Old Mutual Client Service Financial Advisor Jobs in South Africa - Page 2
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Financial Advisor
Morebo Wealth Ltd
South Africa
Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive collaborative and client-centric environment, we want to hear from you Analyze and assess clients' financial situations to develop personalized financial strategies. Provide comprehensive financial planning and investment
share this job on whatsappFinancial Advisor
Liberty Group LtdEkurhuleni
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Financial Advisor
Durban
Market Related Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng infrastructure for financial advisors
Financial Advisor
Durban
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be providing financial advice on both life risk and investments products to Private Bank clients in accordance FAIS legislation and according to professional financial advice guidelines.
Responsibili analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Financial Advisor
Liberty Group LtdSouth Africa
excellence and provide services and advise that is best suited to our clients. Our aim is to continually continually develop professional Financial Adisvors who offer clients best product knowledge, knowing that their their families/Companies/Assets are financially sound and secure amidst unexpected events in an ever changing world. Provide financial planning support and solutions to clients and their needs Support investment cultivate client relationships and delivery service according to client's needs Prepare financial plans and
Financial Advisor
Randburg
Negotiable
Financial Advisor
Area: Randburg, Gauteng
Salary: position: Our clients is a franchise of a well-known Financial Service provider and they are are looking to recruit Financial Advisors to provide businesses and individuals with sound advice regarding regarding their financial planning and investments.
Duties:
- Meeting individually
individually with clients to determine their financial objectives, risk tolerance, income, expenses and
Financial Advisor
Masa Outsourcing LtdSouth Africa
DBN002883-Minni-1 Our Client in the Finance/Insurance Industry is seeking a competent Financial advisor to join their Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set up appointments and meet the client Prepare and present recommendations and/or solutions Implement and professional development Build and maintain client base Qualification & Experience needed Senior Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Client Service Administrator
Corporate PlacementsCape Town Region
Our client in the financial services industry is seeking Client Service Administrators to join their dealing with queries and complaints, updating client information, translating written correspondence and criminal clear (essential) 2 years customer service experience within a contact centre is a must Able
Client Services Assistant
FreerecruitMasoheng
administration skills and able to build strong client relationships •Able to perform under pressure whilst advantageous Key Performance Areas: •Assist Customer Services and Key Account Manager’s with efficient shipment indent monitoring and ensure constant follow up with client and supplier until process is complete •Ensure Customer Service or Key Account Managers •Assist with resolution of Debtors queries •Ensure clients, Customer Customer Service, Key Account Managers are updated with regards to daily shipment events •Manage estimates
Client Services Consultant
South Africa
R24 000 - R28 000 PER MONTH
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically telephonically service internal/external clients/brokers with regard to new business, switches, redemptions queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification
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