Client Jobs in Westville, Kwazulu Natal
- South Africa (19)
- Westville (19)
- Accounting / Finance (15)
- Sales (11)
- Education / teaching (4)
- Engineering (2)
- IT / Computing / Software (2)
- Management / exec / consulting (2)
- Graduate (1)
Personal Assistant Management Westville
Yates Recruitment
Westville
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
share this job on whatsappPersonal Assistant (investment Management)
Yates RecruitmentWestville
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Financial Adviser Umhlanga, Westville, Mount Edgecombe, Kloof, Pmb
Liberty Standard Bank GroupSouth Africa
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Financial Adviser High Commission Earning Potential
Liberty Standard Bank GroupSouth Africa
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Professional Financial Adviser
Liberty Standard Bank GroupSouth Africa
financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding
Financial Adviser Kloof; Umhlanga; Westville, Pmb, Pretoria
Liberty Standard Bank GroupSouth Africa
financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding
Wealth Planner Bryanston (gauteng), Westville (kwazulu Natal), Century City (western Cape)
Eq-fin BryanstonSouth Africa
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve
Sales Representative
FreerecruitWestville
company’s positive image ● Liaise with exciting clients and assist with Technical enquiries ● Design Refrigeration equipment to client’s specifications ● Build long term relationships ● Build new client base on a continuous
Financial Planner Umhlanga, Ballito, Kloof, Westville, Pmb
Liberty Standard Bank GroupSouth Africa
self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be Planner you need to effectively source prospective clients, assess their risk profile and provide long term term financial solutions aligned with client's objectives and requirements. Matric Driver's License Vehicle
Financial Planner
Liberty Standard Bank GroupSouth Africa
self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be Planner you need to effectively source prospective clients, assess their risk profile and provide long term term financial solutions aligned with client's objectives and requirements. Matric Driver's License Vehicle
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