Client Advisor Jobs in Stellenbosch

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

from: workable.com - More than 30 days ago

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

from: pnet.co.za - 20 days ago

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...

from: jobplacements.com - 10 days ago

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...

from: jobplacements.com - 9 days ago

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

from: pnet.co.za - 8 days ago

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

from: pnet.co.za - 8 days ago