Client Advisor Jobs in Camps Bay

WMS Secure - Cape Town

A financial advisor's duties include helping clients manage their money, plan for the future, and achieve their financial goals.

from: executiveplacements.com - 10 days ago

Rory Mackie & Associates - Cape Town

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...

from: jobplacements.com - 9 days ago

Rory Mackie & Associates - Cape Town

Managing and controlling any bulk requests for Model Portfolio restructure and rebalances by managing the client’s expectations and monitoring progress of bulk transaction processing This includes managing...

from: jobplacements.com - 16 days ago

RS Consult - Cape Town, Western Cape

Our client is committed to creating meaningful, impactful opportunities for independent contractors to thrive as part of their growing team of EdTech professionals. As an Enrolment Advisor, you’ll play...

from: workable.com - 12 days ago

The Legends Agency - CapeTown

Working knowledge of portfolio management systems, trading systems, and workflow systems is beneficial Minimum of three years' experience in an operational role within the financial services industry Record...

from: jobplacements.com - More than 30 days ago

Hedz recruitment solutions - CapeTown

Excellent interpersonal skills and customer service skills. Min requirements R15 000- R20 000 Basic + Provident Fund + Incentives Monthly

from: jobplacements.com - More than 30 days ago

The Talent Room - Cape Town

Path to Independence – We guide you in becoming an independent broker with broker codes for all major financial houses NQF Qualification up to date or registered to complete Ready to take control of your...

from: executiveplacements.com - More than 30 days ago

MECS Africa - Cape Town

Request, negotiate, and implement renewal terms and alternative quotes Registered as a Short-Term Insurance Representative with FSCA Mandatory Minimum 5 years experience in Personal Lines Short-Term Insurance...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - CapeTown

Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators, Collaborate with internal teams, including tax professionals, legal advisors...

from: jobplacements.com - More than 30 days ago

Isilumko Staffing (JHB) - Rosebank

Liaise with clients, beneficiaries, legal advisors, and tax consultants to address inquiries and provide updates. Maintain up-to-date client records and prepare reports as needed for internal and external...

from: executiveplacements.com - More than 30 days ago