Private Client Advisor jobs in Capricorn District Municipality

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the...

About the Company Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company...

Overview A leading irrigation company situated in Limpopo is urgently seeking the expertise of an experienced Technical Advisor to join their team. The successful incumbent for this position will be responsible for: Responsible for the achievement of pre-set sales targets Determine and assess product-need (Forecasting) Development of client base Source and develop new markets and new business...

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.- Answering client questions about financial plans and strategies and giving financial advice.- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach...

Role Purpose Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings. The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from...

We are looking for a female Business Development Representative, who will be responsible for creating and maintaining solid relationships and making business decisions. It is expected in their job to seamlessly complete target deadlines and delegate tasks to subordinates. They plan ways to grow the business, find areas of client needs, manage business negotiations, and review and approve other...

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. Financial Advisor Responsibilities: - Talking to clients to determine their expenses, income and gather information needed to develop a...

Bring your possibility to life! Define your career with us- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To provide advice and support in practice...

Our client, a non-profit, medical scheme is seeking a Regional Service Consultant for Polokwane, Limpopo. Responsible for excellent service delivery to members, advisors, providers, and suppliers in accordance to prescribed processes. Coordinating the functions and logistics of the regional office and responsible for all purchases and other logistic arrangement. Provide assistance with member...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. - Leads identified converted into successful sales. - Ensure activities support cost containment and reduction. - Educate customers on...

Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Job Description To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties. Hello Future, Financial Advisory Administrator (Polokwane) Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...