Client Advisor Jobs

IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA

Build and maintain strong relationships with clients to understand their financial needs and goals. Analyze financial data and develop strategies to help clients achieve their objectives. At least 2 years... Not specified

from: mrjobs.co.za - 2 days ago

Keen - Cape Town, Western Cape

If you're keen to advance your career, embrace challenges, and redefine what's possible in the digital realm, you might just be the perfect fit for our dynamic team. Join us, and let's unlock the full...

from: workable.com - 7 days ago

RPO Recruitment - Gauteng, ZA (+2 locations)

Monitor and update debtor accounts, ensuring accurate records on M-Files or similar CRM systems. Qualifications: NQF diploma/degree in Finance, Law, or related field (advantageous). Validate payment schedules... Not specified

from: mrjobs.co.za (+2 sources) - More than 30 days ago

AON - Gauteng, ZA

Works with Client Manager/ Business Unit Head or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities. Prepares... Not specified

from: mrjobs.co.za - More than 30 days ago

Hire Resolve - 6665 Pretoria, South Africa

Proficient in MS Office Suite (Word, PowerPoint, Outlook), advanced Excel (pivots, macros, VLOOKUP, concatenate, data cleanup). IF you meet the above requirements and want to make a career-changing move... R504 000

from: simplify.hr (+1 source) - Yesterday

ARVO - Stellenbosch, Western Cape

Stay informed about financial products, market trends, and compliance regulations to assist advisors effectively. Assist in the development and implementation of marketing materials and campaigns to attract... 250,000 - 360,000

from: workable.com - 2 days ago

ARVO - Stellenbosch, Western Cape

Develop and implement personalized financial plans that align with clients' goals and risk tolerance. Maintain detailed records of client interactions and financial plans in compliance with regulatory... 400,000 - 600,000

from: workable.com - 2 days ago

Nedbank - Johannesburg, ZA

Generate revenue through proactive cross sell strategies by applying specialised Industry and Banking knowledge, managing key internal stakeholder relationships, and executing identified opportunities...

from: Nedbank - 2 days ago

Hire Resolve - 0014 Pretoria, South Africa (+1 location)

Generate investment performance graphs, asset allocation reports, risk-return scatterplots, and risk correlation tables Advise Wealth Planners on investment opportunities and tax considerations Perform... R512 000

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

IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA

From the little victories that build up to the big achievements and then accumulate in achieving that ultimate goal. IWCP has a learning, caring and performance culture. We are passionate about personal... Not specified

from: mrjobs.co.za - 9 days ago