37 Client Advisor Jobs in Sandton
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Wealth and Investment Specialist (Paraplanner) HR Genie - Sandton Uploading client financial information onto software systems and preparing financial scenarios for planner use Bring your energy, savvy, and passion for all things finance and lets take your career to... 6 days ago
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Wealth Banker (Family Office) ABSA - Sandton, Johannesburg Ward 103, Sandton, City of Johannesburg Metropolitan Municipality, Gauteng, 1865, South Africa New Business Origination within Family Office segment: Devise short term tactical plans to meet annual budget and targets up to a 12 month timeframe. Identify, develop and source new Ultra High Net Worth/Family... 12 days ago
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Account Executive Turn 1 Ins Brokers (Pty) Ltd Insurance Zone - Sandton, Gauteng, South Africa Ensure timely renewals, endorsements, cancellations, and policy changes. Help clients understand insurance terms, coverage limits, and exclusions. Coordinate internally (e.g., claims, endorsements, compliance)... 8 days ago
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Administrator Trust Quest Staffing Solutions - Sandton, Sandton, South Africa Attend to the setting up of new Trusts in terms of on boarding workflows and continuous updating of information on iTrust and Customer 1st once Letters of Authority are received, adding all related parties... 13 days ago
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Customer Manager_JHB Pro Tem Recruitment - Johannesburg · Drive new business development and secure listings within Independent Trade (Makro, Boxer, Masscash, Cash & Carry, Buying Groups including Distributors) for S0 & Non-Scheduled Front shop. · Extensive... 19 days ago
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ParaPlanner with some BDM Support experience_ Financial Services Industry R25000 Career Lab Pty Ltd - sandhurst, Gauteng, South Africa Appropriate tertiary qualification (Bachelor's Degree in Commerce, Financial planning, Finance, Preferred 1-3 years' experience in the Financial Services Industry. 20 000 - 25 000 R25000 14 days ago
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Financial Advisor / Wealth Management Consultant Market related Lamia Consultants - Sunninghill, Gauteng, South Africa 3–5 years of experience in financial advisory, wealth management, or a related financial services role. Maintain accurate records and documentation as per compliance standards. Additional certifications... Market related 20 days ago
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Customer Success Manager WatersEdge Solutions - Johannesburg Minimum 3 years’ experience in a similar client-facing Customer Success or Account Management role. Are you a relationship-builder with a passion for customer success in a fast-paced, tech-driven environment... 10 days ago
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Wealth Advisor The Recruitment Council - Johannesburg Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions. Identify and refer opportunities across... 7 days ago
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Financial Advisors The Talent Room - Johannesburg Path to Independence – We guide you in becoming an independent broker with broker codes for all major financial houses NQF Qualification up to date or registered to complete Ready to take control of your... More than 30 days ago
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