Client Care Advisor jobs in Stellenbosch

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have...

About the job Service Advisor/After Sales Consultant Role Objective To strive in providing customers with a professional service experience whilst ensuring adequate communication between customers, parts and service departments in achieving customer satisfaction goals. Key Responsibilities - Prepare for the arrival of the customer - Taking care of customer at initial consultation upon...

THE OPPORTUNITY We have an opportunity for an admitted attorney to join our team as a Legal Advisor. The purpose of this position is to (i) assume the management of the legal department and (ii) ensure the achievement of the strategic imperatives of the company and associated companies, by providing legal advice and opinions, drafting commercial contracts, litigation, and Intellectual Property...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...

The Service Advisor plays a crucial role in providing customers with a professional service experience. This role involves ensuring effective communication between customers, parts, and service departments to achieve customer satisfaction goals. Main Responsibilities: - Prepare for the arrival of customers. - Provide initial consultation and care for customers upon arrival. - Ensure accurate...

A leading insurance provider is seeking a Financial Advisor in Cape City. This entry-level role focuses on attracting and retaining clients while selling financial products. Candidates should have at least a Matric/N4 equivalent qualification and strong computer skills. Responsibilities include understanding client needs, selling appropriate products, and maintaining client records. Full-time...

A leading financial services company in Parow, Western Cape, is seeking a Financial Advisor to attract, acquire and retain clients. This role requires engaging with clients, selling tailored products, and achieving sales targets. Ideal candidates should have a Matric/N4 qualification and relevant experience in sales or the financial sector. Successful applicants will be motivated, fluent in...

Salary Basic is market and brand related + incentives. Description Your main function is to provide excellent customer service consistently to service clients at a very busy franchise dealership. This is a and a fantastic team to be part of. The dealership is part of a large motor group. Requirements: - Minim Senior Certificate qualification - Previous working experience as a Service Advisor...

Company Description Sanlam, Africa's insurance giant, is dedicated to helping individuals achieve financial confidence. With a commitment to open conversations about finances, Sanlam provides a range of insurance and investment solutions to empower people in their financial journey. The company is located in Cape Town and offers on-site opportunities for employees to collaborate and contribute...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

A leading recruitment firm is seeking a Virtual Advisor focused on personal lines insurance in Stellenbosch. You will provide expert solutions and build client relationships while ensuring compliance with regulatory standards. Candidates should have at least 2 years' experience in short-term insurance sales and an FSCA-approved qualification. This opportunity offers a pathway to a sustainable...

A financial services company in South Africa is seeking a skilled individual to attract, acquire, and retain clients by selling products. This role involves understanding client needs, providing after-sales service, and achieving sales targets. Candidates should have a Matric/N4 equivalent qualification, strong computer skills, and fluency in English. Relevant experience in financial services is...

An established industry player is seeking motivated individuals to join their dynamic team as financial advisors. This role offers the chance to provide tailored financial advice and build lasting relationships with clients, ensuring their financial needs are met with professionalism and care. You will be part of a supportive environment that values personal development and recognizes your...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

A leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a matric qualification and relevant...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...

A leading financial services provider in Paarl is seeking individuals to manage client portfolios and promote financial solutions. Responsibilities include understanding client needs, providing sound financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have a Matric and be FAIS compliant. Join a dynamic environment focused on personal development and client...

A leading insurance company in South Africa is looking for a Client Engagement Adviser to provide top-notch service to clients. The candidate will be responsible for addressing client queries effectively and ensuring service level agreements are met. Required qualifications include a Grade 12 certificate and NQF Level 4 in Short Term Insurance, along with 5-7 years of customer service experience....