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Private Client Advisor jobs in Mthatha
A leading financial services provider in South Africa is seeking a Financial Advisor in Mthatha. This role focuses on providing sound financial advice while enhancing client relationships and driving sales. Successful candidates will have at least 1 year of experience in sales or marketing, preferably within the insurance sector, and must be compliant with FAIS requirements. This position...
A leading financial institution seeks a Future Branch Advisor in Mthatha, Eastern Cape. The role involves providing excellent customer service, building relationships, and analyzing customer needs to recommend appropriate banking solutions. Candidates should have a relevant NQF 5 qualification and 1-2 years of experience in client services. This position offers opportunities for personal and...
Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor – Northern...
Empowering Africa's tomorrow, together…one story at a time. 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 build and maintain professional business...
A recruitment agency is seeking a driven Virtual Advisor to provide expert advice on personal lines insurance. This role involves building and maintaining client portfolios while complying with industry standards. Candidates should have at least 2 years' experience in short-term insurance sales and the necessary qualifications. The position requires excellent communication and time management...
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. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by...
Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests - Achieve net profit growth for business - Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards - Manage the migration of accounts from transactional to Self Service - Manage the growth of...
Business Segment: Business & Commercial Banking Location: ZA, Eastern Cape, Mthatha, Suite, Shop 3, 3rd Floor Savoy Shopping Centre, 912 Nelson Mandela Drive, Mthatha, 5100 To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add...
Sales Coordinator (External Applications Only - MTHATA EAST) Mthatha, Eastern Cape, South Africa OPS 7 Job Openings Sales Coordinator (External Applications Only - MTHATA EAST) About the job Sales Coordinator (External Applications Only - MTHATA EAST) Description Grow sales through constant Customer interaction; costing of building plans and issuing Customers with accurate quotations....
About the job Sales Coordinator (External Applications Only - MTHATA EAST) Grow sales through constant Customer interaction; costing of building plans and issuing Customers with accurate quotations. Ensuring that all housekeeping and merchandising standards are maintained at all times. Ensuring a cost effective and efficient delivery service. Requirements - Grade 12 plus 5 (five) years related...
Are you a dynamic and driven individual with a passion for short-term insurance? Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach. Responsibilities: - Providing solutions for clients’...
A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor for their Lusikisiki branch. The successful candidate will promote financial products, provide sound advice, and manage client relationships effectively. Responsibilities include understanding client needs, maintaining portfolios, and delivering exceptional service. Applicants should have a...
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. Future Branch Advisor Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping...
Financial Adviser | Mthatha, Eastern Cape We are seeking an experienced Financial Adviser to provide long-term life risk and financial planning advice within a limited architecture framework. The role focuses on delivering tailored insurance solutions, managing client portfolios, and building a sustainable adviser practice. Key Responsibilities: - Advise clients on life assurance and long-term...
Requisition and Specialist Recruiter Information REQ 143105 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Central Suburbs Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town Central Suburbs Job Purpose Educate clients on...
Branch Consultant / Financial Advisor - Lusikisiki Date: 11 Apr 2025 Location: Mthatha, Eastern Cape, ZA 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...
Requisition and Specialist Recruiter Information REQ 143104 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town: Northern Suburbs,...
A leading South African financial services provider is seeking a Branch Consultant/Financial Advisor in Mthatha to provide expert financial advice and enhance client relationships. Candidates should possess a Matric qualification and ideally have experience in sales or marketing. The role involves managing client profiles, ensuring compliance with regulations, and reporting on daily activities....
BBranch Consultant/ Financial Advisor - Matatiele Date: 21 Aug 2024 Location: Mthatha, Eastern Cape, ZA 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...
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,...