Private Client Advisor jobs in Ekurhuleni

Area: Kempton Park Job Family Sales and Service Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Responsibilities Client Engagement: - Respond to client needs by offering the...

A leading financial services provider is seeking a dedicated Financial Advisor in Alberton, Gauteng. You will deliver tailored financial advice to clients, ensuring they achieve their financial goals and protect their assets. The ideal candidate must possess a Grade 12 certificate and at least three years of sales experience. Exceptional communication and interpersonal skills are essential for...

A leading financial services provider in Springs seeks to hire an advisor to provide excellent client service and sound financial advice. The ideal candidate will have at least one year of experience in a sales or marketing role, preferably within insurance. Applicants must have a Matric certificate, with RE5 and FAIS compliance being advantageous. This role emphasizes strong customer...

A leading financial services firm in South Africa is seeking self-motivated individuals for the role of Financial Advisor. This position involves championing valued customers to achieve their financial goals through effective financial advice and planning. The ideal candidate will possess strong skills in consultative selling and customer service, combined with the necessary education...

A leading insurance company in South Africa, is seeking Aspiring Financial Advisors to join their dynamic team. The role involves championing customers to achieve their financial goals through identifying needs and providing sound advice. Ideal candidates are self-motivated individuals with an entrepreneurial spirit. A NQF Level 5 qualification or equivalent is required for this position. The...

A leading financial services organization is seeking a Client Service Coordinator to provide administrative support to financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication. Key responsibilities include greeting clients, answering phones, and scheduling meetings. Ideal candidates have multitasking abilities,...

MAIN JOB PURPOSE The primary responsibility of a Manager of Learning Client Liaison (LCL) is to ensure strong relationships are developed and maintained with clients by managing external engagement and alignment with internal stakeholder and various partners towards delivering on and exceeding client and market expectations. The LCL collaborates toward the growth and strength of the distribution...

Job Advert Summary:The primary responsibility of a Manager of Learning Client Liaison (LCL) is to ensure strong relationships aredeveloped and maintained with clients by managing external engagement and alignment with internal stakeholderand various partners towards delivering on and exceeding client and market expectations. The LCL collaboratestoward the growth and strength of the distribution...

A leading insurance company in Africa seeks aspiring Financial Advisors in Boksburg, Gauteng. Candidates should be self-motivated and dynamic with an entrepreneurial spirit. The role involves identifying financial needs, providing sound financial advice, and implementing tailored financial solutions to help customers achieve their lifetime goals. Educational requirements include NQF Level 5 or...

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor to provide sound financial advice and high-level client service. You will manage client relationships, optimize product offerings, and ensure compliance with regulatory standards. The ideal candidate should have a year of sales experience, with a background in insurance being advantageous. This...

Client Service Coordinator page is loaded## Client Service Coordinatorlocations: MT - White Sulphur Springstime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ-45495SummaryFive Star Financial Group – an independent practice of Thrivent Financial. We’re looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role...

A leading financial institution in Kempton Park is seeking a client engagement specialist to educate clients on self-service digital solutions. The successful candidate will possess a diploma and have 1-2 years of experience in retail or banking client service. Responsibilities include responding to client needs, building trust, and collaborating with internal teams to provide comprehensive...

A leading financial services company in Gauteng, South Africa, seeks candidates for a role focused on providing exceptional customer service and developing business opportunities. The successful individual will analyze customer needs, maintain CRM data, and create sales opportunities through effective networking. Candidates should have an NQF Level 5 qualification and strong skills in...

A leading financial services provider in Benoni, Gauteng, seeks a client advisor to deliver exceptional financial advice and service. Responsibilities include optimizing client opportunities and managing client profiles. Candidates should have at least a year’s experience in sales or marketing, with insurance experience considered advantageous. The role includes providing continual support and...

A financial services firm seeks an OMF Branch Manager in Benoni to lead a team of advisors and manage customer relationships. The ideal candidate will have a High School education and strong skills in coaching, performance management, and CRM. Responsibilities include overseeing team performance, developing client engagement strategies, and ensuring operational efficiency. A focus on sales...

A leading financial services provider in Gauteng, South Africa is looking for a Sales Advisor to promote products and improve market share. Key responsibilities include delivering high-level client service, managing client relationships, and adhering to compliance standards. Ideal candidates should have at least one year of sales or marketing experience, preferably in an insurance context. This...

A leading financial services provider in South Africa is seeking an energetic Sales Consultant to promote products and increase market share. This role involves providing sound financial advice and ensuring high client service levels within branch operations. The ideal candidate will have at least one year of sales or marketing experience, preferably in insurance. Career growth opportunities are...

A leading financial services provider in Boksburg is looking for an experienced professional to deliver sound financial advice and manage client relationships. The ideal candidate will have a Matric qualification and a year of experience in sales or marketing. Strong focus on compliance and client retention is essential. This role offers opportunities for personal and professional growth within a...

A leading financial services provider in Springs, Gauteng is seeking a motivated individual for a sales role that emphasizes client service and financial advice. Responsibilities include understanding customer needs, promoting products, and maintaining client relationships. Ideal candidates have a minimum of a Matric qualification and experience in sales or marketing, preferably in an insurance...

A leading financial services provider in Springs, Gauteng seeks a professional to deliver exceptional client service and sound financial advice. The role requires managing client profiles, developing new opportunities, and ensuring compliance with regulations. Successful candidates will have at least 1 year of sales experience, preferably in insurance, and a Grade 12 qualification. The company...