Location
bellville
Posted
June 12, 2026
Commute
Local Area
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Job Description
## Private Wealth AdvisorApplylocations: Bellvilletime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 15, 2026 (17 days left to apply)job requisition id: R50076# **Job Description**To 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 strengthen long-term client retention and entrenchment.**Are you someone who can:*** Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.* Identify and utilise opportunities for revenue growth to deliver on sales targets.* Provide appropriate banking and financial solutions across an allocated portfolio of clients.* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy...