KZN is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory
Reference: NFP014269-CAM-1 Master the Deal: Drive Success in Every Transaction Are you an expert in project finance with a keen eye for strategic transactions? Do you excel in navigating complex financial structures and closing deals that drive growth and innovation? We have an exciting opportunity
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to Investments Profile A well seasoned financial advisor/ Minimum requirements: 2 Years industry Experience
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to Insurance Investments Profile A seasoned insurance advisor with 2 years experience in selling long term insurance
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities Requirements: Minimum 10 years experience as financial advisor CFP English first language Must be very presentable
within the team; Problem solving ability; Strong customer centric focus; High EQ; Perfect knowledge of the
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis