Client Advisor Jobs

Rory Mackie & Associates - Somerset West, Somerset West, 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... CTC - Monthly

from: pnet.co.za - 9 days ago

Unique Personnel - Stellenbosch, Liechtenstein, South Africa

Communicate effectively between clients, prospects and advisors, in particular, relaying all relevant offers and responses to those concerned Generate indicative offers and demonstrate the ability to utilise...

from: pnet.co.za - 13 days ago

Dante Group Pty Ltd - Queenstown, Queenstown, South Africa

If you do not hear from us within 5 days, please accept that your application was unsuccessful Computer literate – proficient in MS Office (Word, Excel, Outlook) Matric / Grade 12 certificate Valid driver's...

from: pnet.co.za - 19 days ago

PSS Recruitment - Cape Town, Western Cape, South Africa

- Processing of departmental filing pertaining to fixed deposit and bank confirmations of daily deals - Manage any enhancements necessary on the Fortress Custody System i.e.Liaising with STT IT team. ... Market related

from: pnet.co.za - 12 days ago

SPC Management Service Solutions - Kuils River, Western Cape, South Africa

Open and close repair orders and ensure all documentation is complete and accurate. Monitor the progress of work to ensure timely delivery. Maintain records and service history. Communicate clearly with...

from: pnet.co.za - 20 days ago

Boardroom Appointments - CPT - CBD, Cape Town Western Cape, South Africa

Build long-term relationships with clients through professional service and periodic reviews Assess client needs and offer suitable commercial insurance and financial solutions Strong knowledge of commercial...

from: pnet.co.za (+1 source) - 13 days ago

Accensis Inc - Durban, Kwazulu Natal, South Africa

Market related - Deductions included in CTC are CAMAF medical aid, Old Mutual Pension fund and Old Mutual life/funeral cover. Performance bonus over and above CTC. Assess and fulfil staffing requirements... Negotiable

from: pnet.co.za - 14 days ago

One Stop HR Solutions - Umhlanga, Kwazulu Natal, Durban, South Africa

Candidates must have prior experience in wealth management, financial planning, or investment administration. Dealing with client queries and monitor client transactions Related Tertiary Qualification... 14 000

from: pnet.co.za - 15 days ago

Lamia Consultants - Mugrave, Kwazulu Natal, South Africa

Researching financial products (e.g., investments, pensions, insurance). Ensuring documentation complies with financial regulations and internal policies. Studying for required financial certifications... Commission based

from: pnet.co.za - 16 days ago

Flink Recruit Pretoria - pretoria & Johannesburg, Gauteng, South Africa

Daily Payouts: Commission paid daily, with 70% released upfront and 30% retained for tax and deductions. Business Infrastructure: Office space, technology, indemnity cover, and compliance support provided... In Advert

from: pnet.co.za - 20 days ago