Client Advisor Jobs in Claremont

CA Financial Appointments - Claremont

Attain information needed to compile Balance Sheet, Income & Expenditure Statements and relay to Advisor Review current and future allocation of assets for investment strategy in regard to client risk...

from: jobplacements.com - More than 30 days ago

Arvo - Claremont

Ensure regulatory compliance for clients across multiple jurisdictions (South Africa, UK, Brazil, US), specifically in finance and structuring. Oversee corporate governance processes, including company...

from: executiveplacements.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 - 6 days ago

Rory Mackie & Associates - Cape Town

Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Manage...

from: jobplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

Liaise with Client Service and Advisor Liaison Consultants to resolve all instructions if and when required Financial Services experience specifically within Asset Management, Retirement Funds and Unit...

from: executiveplacements.com - More than 30 days ago

The Legends Agency - CapeTown

Maintain accurate and up-to-date financial records for a portfolio of UK-based clients Track workflows and deadlines using Karbon (or similar project management tools) 3+ years of experience in a bookkeeping...

from: jobplacements.com (+1 source) - 13 days ago

Callforce Direct - Cape Town

Actively initiate contact with dormant accounts to reconnect and discuss their past experiences with the company. Partner with colleagues in sales, marketing, and technical support to align strategies...

from: jobplacements.com - More than 30 days ago

Communicate Recruitment - Cape Town

Apply quantitative and qualitative risk rating methodologies across investment portfolios. Engage with external credit market participants, counterparties, and clients . Prepare and present credit/investment...

from: executiveplacements.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

HR Genie - Bellville

Perform general duties to include, but not limited to, copying, mailing and filing of organizational documents and records; Assist advisors with model portfolio switches, mandates and general administration...

from: jobplacements.com - 20 days ago