- Jobs
- South Africa
- Western Cape
- George
- retail financial advisor
retail financial advisor jobs in George
Role Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and...
Closing Date 2023 / 03 / 31 Reference Number MMH230306-13 Job Title Financial Advisor - Cape South Coast Position Type Permanent Role Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location - Province Western Cape Location - Town / City George Introduction Metropolitan is one of the oldest financial services brands in South Africa. With...
Financial Advisor Job Description The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them. This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs,...
A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...
A leading financial institution seeks a dedicated professional in George, Western Cape, to enhance customer experience and achieve sales targets. You'll provide tailored financial solutions and support clients in maximizing their revenue potential. Responsibilities include building strong stakeholder relationships and adhering to company policies to ensure service delivery quality. The ideal...
Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R38309# Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase...
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. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...
A leading South African retail company seeks a Store Manager to ensure efficient operations and service excellence. The ideal candidate will have at least 5 years of store management experience within a retail or FMCG environment, with a proven track record in financial management and team leadership. Key responsibilities include driving sales, managing operations, and enhancing customer...
A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...
A prominent financial institution is seeking a Support Advisor in George, Western Cape. The role involves providing excellent service and sales support, optimizing client relationships, and contributing to profit growth through proactive engagement and analysis of client portfolios. Ideal candidates will demonstrate exceptional service delivery and an ability to manage and grow the customer base...
A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...
A leading financial institution in South Africa seeks a Support Advisor to provide excellent service and solutions to clients. The role requires engaging with customers to grow the client base and support profit growth through effective sales strategies. Candidates should have strong customer service skills and a desire to optimize client satisfaction. The position is full time and located in...
A prominent financial services institution in South Africa is seeking a Private Wealth Advisor who will deliver exceptional experiences to clients. The ideal candidate should have a relevant degree and 3 to 5 years of experience in Investment or Wealth Management. Responsibilities include providing tailored financial solutions, conducting client reviews, and achieving sales targets. This position...
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. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...
A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...
Job Overview The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their...
A leading financial institution seeks a Support Advisor to deliver excellent service and foster positive client relationships. This role involves assisting with sales, analyzing client portfolios, and ensuring compliance with company guidelines. The ideal candidate will have strong communication skills and a focus on achieving financial targets. Responsibilities include managing existing clients...
A leading financial services company is seeking a Financial Advisor for the Cape South Coast region. This permanent role involves attracting and retaining clients by providing tailored financial advice and selling a range of financial products. Candidates should possess a relevant degree and have 1-2 years of experience in a financial advisory role. Strong communication and interpersonal skills...
A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....
A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...