Senior Client Investment Specialist

Senior Mobility Specialist - KwaZulu-Natal - Benchmark Senior LivingBenchmark Senior Living KwaZulu-Natal1 day agoJob title: Van DriverDescriptionAbout UsBenchmark Senior Living is a leader in providing exceptional care and support to senior residents. We offer a comprehensive range of options including Independent Living, Assisted Living, Mind and Memory...

About the RoleThis is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I). The Fund & Investment Specialist (FIS) aims to activate and increase the number of investment planners in the market, secure more business inflows, and enhance net client cash flow from these...

Role SummaryWe are seeking an experienced Insurance and Investments Specialist to join our team at Ultra Personnel. In this role, you will be responsible for providing expert advice on life and short-term insurance needs to clients across various industries.Key QualificationsMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent.Prior...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To identify Investment opportunities and grow the Bank’s deposit book by either analysing existing FNB clients’ requirement or by acquiring...

Job title: Fund and Investment SpecialistJob Location: KwaZulu-Natal, DurbanDeadline: April 06, 2025Job DescriptionRole overviewThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I). The Fund & Investment Specialist (FIS) endeavours to activate and increase the...

Job title : Fund and Investment SpecialistJob Location : KwaZulu-Natal, DurbanDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Job Description Role overviewThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).  The Fund &...

We are looking for an experienced Financial Accountant to join our team at AD Hoc Client. This is a senior role that requires strong accounting skills and experience in financial management.Key Responsibilities:Audit ready monthly accountsReview of accounting data capture, creditors recon & paymentsIndividual balance sheet recon & account packs...

We are currently seeking a highly skilled Investment Finance Specialist to join our KZN Regional Office team on a 12-month fixed-term contract. As an Investment Finance Specialist, you will be responsible for performing financial and commercial assessments as well as providing recommendations and comments to Investment Associates and the Regional Manager on...

**Finance ~ Banking** **Durban** ***: **Investment Execution Specialist - Durban** **Contract Position** **Market Related Salary** Our Client is looking for someone who is highly experienced and suitably qualified to assist with deal execution on a temporary basis. Responsible for sourcing and screening investment opportunities, executing and closing...

Momentum is a financial services provider with a strong entrepreneurial spirit and innovative culture. Our goal is to help individuals create and preserve wealth through our insurance, income protection, and investment products.Job DescriptionThe Investment Consultant will craft meaningful partnerships with independent financial advisors (IFAs) to provide...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Investment Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients and the marketplace. - Resolve...

We are seeking a dynamic and results-driven Business Development Specialist to join our team at Telesure Investment Holdings. In this role, you will be responsible for identifying business opportunities and developing strategies to drive growth and revenue.The successful candidate will have strong analytical and problem-solving skills, as well as the ability...

Job DescriptionWe are seeking a Telephonic Sales Specialist to join our team at Telesure Investment Holdings. The successful candidate will be responsible for developing and maintaining customer relationships through telephonic sales.Key ResponsibilitiesConduct needs analysis and propose customer solutions.Make presentations to customers and ask relevant...

Job DescriptionWe are seeking an experienced Financial Advisor to join our team in Riseup Management. The ideal candidate will have a proven track record of success in financial planning, investment management, and client relationship building.The successful candidate will be responsible for providing expert advice and guidance to clients on various aspects...

Our MissionWe strive to provide exceptional financial advisory services to our clients, utilizing our expertise in financial planning, retirement planning, and investment management.As a Financial Adviser at Sanlam, you will be responsible for providing day-to-day financial advisory services, leveraging your skills in financial planning and finance.

F and G Sourcing Specialist is assisting a reputable **Marketing and Media client** that is seeking a skilled **Senior Copywriter **to join their company that is based in **Riverhorse Valley, Durban.** They are looking for a highly talented, passionate, and motivated individual to join their team to work on some of SA’s most loved FMCG and Fashion retail...

The Recruitment Council is seeking an experienced Investment Management Professional to join our team. As an Investment Management Professional, you will play a crucial role in guiding clients towards achieving their financial objectives through effective investment strategies.Purpose of PositionYou will be responsible for analyzing clients' financial...

About UsAbsa Group is committed to empowering individuals, businesses, and communities to achieve their full potential. We offer a range of products and services that cater to diverse needs, from personal and business banking to corporate and investment banking, wealth and investment management, and insurance.Our mission is to be the most trusted and...

About Juner Financial ServicesWe are a financial broker dedicated to offering expert financial services and assistance in insurance and investment. Our goal is to provide individuals with the knowledge and tools they need to achieve their long-term financial objectives.Role OverviewThis full-time on-site role for a Financial Advisor involves bringing in...

**_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_ Alternative Application Methods: (Completed Curriculum Vitae to be submitted)_** Post: E-mail: Fax: before the closing date of...