Client Advisor Jobs

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 - 15 days ago

HR Genie - Pretoria

In conjunction with the Group Marketing and Sales division and other companies within the WRI cluster and group, maintain existing and develop new products and solutions, as and when required; Oversee...

from: executiveplacements.com (+1 source) - 19 days ago

HR Genie - Bellville

Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Recording of client interaction and updating of client records upon completion of interaction 5+ years experience...

from: jobplacements.com (+1 source) - 17 days ago

Pronel Personnel - Pietermaritzburg

Supporting the implementation and review of internal policies and procedures Assisting in the development and upkeep of standard form legal documents and precedents A proactive approach and willingness...

from: jobplacements.com - 16 days ago

Scholtz Partners International - Centurion, Gauteng

Our client is looking for an experienced Service Advisor to join their dynamic team in Centurion! Customer vehicle reception and handover Invoice discussions and payment processing Apply now if you're...

from: jobslin.com - 3 days ago

HR Genie - Johannesburg

Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor. A well known company within the financial sector is looking for a Experienced Financial...

from: jobplacements.com (+1 source) - 18 days ago

HR Genie - Pretoria

Recognized University Degree (Financial Degree would be advantageous) Keeping abreast with industry trends and legislative issues MINIMUM REQUIREMENTS (NON NEGOTIABLE) Do not have any previous experience...

from: jobplacements.com (+1 source) - 18 days ago

Rooftop Recruitment - Johannesburg

Lead the development and refinement of product pricing models across new and existing non-life insurance offerings. Evaluate and approve new product proposals, ensuring they meet profitability targets...

from: executiveplacements.com - 22 days ago

HR Genie - Bellville

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients...

from: jobplacements.com (+1 source) - 19 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