Private Client Advisor

time left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo 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...

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...

Job title : Employment Policy AdvisorJob Location : KwaZulu-Natal, DurbanDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries EMPLOYMENT POLICY ADVISOR Provide support on new and existing conditions of service. Undertaking market research in order to establish trends in the private and public sectors in order to provide cost...

Job title : Private Banker (Pipeline)Job Location : KwaZulu-Natal, DurbanDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryUtilise technology and applied learning in a virtual Omni-channel environment, providing superior and seamless customer experience in an efficient and cost-effective manner, by performing...

Admitted Attorney with 2-5 years post-admission experienceExperience in Civil and/or Commercial Litigation (advantageous)Must reside in DurbanStrong drafting, negotiation, and advocacy skillsAbility to work independently and as part of a teamExcellent communication and client relationship skillsImmediate availability will be an advantageKey...

Absa Group is seeking a Private Wealth Strategist to join its Wealth Advisory team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development of tactical strategy...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They...

Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...

We are seeking a Senior Financial Advisor to join our team at TWK Agri (Pty) Ltd. in the Midlands, KwaZulu-Natal. As a senior advisor, you will be responsible for providing expert advice on long-term insurance solutions and managing client relationships.Responsibilities:Provide expert advice on long-term insurance solutionsManage and maintain client...

Company DescriptionWelcome to Gayede BlueStar, a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa. With strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban, we offer comprehensive financial services tailored for personal and corporate needs. Our commitment to excellence,...

Job Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

We are seeking a talented Investment Advisor to join our team at Oasis. The successful candidate will be responsible for developing and implementing investment strategies for individual and institutional clients.Key ResponsibilitiesConduct thorough research and analysis to identify investment opportunities and risks.Develop and implement customized...

About the RoleWe are looking for a seasoned Banking expert to lead our efforts in implementing and scaling consumer value propositions at a local market level. As a key stakeholder, you will work closely with Private Bankers and branch distribution to develop and deliver innovative solutions.Your experience in managing significant branch banking operations,...

Join to apply for the Financial Advisor - Durban role at Oasis Crescent.Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 07, 2025Core ResponsibilitiesManage and grow a portfolio of clients while providing financial planning advice.Generate leads, set up appointments, meet clients, and close deals.Conduct investment...

Bridge Personnel Concepts - Your Partner in RecruitmentWe understand the importance of finding the right candidate for your organization. Our expertise lies in matching top talent with suitable roles. Job Description: Senior Security AdvisorWe are looking for a seasoned Security Manager to join our client's security team as a Senior Security Advisor. The...

Job RequirementsWe are seeking a highly skilled Wealth Creation Expert to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for creating and implementing wealth creation strategies for high net worth clients. The successful candidate will have a strong understanding of financial markets and products,...

Job SummaryWe are looking for a highly motivated and experienced Professional Advisor to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as driving business growth and development.Main Responsibilities:Business Growth: Assist in growing the Sanlam Adviser Business by being...

Job Description: Financial Advisor – Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role...

Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 06, 2025Job OutputsSelling of life assurance and funeral policiesConducting clients needs analysisFollowing up on leadsServicing new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA...

About the RoleThis is an exciting opportunity for a seasoned Insurance Solutions Advisor to join our team at Headhunters. You will work closely with our clients to provide expert advice on insurance needs and solutions.Key Features:Opportunity to work with a dynamic team.Chance to develop your skills and expertise.Competitive salary and benefits package.In...