Client Advisor Jobs in Bellville

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

Provide client centric administrative support to the Financial / Investment Advisors within the team, including handling of follow-up correspondence with clients, beneficiaries and third-party providers... Undisclosed

from: careerjunction.co.za - 11 days ago

PSS Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions... Market related - dep experience, qual etc.

from: pnet.co.za - 26 days ago

Liberty Standard Bank Group - Cape Town, Western Cape, South Africa

A Liberty Financial Advisor is more than a financial guide—they're a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future. Through insightful advice and... R10000.00

from: pnet.co.za - More than 30 days ago

AtripleA recruitment & temps - Cape Town

Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance. Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance...

from: jobmail.co.za - 20 days ago

PSS Recruitment - Cape Town Region, Western Cape, South Africa

Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained... Undisclosed

from: careerjunction.co.za - 26 days ago

PSS Recruitment - Cape Town Region, Western Cape, South Africa

Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained... Undisclosed

from: careerjunction.co.za - 26 days ago

PSS Recruitment - Cape Town Region, Western Cape, South Africa

Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained... Undisclosed

from: careerjunction.co.za - 26 days ago