Private Client Advisor jobs in Nelson Mandela Bay

We're Hiring: Internal Sales Representative / Technical Advisor Location: Newton Park, Port Elizabeth Salary: Market Related + Commission Start Date: ImmediateAre you a dynamic, sales-driven individual with a knack for building strong customer relationships and offering expert technical advice? Our client is looking for an Internal Sales Representative / Technical Advisor to join their teamWhat...

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...

Our client in the Short-Term Insurance Industry is currently looking to employ a Medical Aid Insurance Advisor based in Port Elizabeth. RE5 qualification would be advantageous. Requirements: - Minimum 1–3 years’ experience as a medical aid or healthcare insurance advisor. - Proven sales and advisory experience within the medical aid or healthcare sector. - FAIS-compliant qualification (e.g....

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...

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,...

Up to 1.58 million RAND At Cloud Bridge, we are one of the fastest-growing and most dynamic AWS partners, transforming how businesses leverage AWS cloud services. We specialise in cloud consultancy, managed services, cloud governance, FinOps, and AI/ML to help organisations unlock the full potential of AWS. Recognised as AWS's Rising Star Partner of the Year for 2023 in EMEA and 2022 in the...

JOB DESCRIPTION Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. We are seeking a highly skilled and experienced Senior...

Hereford Port Elizabeth (Gqeberha) PA Vacancy AddPosition: Personal Assistant to Financial AdvisorLocation: Newton Park, Port ElizabethStart Date: As soon as possibleType: Full-Time | In-officeHereford Group,established in 1995, is a leading financial services provider that has experienced consistent and significant growth since its inception. With a strong presence in Gauteng, the Western Cape,...

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...

Sales Executive Drive growth through solution-based selling in an established technical products company. Port Elizabeth / Gqeberha | R15,000 - R20,000 About Our Client Our client is a well-established supplier of high-quality industrial mobility and component solutions, serving a wide range of sectors including manufacturing, logistics, and engineering. Known for their innovation and...

Overview Financial Customer Service Advisor Add The purpose of this role is to safeguard, develop and enhance customer loyalty and value by providing excellent customer services. Additionally, the role involves providing the customer with knowledgeable information by identifying and promoting significant products and services. Teleperformance is a Regulated Financial Company operating largely...

Description: We are seeking a talented individual to join the Sales division at Marsh. This role will be based in the Western Cape, hybrid and has a requirement of working at least three days a week in the office. The Growth Leader will drive Marsh’s mission by effectively organising, packaging, and presenting our global capacity and capabilities. You will play a key role in expanding our...

Our client is leading marketing agency that specializes in helping businesses achieve ambitious awareness and conversion goals. Whether driving multi-channel strategies for diverse sectors or providing specialized marketing for healthcare providers, they pride themselves on delivering award-winning results through innovative thinking and collaboration. Job Summary:We’re looking for an...

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 provide defined fiduciary end-to-end...

Our client is seeking a skilled Financial Manager to design, implement, and manage effective operational processes and systems to ensure accurate data collection, enabling thorough analysis and comprehensive financial reporting together with the expansion and Management of the property & Investment portfolios.This role requires strong leadership, strategic thinking, and hands-on experience to...

The client believes in the transformative power of data. Their team is dedicated to leveraging analytics to unlock the value of their clients' data and drive their success. With years of collective experience across diverse industries, their analysts possess a deep understanding of the challenges and opportunities their clients face. As a leader in the analytics industry, the client collaborates...

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,...

Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Senior Paraplanner / Administrator (long-term insurance and investment) to their team based in Port Elizabeth. RE5 Qualification is essential. Candidates must be able to work under pressure, manage timelines, and have experience dealing with high-net-worth individuals. This is an...

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,...