Client Advisor Jobs in Sandton

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...

from: jobplacements.com - 7 days ago

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...

from: freerecruit.co.za - 13 days ago

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)...

from: pnet.co.za - 9 days ago

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...

from: pnet.co.za - 14 days ago

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...

from: jobplacements.com - 20 days ago

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

from: pnet.co.za - 15 days ago

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

from: pnet.co.za - 21 days ago

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...

from: jobplacements.com - 11 days ago

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...

from: jobplacements.com - 8 days ago

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...

from: executiveplacements.com - More than 30 days ago