Client Advisor Jobs in Durban
Careerline Recruitment - Durban, Western Cape, Kwazulu Natal, Gauteng, South Africa
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis. Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry... Market Related
from: pnet.co.za - 21 days ago
Hire Dynamix - Umhlanga, eThekwini Metropolitan Municipality, KwaZulu-Natal, 4320, South Africa
Knowledge & experience within the automotive industry – desireable Maintain office filing system Duties & Responsibilities: REQUIREMENTS: The post appeared first on .
from: freerecruit.co.za - 23 days ago
Headhunters - Durban, Durban, South Africa
Must be fully authorised as a representative (not under supervision) for FSCA sub-categories: Proven evidence of class of business and product-specific training. Ability to balance strategic thinking with...
from: pnet.co.za - 17 days ago
Careerline Recruitment - Durban, Western Cape, Kwazulu Natal, Gauteng, South Africa
Prepare client files for section 14 transfers (ensure that calculations are correct and that correct information is obtained) Follow up with clients (FICA requirements and confirmation of investment letters)... Market Related
from: pnet.co.za - 21 days ago
Old Mutual Personal Financial Advice - Durban, Kwazulu Natal, South Africa (+1 location)
•Opportunity to benefit from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their clients with •75 - 100% share...
from: pnet.co.za - 24 days ago
Elite Recruitments - Umhlanga, Kwazulu Natal, South Africa
Supporting the department which is made up of Attorneys, Paralegals and Legal Assistants all working together to deliver excellent service Maintaining professionalism and efficiency in all client interactions...
from: pnet.co.za - 14 days ago
Liberty Standard Bank Group - Umhlanga, Ballito, Westville, Kloof, PMB, Kwazulu Natal, South Africa
Flexibility of managing your own business Matric Group Benefits
from: pnet.co.za - 8 days ago
Montana Resourcing - Umhlanga, Kwazulu Natal, South Africa
• Acquire short term insurance leads from the company's financial planning partners and refer to the specialists. On receipt of the client's consent, refer these clients to the STI tele-advisor, book an... 26000
from: pnet.co.za - 16 days ago
Dixie Recruitment - Kloof, Kwazulu Natal, South Africa
At least 3 years in an advisory role with an emphasis on medical aid and gap cover Experience in Outlook (Excel is important), Teams/SharePoint and/or CRM system Driver License
from: pnet.co.za - 17 days ago