6 Client Advisor Jobs in Stellenbosch
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Financial Advisor ARVO - Stellenbosch, Western Cape The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. This position requires... 400,000 - 600,000 More than 30 days ago
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Accountant From 20000 to 35000 (Ctc) - Monthly Sagen Advisory Pty Ltd - Stellenbosch, South Africa, Stellenbosch, South Africa A well-known and respected medium-sized Assurance, Accounting, and Consultancy firm is searching for an experienced accounting and bookkeeping professional to join their ranks at their offices in Stellenbosch... From 20000 to 35000 (Ctc) - Monthly 19 days ago
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PORTFOLIO ADMINISTRATOR HR Genie - Bellville Answer all incoming calls promptly and politely; assess callers requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously; Prepare, distribute and process investment... 9 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of... 8 days ago
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Assistant to Financial Advisor/ Broker Assistant Cape Town Negotiable FHH Consultants (Pty) Ltd. - Paarl, Western Cape, Gauteng, South Africa Ensuring that new business is processed timeously and that any outstanding quotations arefollowed up on – pipe and new business must be followed up daily; Checking that the Record of Advice (ROA) and FNA... Negotiable 7 days ago
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Retentions Consultant Insurance Cape Town Highly negotiable FHH Consultants (Pty) Ltd. - Paarl, Western Cape, South Africa Handling clients who call to cancel policies turn cancellations into active / saved policies to maintain business on the books by offering options reducing cover, reselling benefits, removing benefits... Highly negotiable 7 days ago
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