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Private Client Advisor jobs in Klerksdorp
Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...
A leading financial institution in Klerksdorp seeks a candidate to manage a portfolio of Private Wealth Clients. Responsibilities include achieving financial targets, delivering exceptional advice, and expanding the customer base. The ideal candidate will possess strong analytical skills and relationship management capabilities. This role involves proactive client engagement and supporting the...
Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...
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 leading financial services provider in Klerksdorp is seeking an Established Financial Advisor for a full-time, on-site role. The successful candidate will be responsible for providing expert financial planning, retirement planning, and investment strategies. Strong analytical and communication skills are essential, along with relevant financial certifications. This position offers a key...
1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great...
A recruitment agency in South Africa seeks a Virtual Advisor to provide expert advice for personal lines insurance. Responsibilities include offering tailored solutions, managing customer portfolios, and ensuring compliance with regulations. The ideal candidate has at least 2 years’ experience in insurance sales and strong communication skills. Join a dynamic team and help build lasting client...
Our client, a safari lodge / private game reserve based near Hartbeesfontein (North West), is looking for an experienced Lodge Manager or Couple Minimum requirements: - Qualification in Hotel Management Diploma/Certificate or equivalent - At least 10 years of prior working experience in guest relations at a Lodge or similar 5-star Lodge/Hotel Key Performance Areas of this position include: -...
Lodge Management Couple Hartbeesfontein, North West Salary Market related based on the experience Our client, a safari lodge / private game reserve based near Hartbeesfontein (North West), is looking for an experienced Lodge Manager or Couple Minimum requirements: - Qualification in Hotel Management Diploma/Certificate or equivalent - At least 10 years' of prior working experience in guest...
SA - North West, Klerksdorp (Market related)Lodge Management Couple Hartbeesfontein, North West Salary Market related based on the experienceOur client, a safari lodge / private game reserve based near Hartbeesfontein (North West), is looking for an experienced Lodge Manager or Couple Minimum requirements:Qualification in Hotel Management Diploma/Certificate or equivalentAt least 10 years’ of...
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’...
About the Company Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company...
A leading financial institution in Klerksdorp is seeking a proactive individual to assist in managing a portfolio of Private Wealth Clients. The successful candidate will be responsible for delivering exceptional service and identifying opportunities to grow the client base. Key duties include achieving financial targets, enhancing client relationships, and compiling reports to support business...
Overview Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Responsibilities - Act...
Overview Old Mutual Limited is a premium pan-African financial services group that has been helping customers achieve their financial goals for over 170 years. Operating in 14 countries across Africa and Asia, we strive to create positive futures for individuals, families, and communities. By shaping a sustainable future for our business, we aim to improve lives and build a better Africa...
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,...
Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud 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,...