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Wealth & Client Advisor

Job in Pretoria, 0002, South Africa
Listing for: Rmbwestport
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
  • Sales
Job Description & How to Apply Below
Position: Wealth Growth & Client Experience Advisor
A leading financial services firm in Pretoria is seeking a Private Wealth Advisor. The role involves delivering exceptional service and education to clients on wealth creation and management principles. Successful candidates will have experience in client relationship management and sales strategy. The advisor will identify opportunities for growth and ensure compliance with banking regulations. This full-time position requires a commitment to enhancing client retention and driving sales targets while maintaining the firm's values.
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