Job DescriptionTo deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and
Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests Hello Future Community Advisor Welcome to FNB, the home of the #changeables. We are a
Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionManages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with
Requisition Details REQ Number:147685 Closing Date :15 September 2026 Location:Polokwane ,Limpopo Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Self: Technical (MST) Job Purpose To uncover, troubleshoot and solve client needs relating to bank
- Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment. *in wealth management precedes you and you meet the above requirements, we would like to In accordance with National
- Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment. *in wealth management precedes you and you meet the above requirements, we would like to In accordance with National
Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Customer Service and Sales Support professional in Polokwane. You will handle inquiries, manage CRM data, and assist with business development while following regulatory and internal
First Rands Private Wealth team seeks a motivated analyst to assist in managing a portfolio of private clients. Youll support Private Bankers with analysis, research and service fulfilment to identify opportunities, expand the client base and grow the
Rmbwestport is seeking candidates with 3 to 5 years of experience in a Sales/Service area within a financial service environment, particularly in wealth management. Applicants must comply with the National Credit Act (NCA) and may be
- Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment. *in wealth management precedes you and you meet the above requirements, we would like to In accordance with National
Old Mutual Limited is seeking a customer-focused professional to perform frontline customer service activities, analyze solutions, and manage CRM data. The role involves receiving visitors, clarifying customer needs, and developing relationships through proactive outreach and networking.
First Rands Private Wealth and Advisory Team is seeking a proactive professional to assist in managing a portfolio of private wealth clients alongside a team of Private Bankers. You will analyse client portfolios, prepare insights and support service
First Rand Limited in South Africa invites applications for a Private Wealth Analyst within its Private Wealth and Advisory Team. The role focuses on analysis, research and sales fulfilment to identify opportunities for banking new clients and
First Rand Limited in South Africa is seeking a Private Wealth Sales/Service professional to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales/service
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
Old Mutual South Africa seeks a customer-focused professional to support service delivery and develop sales opportunities. You will handle routine inquiries, ensure CRM data quality, and assist with visitor reception while following regulatory and internal standards.
Sanlam Life Ltd is seeking a Financial Advisor to provide professional financial advice and planning to new and existing clients in South Africa. The role focuses on growing the adviser business, prospecting for new clients, and maintaining long-term relationships
FNB in South Africa seeks a Private Wealth Associate to proactively manage portfolios with a team of Private Bankers, delivering analysis, research, and sales fulfilment to grow client numbers and assets. You will build stakeholder relationships, support
First Rand’s Wealth Manager role in South Africa’s Private Wealth and Advisory Team requires delivering tailored savings and investment strategies to high-income clients. You’ll build long-term relationships, provide formal financial plans, and ensure adherence to investment philosophy
First Rand Group, through its Private Wealth and Advisory Team, is seeking a Wealth Manager to deliver tailored savings, investments, and estate planning for high-net-worth clients. You’ll drive strategic advice, build long-term relationships, and maintain high standards