The ideal candidate will have a deep understanding of financial markets and a strong ability to analyze complex financial data. Key responsibilities include:- Developing and implementing personalized...

  • Personalized Investment Advisor

    4 days ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    We are seeking a Personalized Investment Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for developing and implementing personalized investment strategies tailored to clients' unique needs and objectives.Key responsibilities include:Developing and implementing personalized...

  • Financial Planner

    7 days ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Introduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, were not just offering a job; were offering a journey into the world of Wealth Management thats as rewarding as it is transformative. If you have a powerful track record in sales, thrive on...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

  • Personal Financial Advisor

    4 days ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Key ResponsibilitiesAssist in growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.Network, prospect, and generate leads through face-to-face interactions, social or business networks, associations, or ad hoc presentations.Conduct...

  • Personal Finance Advisor Professional

    5 days ago

    Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

    We are seeking a personal finance advisor professional to join our team at Old Mutual South Africa. As a key member of our staff, you will be responsible for championing our valued customers to achieve their lifetime goals.The role involves working closely with stakeholders, building strong networks, and ensuring accountability and decision quality. Our...

  • Junior Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Junior Financial AdvisorReporting To: Regional HeadPurpose of the Job:The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a...

  • Financial Support Advisor

    2 days ago

    Cape Town, Western Cape, South Africa Capita Full time

    Role OverviewWe are seeking a Financial Support Advisor to join our team, providing expert guidance and support to customers struggling with debt. As a key member of our collections team, you will work closely with customers to develop personalized solutions to help them manage their finances.Key AccountabilitiesDeliver exceptional customer service,...

  • Personal Lines Insurance Advisor

    6 days ago

    Cape Town, Western Cape, South Africa Indwe Risk Services Full time

    About the JobWe are seeking a skilled and experienced Personal Lines Insurance Advisor to join our team at Indwe Risk Services. As an Advisor: Sales and Service, you will be responsible for providing a rewarding service experience and appropriate risk solutions at all touch points within the Advisory Division.Your key responsibilities will include developing...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa EQ-FIN Full time

    Consider a career as an EQ-FIN Financial Advisor At EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, and...

  • Professional Sanlam Financial Advisor

    20 hours ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Sanlam Limited is seeking a highly skilled and experienced Professional Sanlam Financial Advisor to join our team. As a key member of our advisory group, you will be responsible for providing top-notch financial planning and advisory services to clients across various demographics.Core Competencies:Fundamental knowledge of financial markets, instruments, and...

  • Financial Planner Specialist

    4 days ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Company OverviewOrigin Financial Group is a leading player in the South African market, specializing in customized financial solutions and advice. We pride ourselves on helping our financial advisors realize their worth and attribute our growth and performance to our incredible partners and market-leading value proposition.We present a significant...

  • Senior Financial Advisor

    4 days ago

    Cape Town, Western Cape, South Africa The Legends Agency Full time

    Senior Financial Advisor PositionWe are seeking an experienced Senior Financial Advisor to join our team at The Legends Agency.The successful candidate will be responsible for providing financial guidance and support to our clients, preparing financial reports, and managing financial data.Key Responsibilities:Financial Reporting: Prepare financial reports,...

  • Financial Advisor Cape Town

    6 days ago

    Cape Town, Western Cape, South Africa Sheldon Recruitment Full time

    We are seeking a skilled Financial Advisor to join our team in Peninsula, Western Cape. As a Financial Advisor, you will be responsible for providing expert advice on investment strategies and financial planning.You will work closely with clients to understand their financial goals and develop tailored solutions to achieve them.Responsibilities:Providing...

  • Aspiring Financial Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job title : Aspiring Financial Advisor (Bellville)Job Location : Western Cape, BellvilleDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Associate Financial Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor - Cape TownJob Location : Western Cape, Cape TownDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Associate Financial Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor (Claremont)Job Location : Western Cape, Cape TownDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Associate Financial Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor (Cape Town)Job Location : Western Cape, Cape TownDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Senior Financial Advisor

    6 days ago

    Cape Town, Western Cape, South Africa Headhunters Full time

    Established Financial Advisor – Risk or AUM FocusDescription:We are seeking a skilled Financial Advisor to join our team as a Risk or AUM Focus. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients.Key Responsibilities:Evaluate clients' financial situations and develop tailored financial...

Personal Financial Advisor

1 week ago

Cape Town, Western Cape, South Africa Standard Bank Group Full time

We are seeking a highly motivated and experienced Relationship Banker to join our team.

This role involves building and maintaining strong relationships with clients, identifying opportunities for growth and improvement, and delivering tailored solutions that meet their needs.

The successful candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a fast-paced environment.


Requirements:

  • Fais-aligned degree in business commerce (NQF7 or higher)

Key Skills:

  • Proven sales track record with 5-7 years of experience in personal and private banking
  • Strong expertise in financial analysis, risk assessment, and investment products
  • Excellent customer relationship management skills

As a Relationship Banker at Standard Bank Group, you will have the opportunity to work with a diverse range of clients and help them achieve their financial goals. You will be part of a dynamic team that is passionate about delivering exceptional client experiences and driving business growth.

We are committed to fostering a culture of innovation and excellence, and we are always looking for talented individuals who share our values and are eager to make a difference.