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Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Money Management principles

• Contribute to the development of larger overall area budget
• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
• Research and design a longer term financial resource requirement plan for the area of responsibility
• Present the business case to motivate for financial resources
• Analyse and develop implementation plans against the forecasted financial budget
• Develop tactical budget for area of responsibility that minimise expenditure and manage costs
• Control the budget for area including the authorisation of expenditures and implementation of financial regulations.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
• Engage in cross-functional relationships to obtain and to provide work support
• Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships.
• Ensure that the customer is at the centre of the business philosophy, operations and ideas.
• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure
• Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement
• Creates risk awareness and manages audit findings
• Participate in Group risk forums where required and cascades relevant information through team
• Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies
• Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions
• Drive strategic projects, change management and platform integration across operations
• Leverage Group capability to exploit opportunities
• Ensure and encourage adherence to an operational framework of policies and procedures
• Execute defined business strategy by translating it into the business operations
• Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
• Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
• Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
• Be aware of, and responsive to local conditions
• Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
• Develop and implement a personal development plan
• Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others
• Share information and empower others to act
• Acts as a role model for continuous professional development in area of expertise
• Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
• Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

12/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial needs and aspirations change.

While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.

Are you someone who can:

• Deliver exceptional experience and education to RMB Private Banking clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Are you interested to take the step? We look forward to engaging with you further. Apply now

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

28/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Money Management principles

• Hello future Private Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can
- Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
- You Will Be an Ideal Candidate If You
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
- Signed off on FAIS categories
- You Will Have Access To
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
- We Can Be a Match If You Are
- Able to build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
- #POST

#FNB

#LI-EM1

We look forward to engaging with you further. Apply now

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

This job is with Diageo, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Job Description
About the role:
Diageo's Reserve business is well-established and highly profitable with a leading position within super premium & above spirits, holding the number one share position globally. Diageo Reserve has an enviable portfolio of luxury whiskies like Brora, Port Ellen as well as collectors' favorites like Prima, Ultima collections. Diageo also possesses an unrivalled collection of brand distilleries and brand homes with strong legacy and heritage. The goal of the Diageo Private Client team is to target, reach and educate private clients on our rare and exceptional portfolio, and at the same time, provide clients with excellent service. Our goal is to build a network of clients, cultivate our clients and make them into our brand advocates/ambassadors.

This position will report to the Head of Reserve for Southern Africa. The Private Client Manager will actively plan and implement commercial strategies to capture new opportunities by targeting (U)HNWI and HNWI for Southern Africa market through building key relationships and extending personalized services and experiences. The Private Client Manager will serve high-net-worth individuals focused on rare, aged whiskies and bespoke experiences. The role requires the candidate to be able to represent the brands to consumers through Ambassadorial duties, event hosting and personal introduction so a reasonably sufficient level of spirits knowledge is expected as well as a solid and adequate commercial aptitude.

Role Responsibilities

• Develop a Private Client strategy/plan and ambition including market segmentation & acquisition and retention plan
• Develops and puts in place an optimized RTC model to best serve Private Clients needs
• Manage the end to end supply process with Diageo Supply chain teams to ensure on-time arrival and launch of chosen SKUs.
• Develops and maintains an offering / portfolio of rare products and exclusive experiences to offer client base
• Engage and develop strong relationships with a select group of HNWIs, Targets acquisitions of HWNI's/UHNW's through strategic partnerships (e.g. with investment banks)
• Organize and host exclusive events and tastings to engage HNWI clients and showcase our luxury brands and experiences.
• Qualifies client leads, conducts discovery meetings to understand objectives and needs & designs custom proposals and manages onboarding
• Achieves KPI's on Diageo Private portfolio's sales target value and operating profit, as well as manages efficient deployment of A&P budget
• Maintains and grows client relationships and provides 24/7 white glove service

Experience / Skills Required

• The ideal candidate will have 5+ years of experience working with luxury brands in the spirits/wine, luxury hospitality or food & beverage industries. The candidate MUST have worked with High-Net-Worth clients, across luxury sales or experiential marketing.
• At least 5 years' experience in Luxury goods sales and client relationship management
• Having personal network of (U)HNWI contacts will be a significant advantage
• Possess Luxury Selling skillset and mindset
• Strong business acumen and also ability to close sales through strong relationships
• Good understanding of luxury industry or private banking industry
• At ease with public speaking and presentation
• Adaptable with high emotional intelligence
• Self-starter and results-oriented
• Good networking, influencing and communication skills
• Fluent in English with proficiency of other language(s) will be an advantage

Diversity Statement
Our purpose is to celebrate life, every day, everywhere. And creating an inclusive culture, where everyone feels valued and that they can belong, is a crucial part of this.

We embrace diversity in the broadest possible sense. This means that you'll be welcomed and celebrated for who you are just by being you. You'll be part of and help build and champion an inclusive culture that celebrates people of different gender, ethnicity, ability, age, sexual orientation, social class, educational backgrounds, experiences, mindsets, and more.

Our ambition is to create the best performing, most trusted and respected consumer products companies in the world. Join us and help transform our business as we take our brands to the next level and build new ones as part of shaping the next generation of celebrations for consumers around the world.

Feel inspired? Then this may be the opportunity for you.

If you require a reasonable adjustment, please ensure that you capture this information when you submit your application.
Worker Type
Fixed Term Contract (Fixed Term)

Primary Location:
Waterfall

Additional Locations :
Cape Town

Job Posting Start Date

Job Description
About the role:
Diageo's Reserve business is well-established and highly profitable with a leading position within super premium & above spirits, holding the number one share position globally. Diageo Reserve has an enviable portfolio of luxury whiskies like Brora, Port Ellen as well as collectors' favorites like Prima, Ultima collections. Diageo also possesses an unrivalled collection of brand distilleries and brand homes with strong legacy and heritage. The goal of the Diageo Private Client team is to target, reach and educate private clients on our rare and exceptional portfolio, and at the same time, provide clients with excellent service. Our goal is to build a network of clients, cultivate our clients and make them into our brand advocates/ambassadors.

This position will report to the Head of Reserve for Southern Africa. The Private Client Manager will actively plan and implement commercial strategies to capture new opportunities by targeting (U)HNWI and HNWI for Southern Africa market through building key relationships and extending personalized services and experiences. The Private Client Manager will serve high-net-worth individuals focused on rare, aged whiskies and bespoke experiences. The role requires the candidate to be able to represent the brands to consumers through Ambassadorial duties, event hosting and personal introduction so a reasonably sufficient level of spirits knowledge is expected as well as a solid and adequate commercial aptitude.

Role Responsibilities

• Develop a Private Client strategy/plan and ambition including market segmentation & acquisition and retention plan
• Develops and puts in place an optimized RTC model to best serve Private Clients needs
• Manage the end to end supply process with Diageo Supply chain teams to ensure on-time arrival and launch of chosen SKUs.
• Develops and maintains an offering / portfolio of rare products and exclusive experiences to offer client base
• Engage and develop strong relationships with a select group of HNWIs, Targets acquisitions of HWNI's/UHNW's through strategic partnerships (e.g. with investment banks)
• Organize and host exclusive events and tastings to engage HNWI clients and showcase our luxury brands and experiences.
• Qualifies client leads, conducts discovery meetings to understand objectives and needs & designs custom proposals and manages onboarding
• Achieves KPI's on Diageo Private portfolio's sales target value and operating profit, as well as manages efficient deployment of A&P budget
• Maintains and grows client relationships and provides 24/7 white glove service

Experience / Skills Required

• The ideal candidate will have 5+ years of experience working with luxury brands in the spirits/wine, luxury hospitality or food & beverage industries. The candidate MUST have worked with High-Net-Worth clients, across luxury sales or experiential marketing.
• At least 5 years' experience in Luxury goods sales and client relationship management
• Having personal network of (U)HNWI contacts will be a significant advantage
• Possess Luxury Selling skillset and mindset
• Strong business acumen and also ability to close sales through strong relationships
• Good understanding of luxury industry or private banking industry
• At ease with public speaking and presentation
• Adaptable with high emotional intelligence
• Self-starter and results-oriented
• Good networking, influencing and communication skills
• Fluent in English with proficiency of other language(s) will be an advantage

Diversity Statement
Our purpose is to celebrate life, every day, everywhere. And creating an inclusive culture, where everyone feels valued and that they can belong, is a crucial part of this.

We embrace diversity in the broadest possible sense. This means that you'll be welcomed and celebrated for who you are just by being you. You'll be part of and help build and champion an inclusive culture that celebrates people of different gender, ethnicity, ability, age, sexual orientation, social class, educational backgrounds, experiences, mindsets, and more.

Our ambition is to create the best performing, most trusted and respected consumer products companies in the world. Join us and help transform our business as we take our brands to the next level and build new ones as part of shaping the next generation of celebrations for consumers around the world.

Feel inspired? Then this may be the opportunity for you.

If you require a reasonable adjustment, please ensure that you capture this information when you submit your application.
Worker Type
Fixed Term Contract (Fixed Term)

Primary Location:
Waterfall

Additional Locations :
Cape Town

Job Posting Start Date

We are seeking a dynamic and experienced Manager to join our expanding team.

In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support their goals in wealth creation and legacy planning.

At Moore, we cultivate a collaborative and supportive culture that values both teamwork and individual excellence. You'll work alongside a skilled team of tax and accounting professionals, engaging with a broad spectrum of clients and contributing meaningfully to their financial success.

Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic Private Clients department and take your career to new heights.

Knowledge, Skills and Abilities

• Understanding of accounting for both listed and unlisted investment portfolios across various asset types
• Strong knowledge of accounting principles, tax legislation, and other relevant acts and standards
• Experience managing independent review (ISRE 2400) and compilation (ISRS 4410) engagements
• Strong knowledge of IFRS for SME's and drafting of annual financial statements in accordance with this accounting framework
• Good understanding of the taxation of trusts
• Strong client relationship skills
• Good problem-solving and strategic thinking skills
• Caseware
• Greatsoft
• Xero

Minimum level of Education/Qualifications and experience required

• B.Com / Honours (Accounting / Financial Accounting)
• PA(SA) / AGA(SA)
• 3 – 5 Years post articles experience
• Experience managing a team

Personal Qualities

• Strong leadership ability
• Strong client and interpersonal relationship management skills
• Ability to thrive in a high-pressure, deadline-driven environment
• Excellent communication abilities
• Capable of working independently and managing priorities effectively
• Demonstrates a strong work ethic
• Organised, systematic, and reliable

Position overview

• Managing a portfolio of clients encompassing the following responsibilites:

• Main point of contact for your clients

• Planning client engagements in accordance with tax and related deadlines
• Managing a team performing the engagements
• Review of engagements performed by the team
• Communicating and presenting financial statements to clients
• Manage tax compliance status of the client portfolio (including Individuals, Companies, Close Corporations and Trusts) in conjunction with a dedicated Tax Compliance Officer
• Liaising with various departments within the company providing a range of services to the client portfolio
• Dealing with queries from SARS and clients
• Liaising with the tax advisory division regarding the implementation of tax structures and ensuring related compliance from an accounting and tax perspective
• Onboarding new clients

We are seeking a dynamic and experienced Manager to join our expanding team.
In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support their goals in wealth creation and legacy planning.

At Moore, we cultivate a collaborative and supportive culture that values both teamwork and individual excellence. You'll work alongside a skilled team of tax and accounting professionals, engaging with a broad spectrum of clients and contributing meaningfully to their financial success.

Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic
Private Clients
department and take your career to new heights.

Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Money Management principles

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us proud of people that make it happen.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Life improvement on lives through simple, effective solutions fulfilling client needs.

Are you someone who can:

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

• Have NQF level 7, FSCA recognized Degree.
• RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - Essential
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking /Investment / Financial Planning / Wealth Management

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Hello future Banking Advisor

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can;

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

You Will Be an Ideal Candidate If You

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

You Will Have Access To

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We Can Be a Match If You Are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

We look forward to engaging with you further. Apply now

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

13/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.