Investment Consultant

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA**Disclaimer** -...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

Join this asset manager as an Operational Consultant in Durban. This successful individual would need to provide administrative and secretarial support to the consulting team. The successful candidate will handle basic client queries and complaints. Liaise with other internal departments, clients, and third-party service providers like insurers & investment...

**Key Responsibilities:**As a Financial Adviser with Liberty Standard Bank Group 2, you will be responsible for building and maintaining client relationships, providing expert financial guidance, and implementing personalized financial plans to help clients achieve their financial objectives.**Key Responsibilities Include:*** Conducting client consultations...

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who...

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who...

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who...

Unlock Your Potential as a Financial Adviser"START a new career as a highly skilled and in-demand Financial Adviser with Liberty Standard Bank Group 2. Our company invests heavily in its employees, providing exceptional training, development, and mentorship opportunities to ensure you reach your full potential.About the Role:We are seeking a driven and...

Company Description NielsenIQ is a global measurement and data analytics company that provides the most complete and trusted view available of consumers and markets worldwide. We provide consumer packaged goods manufacturers/fast-moving consumer goods and retailers with accurate, actionable information and insights and a complete picture of the complex...

**Who are we?** SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:...

Role Overview:The Client Relationship Officer will be responsible for managing relationships with existing clients, as well as identifying and pursuing new business opportunities.Key Responsibilities:Contacting allocated qualified leads and setting up appointments with potential clients.Attending to all client queries and requests in a timely and...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

At Liberty Standard Bank Group 2, we are committed to helping our clients achieve financial freedom and success. As a Graduate Financial Adviser, you will play a key role in this process by providing sound professional advice and developing personalized plans based on each client's unique financial situation.About the RoleThis is an exciting opportunity for...

**Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

**Position Overview**: **Specific Role Responsibilities**: - Promotes, sells & secures vehicle orders from existing and prospective customers through a relationship-based approach. - Demonstrates products and services to existing/potential customers and assists them in selecting those best suited to their needs. - Introduce, with presentations, Kia Fleet...

**Are you passionate about growing your career in the call center industry? Do you have a drive to succeed and a passion for generating leads? Maluti Consulting, a fast-growing company located in the heart of Umhlanga Rocks, is looking for enthusiastic and driven individuals to join our team of Lead Generation Consultants.** As a leader in the financial...

A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities: Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

**Who are we?** **What will you do?** - Manages individuals within a team e.g. call centre agents / consultants within the communication centre. Ensures that the team reaches target by monitoring individual performance on a constant basis. Very knowledgeable on all aspects of the products, processes and systems. Mentors team and gives constant real-time...

**Who are we?** SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...