139 Client Advisor Jobs - page 7
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Advisor Services Administrator
Gauteng, ZA Review and verify completeness of transfer documentation, including follow-ups on outstanding items Collaborating with the marketing team to communicate onboarding information to clients Request and prepare... Not specified More than 30 days ago -
Hiring a Financial Advisor for our client in Durban Market Related 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 13 days ago
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Top Finance Graduates Wanted! Trainee Financial Advisors for our client Oasis Group Holdings in Cape Town, Johannesburg & Durban Market Related Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa Understand and adhere to Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services (FAIS) Act requirements. ✅ 1-3 years' experience as a Bookkeeper, Junior Accountant,... Market Related 13 days ago
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Risk Consultant - Durban Catch - 1234 Durban, South Africa Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. Communicate and receive confirmation from the STI... More than 30 days ago
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Junior Financial advisor STRUCTURED WEALTH SOLUTIONS (PTY)LTD - City of Cape Town, Western Cape This position as an advisor requires you to be able to source your own clients with great support and guidance from management. The aim is for you to build a great client book of your own and to earn commission... 5000 More than 30 days ago
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Financial Accountant Pele Energy Group - Sandton, Gauteng Manage the preparation and dissemination of compliance reporting to key stakeholders such as senior debt trustees, letter of credit finance providers and covenant compliance reporting. Manage all staff... 29 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 More than 30 days ago
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Data, MI, and Reporting Specialist
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 More than 30 days ago -
Collections Advisor Huntswood - 4001 Umhlanga, South Africa Bring You’re “A” Game – Passion is contagious! Work every day like it’s your first day on the job. A solid background with a minimum 1 year in collections Able to make decisions for themselves and apply... More than 30 days ago
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Business Manager Agric -Commercial Banking Nedbank - National, ZA Generate revenue through proactive cross sell strategies by applying specialised Industry and Banking knowledge, managing key internal stakeholder relationships, and executing identified opportunities... More than 30 days ago
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