Jobs: financial services

Company DescriptionRound Square Financial Services is an authorized Old Mutual Franchise, dedicated to helping individuals and businesses achieve their financial goals. As part of Old Mutual, a leading financial services group established in 1845, we provide holistic financial solutions and investments that create a positive impact on customers, communities,...

A financial services company located in Polokwane, Limpopo, is seeking a professional to enhance customer service and drive sales of financial products. The role involves understanding client needs, effectively communicating product features, and building strong client relationships. Candidates should have at least 2 years of experience in the financial...

Company DescriptionASI is South Africa's leading independent provider of advisory services in Health, Wellness, Insurance, Wealth, Retirement, and Investments. ASI is a Level 1 B-BBEE company committed to its mission of Building Wealth and Changing Lives. Serving over 7,300 business clients nationwide, the company manages R150 billion in insurance premiums...

Company DescriptionASI is South Africa's leading independent provider of advisory services in Health, Wellness, Insurance, Wealth, Retirement, and Investments. ASI is a Level 1 B-BBEE company committed to its mission of Building Wealth and Changing Lives. Serving over 7,300 business clients nationwide, the company manages R150 billion in insurance premiums...

We're are looking for driven Financial Advisors to join our teamWho are we?We are an authorised FSP situated in Claremont that is contracted to Old Mutual. We are currently recruiting Financial Advisors for field environment. We strongly believe in building strong, lasting relationships with our financial advisors. Our key purpose is to provide excellent...

To contribute to Bayport Financial Services growth and profitability by offering financial wellnessconsolidation products and services in line with Bayport's strategy. To improve customers overallfinancial wellbeing through the evaluation of customers financial situation, providing them with financialwellness solutions and educating customers on basic...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. Seniority level Entry level...

Responsible for educating clients on the importance of having a Last Will and Testament. - To help them best utilize their available funds and achieve important monetary goals. - Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets. - Offering strategic advice on products and services, such as...

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to...

Financial Wellness Consultant - Ga - Rankuwa To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. EDUCATION MINIMUM...

Overview To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. EDUCATION MINIMUM...

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee's financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health.To contribute to Bayport...

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee's financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health.To contribute to Bayport...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship.EDUCATIONMINIMUM...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. Show more Show less

Ensure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all agents, as to meet and solve targets, thereby ensuring growth and service delivery according to Bayport Financial Services business and operational strategy. Manage the relationship...

The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals. A minimum of Matric or equivalent A minimum 12...

The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals. A minimum of Matric or equivalent A minimum 12...

Role Summary The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals. Minimum Requirements A minimum of Matric...