Client Advisor Jobs in KwaZulu Natal

Job Crystal - Durban, KZN, South Africa

To be successful as an Advisor, the Financial Advisor should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should...

from: pnet.co.za - 12 days ago

Careerline Recruitment - Durban, Kwazulu Natal, South Africa

Maintain and update client records using CRM systems (e.g., Xplan, Elite Wealth, or local equivalents). Matric (required); relevant tertiary qualification in finance, business, or administration (advantageous)...

from: pnet.co.za - 20 days ago

Armstrong Appointments - Morningside, Durban, Kwazulu Natal, South Africa

• Assisting with research, investigations, information gathering and setting up advice and administration processes for the business • Working closely with our financial advisors and administration manager... R15 – R30 000 CTC pm

from: pnet.co.za - 17 days ago

Pro Talent - Kloof, Kwazulu Natal, South Africa

Ensure seamless client onboarding and manage all client documentation. Administer client portfolio transitions, ensuring all changes and fees are processed efficiently. Prepare review packs and quotes... R7,000 – R15,000

from: pnet.co.za - 17 days ago

RPO Recruitment - Durban, South Africa

With over 12 years of experience in the recruitment industry, RPO has access to many high-caliber candidates across various industries, all accessible through our highly trained and specialised recruiters...

from: pnet.co.za - 19 days ago