Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors... on investments, insurance, estate planning, and retirement options Assess client needs and develop customised financial plans...
Job Specification: Executive Financial Advisor - Independent (Commissioned) Our client is looking for qualified... tailored solutions (with all insurance companies codes to provide to your client), and ensure compliance with regulatory...
Senior Legal Advisor – Johannesburg A well-established financial services team is looking for an admitted attorney... through important planning decisions with clarity and professionalism. As Senior Legal Advisor, you will be responsible...
Job Description Job Title: Financial Advisor. Qualification: Matric / Relevant NQF5 qualification / RE5.... Minimum Requirements: 5-10 years Financial Advisor experience within short-term insurance and broader financial planning...
and client needs, current information and trends. Develop and manage key stakeholder relationships that enable achievement.... Ensure effective management of the leads pipeline. Support sales through analysis of client portfolio and pro-active client...
Assurance: Maintain confidentiality of client information and follow prescribed scripts to ensure compliance. FAIS Fit...
holistic financial planning solutions telephonically for clients through regular reviewing the client’s portfolio in order... with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales...
client. The role focuses on delivering high-quality customer support through multiple channels while ensuring a positive...
retirement planning strategies -Review and optimize client portfolios for asset growth -Conduct market research and financial... analysis -Stay current with financial trends and legislation -Build and maintain strong client relationships Essential...
, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment... on client philanthropy. Participate in planned activities that are appropriate for own development. Build working...
techniques to improve the client’s overall strategy, performance, and operations. Positions for different specializations....com/us/en/consulting-specializations-at-mastercard Roles and Responsibilities Client Impact Lead client engagements across a range...
contractual time bars • Client liaison, updates, and customer service • Willingness to travel locally and to neighboring countries...
Our client is offering exciting opportunities for highly results-driven, self-managed Sales Advisors who are passionate...
their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client...
their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client...
Promote the Sanlam brand Treating customers fairly to be applied to all client engagements Role is aligned to your personal.... Personalised client value propositions. Marketing on social media. Undertake selected client focused activities to generate leads...
potential commercial risks with new or current agreements – supplier and customer. Ensure client satisfaction by adhering...
between Liberty@Work and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader... to policies, procedures and legislative requirements in order to ensure compliance. Continuously review client portfolios to re...
Promote the Sanlam brand Treating customers fairly to be applied to all client engagements Role is aligned to your personal.... Personalised client value propositions. Marketing on social media. Undertake selected client focused activities to generate leads...
)'s products and increase market share through: Providing sound financial advice and a high level of client service in a Branch... context. Creating opportunities for client optimisation and cross selling of value-added products What will make...