Client Advisor Jobs in Cape Town

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Portfolio Administrator  

Hire Resolve - 7439 Bellville, South Africa (+1 location)

Hire Resolve's client, a well-established financial planning firm, is seeking a detail-oriented and organized Portfolio Administrator to join their team in Cape Town. This role plays a key part in supporting... R300 000

from: simplify.hr (+2 sources) - 14 days ago

APPOINTMENT SETTER /DIALER  

SDC - Cape Town, City of Cape Town, Western Cape, 8001, South Africa

Our client is looking for an outgoing, confident and highly motivated individual to make outbound calls to generate appointments for a financial advisor . You need to make at least 2-3 confirmed appointments...

from: freerecruit.co.za - 27 days ago

Para-Planner - Bellville Competitive Package  

GSI Talent Solutions Pty Ltd - Bellville, Western Cape, South Africa

GSI Talent Solutions is recruiting on behalf of a dynamic wealth management firm in Bellville . We're looking for a detail-oriented and client-focused Para-Planner to support Wealth Planners, Financial... Competitive Package

from: pnet.co.za - 8 days ago

Business Solutions Advisor (Insurance Industry)  

Finding Personnel - Cape Town

Our client is seeking a dynamic and driven business solutions advisor to join their innovative and fast-paced team. This role is geared towards individuals with a go-getter attitude, exceptional problem...

from: bizcommunity.com - 22 days ago

Client Relationship Manager - Somerset West  

Catch - n/a Somerset West, South Africa

Preparation of all review packs / documents for Portfolio Manager(s) to engage with client(s) as agreed per terms of engagement. This includes the preparation of all profiles, meeting notes, valuations...

from: simplify.hr - More than 30 days ago

Financial Planner  

Cross Wealth Financial Services - Cape Town, Western Cape

The Personal Financial Advisor will be responsible for providing financial planning, personal towards their financial goals.

from: jobslin.com - More than 30 days ago

Business Development Manager - Discretionary Fund Manager Neg  

BA Personnel - Cape Town / George, Western Cape, South Africa

As specialists in our field, BA Personnel boasts extensive expertise in matching exceptional talent with niche and specialized roles, spanning national and global markets. Our reputation is built on attracting... Neg

from: pnet.co.za - 7 days ago

Student Advisor (Undergraduate) - Cape Town - Southern Suburbs  

Headhunters - CPT - Southern Suburbs, Cape Town Western Cape, South Africa

Our client, a national institution, is seeking to appoint a dynamic Student Advisor (Under-graduate) to their Cape Town (Southern Suburbs Campus) based sales team. Deliver engaging presentations at targeted...

from: pnet.co.za - 15 days ago

Salaried Financial Advisor  

Zeal HR - Kenilworth, Western Cape, South Africa

We are looking for a Salaried Financial Advisor to join our team! As a Sales Advisor, you will provide advice and sell on a specific range of products to a specific allocated market and are individually... Undisclosed

from: careerjunction.co.za - 9 days ago

Junior Student Advisor - Cape Town CBD  

Headhunters - CPT - CBD, Cape Town Western Cape, South Africa

Our client, a national institution, is seeking to appoint a dynamic Junior Student Advisor to their Cape Town (CBD area) based sales team. Conduct interviews adhering to the script while building rapport...

from: pnet.co.za - 15 days ago


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