Client Experience Specialist – Investments
2 weeks ago
A leading investment firm in Cape Town is seeking an experienced Client Service Representative to enhance client experiences and support compliance with AML/KYC standards. The ideal candidate should have over 5 years of client service experience in financial services, strong communication skills, and a relevant business degree. This role requires a proactive approach to problem-solving in a dynamic environment, offering a market-related salary contingent on skills and experience.#J-18808-Ljbffr
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Client Experience Agent
1 week ago
Cape Town, Western Cape, South Africa 10X Investments Full time R250 000 - R600 000 per yearClient Experience AgentAbout 10X:10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.10X is providing simple, direct low-fee investment solutions. Using an index-tracking investment strategy, we believe investors will...
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Cape Town, South Africa Spane4All Full timeA leading financial institution in Cape Town is seeking an experienced Investment Specialist focused on client relationship management and investment growth. The role requires a minimum of 5 years of banking and investment experience, with an NQF Level 8 qualification and RE5 certification essential. This position offers the opportunity to engage with...
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Cape Town, South Africa Rmb Full timeA leading financial institution based in Cape Town is seeking an experienced Investment Specialist to drive portfolio growth and deepen client relationships. The ideal candidate will possess a minimum of 5 years of banking and investment experience, along with an NQF Level 8 qualification. You will be responsible for managing client portfolios, delivering...
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Investment Specialist
1 day ago
Cape Town, South Africa Absa Bank Limited Full timeEmpowering 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...
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Investment Specialist
6 days ago
Cape Town, South Africa Fnb Namibia Full timeA leading financial institution is seeking an Investment Specialist to drive investment book growth and deepen client relationships. The ideal candidate will have at least 5 years of banking experience and relevant qualifications. Key responsibilities include managing net interest income and providing tailored investment solutions. The role offers a dynamic...
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Investment Specialist
3 weeks ago
Cape Town, South Africa FirstRand Namibia Limited Full time# **Job Description**To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.**Hello Investment Specialist****Welcome to FNB –...
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Investment Specialist
6 days ago
Cape Town, South Africa Fnb Namibia Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...
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Investment Specialist
6 days ago
Cape Town, South Africa Rmb Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client’s requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client’s primary banking institution. Hello Investment Specialist Welcome to FNB – Home of...
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Investment Specialist
6 days ago
Cape Town, South Africa Spane4All Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...
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Investment Specialist
1 week ago
Cape Town, South Africa Moving Heads Personnel Full time**Investment Specialist** **Sandton and Cape Town** Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category. - Manages a portfolio of existing large Corporate clients - Responsible for retention of assets for existing clients - Manages all...