Client Advisor Jobs in Johannesburg

Global Options - Bedfordview, Gauteng, South Africa

Draft suitability reports and recommendations based on client objectives, risk tolerance, and financial circumstances. Ensure all client interactions and documentation comply with relevant regulations... Negotiable

from: pnet.co.za - 7 days ago

Global Options - Bedfordview, Gauteng, South Africa

As a Financial Advisor, you will be responsible for driving new business through cold calling and cross-selling, as well as providing personalised financial solutions to meet the needs of their clients... Supplementary salary and commission

from: pnet.co.za - 7 days ago

Headhunters - Randburg, Randburg, South Africa

Make proactive calls to prospective students, scheduling interviews to meet daily and weekly targets. National Diploma (NQF7) with 1-2 years sales experience (preferred). Deliver engaging presentations...

from: pnet.co.za - 17 days ago

The Talent Experts - Rosebank, Gauteng, South Africa

Your duties will include new business processing, switches, repurchases, portfolio statements, client queries, maintenance of data on client management systems and providing assistance to existing planners...

from: pnet.co.za (+1 source) - 20 days ago

Headhunters - Roodepoort, Roodepoort, South Africa

Strong interpersonal and communication skills to effectively engage with students, parents and stakeholders. Make proactive calls to prospective students, scheduling interviews to meet daily and weekly...

from: pnet.co.za - 23 days ago

Montana Resourcing - Sandhurst, Gauteng, South Africa

Identifying and developing client opportunities in each Advisors' practice by looking at opportunities in each Advisors client database with the senior BDM. Business development activation and assistance... To Be Negotiated

from: pnet.co.za - 24 days ago

Edge Executive Search - JHB - Northern Suburbs, Johannesburg, South Africa

We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record...

from: pnet.co.za - 24 days ago

Moving Heads Personnel - Midrand, Tshwane Metropolitan, Johannesburg Metropolitan, South Africa

Communicating information regarding instructions, processes and procedures to advisors and clients Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products... Neg

from: pnet.co.za - 25 days ago