572 High Net Worth Clients jobs in South Africa

Santam Claims has a position available for a Non-Motor Desktop Assessing Manager: HNW, within Tailored Claims Solution, based in Hill on Empire, Parktown.

We are seeking a Non-Motor Desktop Claims Manager to lead a team of Non-Motor Desktop Assessors, with a dedicated focus on delivering exceptional service to High-Net-Worth (HNW) clients. The successful candidate will be responsible for managing costs, monitoring performance targets, and ensuring compliance with service level agreements tailored to the expectations of HNW clientele. This role requires a strong emphasis on client satisfaction, precision, and discretion. The manager will also be responsible for developing, coaching, and motivating staff to ensure they fully understand and consistently deliver on the elevated standards required for servicing HNW claims.

Claims Oversight & Technical Guidance
• Oversee the validation of non-motor claims post-registration, including adjustment and quantification of damages.
• Provide expert advice on settlement options to ensure indemnification aligns with Santam’s policies and procedures.
• Ensure high standards of client care throughout the claim lifecycle, addressing complaints promptly and professionally.

Client Experience & Service Excellence
• Champion a client-centric culture by managing overall service delivery and ensuring consistent, high-quality client interactions.
• Resolve escalated client issues and complaints amicably, maintaining Santam’s reputation for excellence.

People Leadership & Development
• Lead, coach, and develop a high-performing team of claims professionals.
• Promote best practices in people management, including performance management, talent development, and succession planning.
• Manage performance-related issues and disciplinary matters in line with HR policies.

Operational & Process Management
• Drive operational efficiency by managing workflows, resources, and service levels within the desktop claims environment.
• Ensure all operational challenges are promptly analyzed and resolved to minimize disruption.
• Support the implementation of new initiatives and projects to enhance claims operations.

Strategic Planning & Resource Optimization
• Set clear goals and align team efforts to achieve strategic objectives.
• Optimize the use of people, financial resources, and technology to deliver on business goals.

• Relevant Bachelor's degree or equivalent
• Must have Insurance Related Qualification
• 5-10 Years short-term insurance experience, at least 5 years in non-motor claims assessment, with 5+ years in a managerial role.
• Proven experience managing claims portfolios for high-net-worth and ultra-HNW clients.
• Strong track record of broker engagement and relationship management at senior levels.
• Knowledge of regulatory requirements (FAIS, FSCA, POPIA).
• Excellent communication, negotiation, and presentation skills.
• High emotional intelligence, discretion, and integrity.
• MS Office suite (intermediate – advance level)

• Claims and underwriting knowledge
• Leadership skills
• Interpersonal skills
• Ability to work with high volumes while maintaining and delivering exceptional service.
• Negotiation and conflict resolution skills.
• Lead, inspire, and motivate a team to achieve operational and business objectives by creating an inclusive and innovative culture where each individual feels valued and thrives.
• Other desired skills include: planning/organizing work, communication (verbal, written, presentation, etc.), financial and technological acumen, and agility

• Driving Strategy
• Commercial Orientation
• Client Focus
• Decision Making
• Enabling Innovation
• Change Leadership
• Continues Learning
• Talent-Focused Leadership
• Talent Enablement
• Emotional Intelligence

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

Job Title : External Banker High Net Worth (Private Banking)

Location : Stellenbosch Winelands

Division : Private Banking High Net Worth International Team

Type : Full-Time On-site with client-facing flexibility

CTC : R1.2M performance-based bonuses

Whats on Offer :

CTC : R1.2M with strong bonus incentives

Comprehensive benefits : medical aid pension and life insurance

Client-facing autonomy with a strong support network and internal referral structures

Opportunity to work with a market-leading private bank in a high-impact and influential role

Base location in Stellenbosch with scope for local and international networking

Cultural Fit :

We are looking for intelligent energetic professionals with a natural flair for client relationships. You should thrive in high-performance environments enjoy working autonomously and have a strong sense of professionalism. A dynamic well-spoken and polished individual with a suited and booted appearance and spark in personality will excel in this role.

About the Role :

An exciting opportunity exists for an experienced External Banker to join the High Net Worth International team within a prestigious Private Bank based in Stellenbosch Winelands . The role focuses on relationship management and acquisition of high-net-worth (HNW) clients requiring the ability to understand complex personal and family financial structures and to articulate and deliver the Private Banks value proposition .

This role is ideal for candidates with strong deal structuring experience an in-depth understanding of wealth management and a natural ability to build trust and long-term client relationships. The successful candidate will work closely with internal investment wealth and specialist banking teams as well as collaborate with international geographies for cross-border client solutions.

Key Responsibilities :

Manage and grow a portfolio of high-net-worth clients focusing on retention and referral-based acquisition

Build tailored banking solutions through an understanding of client balance sheets business and family structures

Collaborate with internal teams across wealth lending and investment to deliver integrated financial offerings

Connect clients with international banking divisions and leverage cross-border expertise

Maintain compliance with regulatory and ethical standards in all client interactions

Proactively identify new opportunities for structured lending wealth management and property finance

Ideal Candidate Profile :

Experienced Private Banker with deep client-facing exposure OR

Qualified Chartered Accountant (CA(SA)) CFA MBA or CIMA with 56 years in financial services

Proven ability to network influence and deliver client-centric solutions

Understanding of deal structuring offshore investment and complex financial arrangements

Comfortable working with high-profile high-value clients in a fast-paced results-oriented environment

Collaborative confident and skilled in cross-functional relationship-building

Skills & Competencies Required :

Deal Structuring & Financial Planning

Client Acquisition & Relationship Management

Wealth Management & Structured Lending

Strong marketing and cross-selling abilities

Excellent communication and presentation skills

High levels of analytical commercial and quantitative acumen

Naturally sociable polished and professional in client engagements

Qualifications :

Tertiary Degree in Accounting Finance or a related field (CA(SA) MBA CFA or CIMA preferred)

Minimum 56 years experience in financial services or private banking

If you are driven strategic and passionate about working with high-net-worth individualsand youre ready for a new challenge in private banking wed love to hear from you.

Key Skills

Bidding,Electrical Installation,Food Technology,Customer Service,Customer Care Service

Employment Type : Full-Time

Experience : years

Vacancy : 1

Business Segment: Personal & Private Banking

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce

Experience Required
Affluent Clients
Personal and Private Banking

• 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
• The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
• Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
• Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Taking Action
• Thinking Positively
• Upholding Standards
• Banking Process & Procedures
• Commercial Acumen

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Business Segment: Personal & Private Banking

Location: ZA, Gauteng, Johannesburg, Pretoria

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Type of Qualification: First Degree (NQF7) and RE
Field of Study: Business Commerce

Experience Required
Affluent Clients
Personal and Private Banking

• 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
• Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
• Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
• Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Taking Action
• Thinking Positively
• Upholding Standards
• Banking Process & Procedures
• Commercial Acumen

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Business Segment: Personal & Private Banking

To support the Senior Leaders and their teams by providing business administrative support, secretarial functions, SharePoint permissions, procurement, travel management, resource schedule management, meeting and workshop coordination, compiling Exco reporting dashboards and related activities.

Type of Qualification: Secondary/High school/A levels/Matric
Field of Study: Not applicable

Experience Required
Secretarial Services
Business Support
3-4 years

• Compile and distribute Exco reporting dashboards to ensure effective decision-making and actioning.
• Liaise with Bank approved travel agencies to provide assistance to the leadership team for travel arrangements.
• Provide proactive diary management of the managers in the team by reviewing diary requests on a continuous basis to determine which meetings should be accepted, delegated or declined.
• Oversee the functioning of the team's working space by liaising with the facilities management team to arrange improvements or repairs as well as to ensure the team's office requirements are met during any relocation.
• Take minutes of meetings on request and ensure the minutes are approved by the meeting chair and distributed to the relevant stakeholders within the agreed time period.

Head, Central Finance, Personal & Private Banking

Job Overview

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, 30 Baker Street

To provide consolidated Management Information, financial reporting and detailed insights for PPB Group holistically that is relevant, incisive and timeous in order to optimise strategic decision making. Lead and drive the development of the necessary material needed for external result presentations and analyst meetings and prepare responses to analysts' queries as well as interactions with Investor Relations. Lead the consolidation and reporting of PPB Group holistic budgets, revised estimates and rolling forecasts.Lead and drive the PPB Group narrative development for all internal and external business positioning, including analyst and investor engagements and Board discussions. Develop, drive and lead the change plan, including innovation, optimization, and change management across the continent for PPB Finance.

Qualifications

Qualification:

• Post Graduate Degree in Finance and Accounting

Experience Required:

• More than 10 yearsunderstanding of the end-to-end Financial Value Chain in Financial Services, specifically Retail Banking
• Experience in consolidating large business reports and planning management information with detailed analysis and insights to direct strategic decision making on C-Suite level.
• The role requires previous experience in heading up a finance team and delivering key MIS to business unit.
• Experience and capability to lead and drive change management in a finance department or business unit
• Management Accounting reporting experience.
• Broad understanding of a business environment.
• Knowledge of financial analysis techniques.
• Construct, read and interpret financial statements.
• Computer literacy in well-known applications.
• Experience of industry key ratio comparatives.

Head, Central Finance, Personal & Private Banking

Job Overview

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, 30 Baker Street

To provide consolidated Management Information, financial reporting and detailed insights for PPB Group holistically that is relevant, incisive and timeous in order to optimise strategic decision making. Lead and drive the development of the necessary material needed for external result presentations and analyst meetings and prepare responses to analysts' queries as well as interactions with Investor Relations. Lead the consolidation and reporting of PPB Group holistic budgets, revised estimates and rolling forecasts.Lead and drive the PPB Group narrative development for all internal and external business positioning, including analyst and investor engagements and Board discussions. Develop, drive and lead the change plan, including innovation, optimization, and change management across the continent for PPB Finance.

Qualifications

Qualification:

• Post Graduate Degree in Finance and Accounting

Experience Required:

• More than 10 yearsunderstanding of the end-to-end Financial Value Chain in Financial Services, specifically Retail Banking
• Experience in consolidating large business reports and planning management information with detailed analysis and insights to direct strategic decision making on C-Suite level.
• The role requires previous experience in heading up a finance team and delivering key MIS to business unit.
• Experience and capability to lead and drive change management in a finance department or business unit
• Management Accounting reporting experience.
• Broad understanding of a business environment.
• Knowledge of financial analysis techniques.
• Construct, read and interpret financial statements.
• Computer literacy in well-known applications.
• Experience of industry key ratio comparatives.

Partner, Learning, People & Culture, Personal & Private Banking

Job Overview

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, Baker Street 30

To enable a positive workforce experience for Group CoEs or designated business unit/corporate function/geography, by solutioning to address requirements. To partner with relevant stakeholders, driving efficiencies and commercial viability across design, development and delivery of learning experiences within Personal & Private Banking. To understand strategy and shifts in CoE practice, implementing end-to-end solutions, prioritising and aligning CoE initiatives implemented, to address needs.

Qualifications

Minimum qualifications:
Degree in Social Science or equivalent.

Experience required:
• Minimum of 8-10 years demonstrated workplace experience in Learning.
• Prior experience in adopting learning innovation tools to curate pioneering, digitally enabled and integrated learning solutions.
• Experience in analysing trends in local and international digital innovation, and preparation of analytics and metrics using insights to support the forecasting of future changes in CoE practices, processes, and solutions.
• Must have experience focusing on partnering with business stakeholders, taking a commercial approach, using data & insights.
• Experience within a multinational company working with and influencing senior management teams on Learning matters in a complex environment.
• Track record of successfully implementing integrated, effective Learning solutions in support of business specific objectives & driving for a sustainable performance in the businesses.