Client Service Advisor jobs in Pretoria, Gauteng

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Pretoria. The successful candidate will deliver financial advice and service to clients, ensuring their needs are understood and met. Ideal for candidates with sales or marketing experience looking to grow in the insurance sector. Competitive compensation and opportunities for professional development are...

A leading financial services firm in Pretoria is seeking a Private Wealth Advisor. The role involves delivering exceptional service and education to clients on wealth creation and management principles. Successful candidates will have experience in client relationship management and sales strategy. The advisor will identify opportunities for growth and ensure compliance with banking regulations....

A leading financial institution is seeking a Private Wealth Advisor in Pretoria to deliver exceptional experience and education to clients on wealth management. The role focuses on identifying fiduciary opportunities, building relationships, and advising clients on banking solutions. Applicants should have a strong background in financial advisory and client management, while working towards...

A leading financial institution in Pretoria is seeking a Private Wealth Advisor to provide exceptional experiences and education to clients regarding wealth creation and financial solutions. Responsibilities include identifying fiduciary opportunities, achieving revenue targets, and delivering excellent customer service. Candidates should have strong relationship management skills and a...

A financial services provider seeks an experienced Private Wealth Advisor in Pretoria to enhance client experience and retention through effective wealth creation and management strategies. The ideal candidate will build strong client relationships, drive revenue growth, and ensure compliance with legislative requirements. This full-time role requires a proactive approach to identify and advise...

A leading financial services company in Pretoria seeks a Sales Advisor to attract and retain clients by selling products. The ideal candidate will have at least 2-3 years' experience in sales or call centers and possess relevant qualifications in finance or business management. Responsibilities include engaging with clients, providing financial advice, and managing relationships to ensure...

A financial institution is looking for a Private Wealth Advisor in Pretoria to provide exceptional service and advice to Private Wealth clients. The role focuses on wealth creation, accumulation, and compliance with financial regulations. Candidates should have strong relationship management skills and a solid understanding of financial solutions. The position requires achieving specific revenue...

A financial services provider located in Pretoria seeks a Private Wealth Advisor responsible for delivering exceptional client experiences and advising on wealth creation strategies. The role involves identifying fiduciary opportunities, nurturing client relationships, and achieving revenue growth targets while ensuring compliance with legislative requirements. Candidates should have strong...

A financial services firm in Pretoria is seeking a Financial Advisor to enhance client portfolios and deliver quality service. Responsibilities include proactive sales, client management, and administrative tasks. Ideal candidates should possess Matric and a Wealth Management qualification, alongside strong interpersonal skills and a passion for sales. This role offers growth opportunities in a...

A leading financial services provider in Pretoria is seeking a Part Time Financial Advisor. The successful candidate will provide financial advice, maintain client relationships, and identify sales opportunities. Required qualifications include Grade 12 and an NQF Level 5 certification or equivalent. Candidates must possess effective communication skills, a valid driver's license, and a...

Old Mutual is seeking dynamic individuals to join their team as financial advisors. This role focuses on helping customers achieve their financial goals through tailored financial solutions and planning. Candidates should possess a Matriculated Certificate and demonstrate strong sales skills along with a customer-focused mindset. The position offers potential to expand sales rapidly and provide...

A leading financial services company is looking for a Financial Adviser in Pretoria, South Africa. The role requires a minimum of Matric and at least 12 months of experience in financial services. Candidates with additional qualifications such as FAIS compliance will have a competitive edge. This position offers the opportunity to make a significant impact within a thriving organization. Closing...

A leading financial services provider in Pretoria seeks a Branch Consultant/Financial Advisor to promote products and increase market share. The ideal candidate will have a year of sales experience, strong understanding of client needs, and a commitment to compliance. Responsibilities include providing excellent client service, managing client relationships, and completing necessary training. The...

A leading insurance company in South Africa is seeking a dynamic Commissioned Financial Adviser to join their team. This role involves identifying clients' financial needs, providing sound financial advice, and expanding sales with existing customers. Applicants should possess a Matriculation Certificate and demonstrate strong skills in consultative selling, customer service, and communication....

A leading financial services firm in Pretoria is looking for a Part-time Financial Adviser. The candidate should have a Grade 12 qualification, valid Driver’s license, and be capable of providing financial advice while maintaining their current job. Strong communication skills, sales orientation, and the ability to build customer relationships are essential. This role offers flexibility and the...

A financial services provider is seeking a motivated Financial Advisor in Pretoria to provide expert financial guidance and manage client relationships. The successful candidate will have a minimum of 1-year experience in sales or marketing, and an understanding of financial products. Responsibilities include advising clients, ensuring compliance, and maintaining client satisfaction. This role...

A leading financial services provider in Pretoria seeks a motivated individual to promote value-added products and provide exceptional client service. The role involves understanding clients' financial needs, maintaining client relationships, and meeting compliance requirements. Candidates should possess a Matric certificate and one year of experience in a sales or marketing capacity. This...

A leading financial services provider seeks a candidate in Pretoria for a sales role to promote financial products. The successful applicant will provide client service, manage relationships, and collaborate with team members to optimize service delivery. Ideal candidates will have sales experience, familiarity with the financial industry, and a solid understanding of regulatory requirements....

A leading financial services provider in Pretoria seeks a professional for a client-facing role emphasizing financial advice and client retention. Responsibilities include providing tailored product recommendations, managing client relationships, and ensuring compliance with industry standards. Candidates should have at least 1 year of experience in sales or marketing, with a preference for those...

A leading financial services company in Pretoria seeks a dynamic individual to promote financial products and provide excellent client service. You will be responsible for managing client profiles, offering tailored financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have at least one year of experience in a sales or marketing role, preferably in the...