147 Client Advisor Jobs - page 5
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Investment Analyst Communicate Recruitment - Cape Town Apply quantitative and qualitative risk rating methodologies across investment portfolios. Engage with external credit market participants, counterparties, and clients . Prepare and present credit/investment... More than 30 days ago
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Financial Planner Administrator Curiska - Johannesburg Compile investment proposals, track new business, withdrawals, and other financial instructions. Assist with general office management and attend client presentations and events. Job Title: Financial Services... More than 30 days ago
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Client Advisor 1 Nedbank - Cape Town, ZA Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms. Keep abreast... More than 30 days ago
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Customer Service & Influencer Support Agent 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... 7 days ago
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Data, MI, and Reporting SpecialistHire 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 Yesterday -
Para-PlannerHire Resolve
0014 Pretoria, South Africa 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 2 days ago -
Financial Advisor Assistant 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 2 days ago
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Financial Advisor 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 2 days ago
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Business Manager: Commercial Banking 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... 2 days ago
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Client Service Advisor 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 More than 30 days ago
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