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Private Client Advisor jobs in Matjhabeng
A leading financial institution in Free State is seeking a dynamic banking professional to assist Personal Prestige and Private Banking clients with their banking needs. The role involves addressing product inquiries and account activities, with an expectation of providing efficient and high-quality service. Candidates must have NQF Level 5 qualifications and 3-4 years of relevant sales...
A leading insurance company in Africa is seeking a self-motivated Associate Financial Advisor in Welkom. The role involves championing customers to achieve their financial goals by identifying needs and providing sound advice. Candidates must possess an entrepreneurial spirit and demonstrate skills in building trust and consultative selling. The position requires NQF Level 5 education or...
A leading financial services provider is seeking a dedicated professional to provide sound financial advice and manage client relationships within a retail branch. This role involves understanding customer needs and financial goals, as well as ensuring compliance with various standards. The ideal candidate should have at least 1 year of sales or marketing experience, a Matric (Grade 12), and...
A leading insurance company in South Africa seeks dynamic individuals for various roles focused on championing customer financial goals. Responsibilities include procuring new business and expanding sales with existing customers by identifying financial needs and providing tailored solutions. Candidates should have NQF Level 5 education and strong selling and communication skills. This...
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...
Our client an Automotive Dealership is seeking the services of an After sales consultant / Service Advisor for the Welkom area. Salary: Basic R10 000 - R12 000 per month + Benefits + Incentives ave R 5000 Min requirements - Min of 2 years experience as a Service Advisor with a reputable car brand - Excellent interpersonal skills and customer service skills - Working knowledge of Motor Industry...
Job Description: To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards. Future FNB Community Advisor - Alternative...
PLEASE NOTE This is a specialised job and NOT a General job, Read the advert before applying. If you DO NOT have experience working for a car dealership then you DO NOT qualify. Don't waste your time to apply unless you meet the min requirements. Our client an Automotive Dealership is seeking the services of an After sales consultant / Service Advisor for the Welkom area. Salary: Basic R R22...
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. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better...
Description To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards. Hello Future FNB Community Advisor Alternative...
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 is seeking a candidate in Welkom, Free State, for a role focused on providing sound financial advice and maintaining client relationships. The ideal candidate will have experience in sales or marketing, excellent client service skills, and a strong understanding of financial products. Responsibilities include client retention and query resolution. Competitive...
A leading financial institution in South Africa seeks a Future Community Advisor to enhance customer experience and deliver tailored solutions. The ideal candidate must be a South African citizen with at least an NQF 4 qualification and 1-2 years in client services. Responsibilities include building client relationships, educating customers, and achieving sales results. The role demands strong...
A leading insurance company in South Africa is seeking self-motivated and dynamic individuals for the role of Commissioned Financial Adviser. In this position, you will champion clients to achieve their financial goals by identifying needs and providing sound advice. You're expected to expand existing customer sales and procure new business, leveraging your consultative selling skills. The ideal...
To take demand from Personal Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g. opening of relevant accounts statements debit order information etc.) whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience...
A leading insurance company in South Africa seeks dynamic individuals who can champion clients towards their financial goals. You will be responsible for acquiring new business and expanding existing customer sales. Candidates must be self-motivated with an entrepreneurial spirit and possess at least an NQF Level 5 qualification. This role provides an opportunity to make a significant impact on...
A leading financial services provider in Welkom seeks a motivated individual for a client servicing role. Responsibilities include understanding client's financial needs, managing client profiles, and ensuring compliance. Ideal candidates have a sales background, a Grade 12 qualification, and experience in the insurance sector is advantageous. Grow your career in a supportive environment with...
Date: 1 Oct 2025 Location: Welkom, Free State, 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 simple and affordable financial solutions that cover needs...
Who are we? Sanlam Developing Markets (SDM) 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, life cover and personal accident plans. In terms 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,...