Client Service Advisor jobs in Eastern Cape

A leading financial institution seeks a Future Branch Advisor in Mthatha, Eastern Cape. The role involves providing excellent customer service, building relationships, and analyzing customer needs to recommend appropriate banking solutions. Candidates should have a relevant NQF 5 qualification and 1-2 years of experience in client services. This position offers opportunities for personal and...

A leading financial services provider in Gqeberha seeks to hire a financial advisor to promote its products and enhance market share. The role involves providing exceptional client service while managing profiles for retention. Candidates must have a Matric, be FAIS Compliant, and ideally hold an RE5 certification. The successful applicant will regularly report activities and ensure compliance...

A leading financial services group in Port Elizabeth is seeking a Financial Advisor to work in a hybrid role focused on providing personalized financial planning solutions. The ideal candidate should have a minimum of 2 years of experience in the financial industry and possess exceptional interpersonal and communication skills. Additional qualifications include RE5 certification and the ability...

A leading insurance company in South Africa is seeking a self-motivated Financial Advisor to help customers achieve their financial goals. The ideal candidate should possess a Bachelor's degree and demonstrate strong skills in customer focus, accountability, and effective communication. You will provide personalized financial advice and develop tailored financial plans. Join this dynamic team to...

A leading financial services provider is seeking an Advancing Financial Advisor in Gqeberha. The ideal candidate must have at least Matric and a minimum of 12 months' experience in financial services. Completion of the Long-term Insurance Class of Business and additional FAIS requirements are essential. Strong consultative selling and customer service skills are required for this role. This...

A financial services company in Gqeberha is seeking an individual to contribute to growth through quality customer service and sales. Responsibilities include understanding customer needs, communicating product features, and building client relationships. Required qualifications include Matric and 2 years in the financial industry with 3-5 years of sales experience. This role is essential for...

A financial services company in East London seeks a professional to attract, acquire, and retain clients by selling products while providing after-sales service. The ideal candidate will assist clients in creating personalized financial plans and will have at least 5 years of experience with a Matric qualification or 1-2 years with an undergraduate degree. Strong computer literacy and fluency in...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Hello future Private Clients Advisor Welcome to FNB, the home of the...

Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor – Northern...

A leading financial services provider in Gqeberha is looking for a Financial Adviser. The ideal candidate must have at least a Matric qualification and a minimum of 12 months of experience in financial services. Responsibilities include consultative selling and ensuring customer satisfaction. A valid driver's license and clear criminal record are necessary. The position focuses on creating and...

A leading financial services provider is seeking a Financial Advisor to join their team in East London, South Africa. The role involves providing comprehensive financial advice to clients, maintaining relationships to ensure loyalty, and targeting new business through networking and lead generation. The desired candidate should possess at least a Grade 12 qualification and meet the FAIS...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Hello future Private Clients Advisor Welcome to FNB, the home of the...

A leading insurance company is seeking an Aspiring Financial Advisor in Gqeberha to empower customers to achieve their financial goals. The role involves identifying financial needs and providing tailored financial advice. Ideal candidates are self-motivated with a passion for entrepreneurship. Educational requirements include a Bachelor's degree or Grade 12. A dynamic, customer-focused...

Client Advisor- Requisition Number 135485- Closing Date:28 August 2024- Location-Butterworth- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesJob Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals...

A leading financial services provider in South Africa is seeking a Financial Advisor in Mthatha. This role focuses on providing sound financial advice while enhancing client relationships and driving sales. Successful candidates will have at least 1 year of experience in sales or marketing, preferably within the insurance sector, and must be compliant with FAIS requirements. This position...

A leading financial services company in South Africa seeks a motivated individual to provide excellent client service and financial education. The successful candidate will be responsible for achieving sales targets through marketing and selling products, while also focusing on educating clients about credit and money management. This role requires building sustainable customer relationships and...

A leading financial services group is seeking a Branch Consultant/Financial Advisor in East London. This role involves providing financial advice, managing client relationships, and ensuring compliance with regulations. Successful candidates will have a year of sales experience along with a Grade 12 qualification and relevant financial certifications. Join a dynamic team focused on customer...

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor for their Lusikisiki branch. The successful candidate will promote financial products, provide sound advice, and manage client relationships effectively. Responsibilities include understanding client needs, maintaining portfolios, and delivering exceptional service. Applicants should have a...

A leading financial services provider in South Africa is seeking individuals to join their team. The role focuses on promoting products, providing expert financial advice, and ensuring client satisfaction in a branch environment. Ideal candidates should possess a Matric qualification and compliance with financial standards. This position offers opportunities for personal growth and development...

A leading financial services provider is looking for a Client Service Consultant in East London. The successful candidate will provide exceptional financial advice and service, manage client relations, and ensure compliance with regulations. Applicants should have at least one year of sales experience, a Matric qualification, and a volunteer for Class of Business training. This role presents...