Client Advisor Jobs

The Recruitment Council - Johannesburg

Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions. Identify and refer opportunities across...

from: jobplacements.com - More than 30 days ago

RS Consult - Cape Town, Western Cape

Our client is committed to creating meaningful, impactful opportunities for independent contractors to thrive as part of their growing team of EdTech professionals. As an Enrolment Advisor, you’ll play...

from: workable.com - 14 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 - More than 30 days ago

Nedbank - Johannesburg, ZA

• Manage key stakeholders, understanding their objectives and tailoring solutions to meet their needs. • Excellent communication and presentation skills, with the ability to engage effectively with stakeholders...

from: Nedbank - 4 days ago

iMasFinance Co-operative (Ltd) - 1200 Nelspruit, South Africa

Handle member queries including refunds, claims, premium and policy adjustments, cancellations, and amendments. Deliver outstanding customer service to maintain and enhance policyholder satisfaction and...

from: simplify.hr - 5 days ago

Shorza - 2196 Sandton, South Africa

Please note: If you have not heard back within two weeks of submitting your application, please consider your application unsuccessful. Be part of a supportive, energetic team working with international...

from: simplify.hr - 15 days ago

Ivanhoe Mines - 2191 Sandton, South Africa

To attend various meetings and interact with clients, lenders, investors, financiers, operations contractors, construction contractors, engineers, legal advisors, or government agencies as may be required...

from: simplify.hr - 13 days ago

Hire Resolve - 4001 Durban, South Africa

Researching advice-related matters with financial advisors to be utilized in client reports and records of advice. At least 3 years working experience at a CAT I FSP - investments, long term insurance... R360 000

from: simplify.hr (+1 source) - 15 days ago

Hire Resolve - 6000 Durban, South Africa

Experience with financial planning CRMs (e.g., AtWork, EliteWealth, Xplan) Collaborate with advisors, clients, service providers, and team members Exposure to investments, long-term insurance, employee... R300 000

from: simplify.hr (+1 source) - 18 days ago

Werkie - 0000 Pretoria, South Africa

Met meer as 23 jaar ondervinding in die versekeringsbedryf, is ons maatskappy geregistreer by die FSCA en die Raad van Mediese Skemas. Ons is 'n klein maatskappy wat tans in die proses van uitbreiding... R12 500

from: simplify.hr - 21 days ago