Client Care Advisor jobs in George

About the role: You’ll become an integral part of our fun and passionate team of Sales and Client Care Champions who are forging ahead to drive new business, while retaining (and delighting) our humans and their fur-babies. What we’re offering: By joining dotsure.co.za, you’ll have the support of an established team with learning and development opportunities available to build your career...

A leading financial institution seeks a Support Advisor to deliver excellent service and foster positive client relationships. This role involves assisting with sales, analyzing client portfolios, and ensuring compliance with company guidelines. The ideal candidate will have strong communication skills and a focus on achieving financial targets. Responsibilities include managing existing clients...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A prominent financial institution is seeking a Support Advisor in George, Western Cape. The role involves providing excellent service and sales support, optimizing client relationships, and contributing to profit growth through proactive engagement and analysis of client portfolios. Ideal candidates will demonstrate exceptional service delivery and an ability to manage and grow the customer base...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A leading South African bank is seeking a Support Advisor FAIS to enhance customer banking experiences. The role involves providing advice, supporting sales initiatives, and managing client relations. Candidates should demonstrate excellent service delivery and a strong sales background. The job offers full-time employment with expected engagement in improving customer satisfaction and growing...

A leading financial institution in South Africa seeks a Support Advisor to provide excellent service and solutions to clients. The role requires engaging with customers to grow the client base and support profit growth through effective sales strategies. Candidates should have strong customer service skills and a desire to optimize client satisfaction. The position is full time and located in...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...

A leading financial services company is seeking a Financial Advisor for the Cape South Coast region. This permanent role involves attracting and retaining clients by providing tailored financial advice and selling a range of financial products. Candidates should possess a relevant degree and have 1-2 years of experience in a financial advisory role. Strong communication and interpersonal skills...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in George, South Africa is seeking a Support Advisor FAIS. The role involves providing excellent customer service and support, ensuring client satisfaction while contributing to business growth through effective sales strategies. Candidates should have a strong background in customer service, a proactive approach to client engagement, and the ability to manage...

A leading financial institution in South Africa seeks a Wealth Manager to provide expert financial services, focusing on high-income clients with an emphasis on investment strategies. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience. Responsibilities include analyzing client financial information, achieving sales targets, and ensuring compliance with...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A leading banking institution in South Africa is seeking a Support Advisor FAIS to deliver exceptional service and solutions to customers. The role involves engaging with clients to enhance their banking experience, identifying sales opportunities, and managing client portfolios effectively. Ideal candidates will have a background in customer service and banking. This position offers a full-time...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...