Private Client Advisor

2 weeks ago


Polokwane, South Africa The Hiring House Full time

**Responsibilities are, but not limited to**:

- Conduct Client reviews within context of engagement and market all financial services solutions withing the relevant business offering
- Participated in planned activities that are appropriate for own development
- Ensure Compliance to legislative and audit requirements and adherence to relevant processes
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Prevent wastage and identify process improvements to contain and reduce costs

**Qualifications and Experience**
- Minimum Qualifications - Relevant Educational and professional background Degree in Banking, Finance, Economics and Accounting
- RE 5
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3-5 years in similar environment (Strong background in Banking/Investment/Financial Planning/ Wealth Management


  • Student Advisor

    Found in: Whatjobs ZA C2 - 1 week ago


    Polokwane, South Africa CTU Career Chatz Full time

    Job Summary To provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing,...

  • Student Advisor

    Found in: Talent ZA C2 - 3 weeks ago


    Polokwane, South Africa CTU Career Chatz Full time

    Job SummaryTo provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing, database...

  • Client manager

    Found in: Talent ZA C2 - 2 weeks ago


    Polokwane, South Africa Aon Full time

    Client Manager Short term insurance professional? Living or looking to move to Polokwane? We are hiring! Aon South Africa is recruiting a Client Manager in our Commercial Risk division, based, on a hybrid basis, from our offices in Polokwane.  The role of the Client Manager is to build and improve day to day client relationships, handle...

  • Financial Advisor

    Found in: beBee S ZA - 3 weeks ago


    Limpopo, Polokwane, South Africa VKB Group Full time

    VKB Group’s job vacancy, Career and Recruitment Job title : Financial Advisor – VKB Brokers, Polokwane jobs in Limpopo Job Location : Limpopo, Polokwane Deadline : April 28, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description The key purpose of the Financial Planner is to provide holistic financial planning and advice to...

  • Beauty Advisor

    5 days ago


    Polokwane, South Africa Clicks Group Limited Full time

    **Listing reference**: click_015040**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Polokwane / Pietersburg - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - To deliver service excellence through the provision of professional...


  • Polokwane, South Africa PSQUARED RIST SOLUTION Full time

    Vacancy: Old Mutual Retail Sales Franchise is looking to fill the position of: Financial Advisor Description: - We are a Franchise that distributes Old Mutual’ s Retail Mass Market Products through a vast Sales network. We are looking for an experienced, energetic, self-starter Financial Advisors Knowledge and skill - Old Mutual Retail Mass Market...

  • Financial Advisor Limpopo

    Found in: Talent ZA C2 - 3 weeks ago


    Polokwane, South Africa PPS Recruitment Full time

    Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job:This is a...


  • Polokwane, South Africa FirstRand Full time

    Job Description To provide excellent customer experience by welcoming customers, understanding their requirements, and managing the waiting experience by directing customers to the correct channels (eChannel’s and Self Service) based on customer centricity and customer experience best practice - Contribute to cost efficiencies through responsible...

  • Contracts Foreman

    5 days ago


    Polokwane, South Africa Info Personnel Full time

    Junior Contracts Site Foreman required in Polokwane to service the mines and private sector. **Qualifications and experience**: - Matric - Previous supervisory experience as a Junior Site Foreman in a construction environment. - Well spoken. - Strong personality. **The Employee’s main duties as a Contracts Foreman shall be as follows**: - Effective...

  • People Partner

    2 weeks ago


    Polokwane, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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 Summary To...


  • Polokwane, South Africa Fempower Personnel Full time

    **Exciting Opportunity at a Leading Development Finance Institute!** Are you ready to embark on a rewarding journey in the world of finance? Our esteemed client, a distinguished Development Finance Institute (DFI), is on the lookout for an exceptional Investment Associate to join their dynamic team. If you're passionate about driving impactful investments...


  • Polokwane, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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 Summary To...


  • Polokwane, South Africa MACLENCY OFFICE SUPPLIES Full time

    Serves customers by selling products and meeting customer needs. - Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors. - Adjusts content of sales presentations by studying the type of sales outlet or trade factor. -...


  • Polokwane, South Africa MACLENCY OFFICE SUPPLIES Full time

    Serves customers by selling products and meeting customer needs. - Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors. - Adjusts content of sales presentations by studying the type of sales outlet or trade factor. -...

  • Marketing Officer

    Found in: Talent ZA C2 - 1 week ago


    Polokwane, South Africa JDJ Diagnostics Full time

    Job DescriptioneditDuties and Responsibilities.Participates in the design and creation of JDJ Diagnostics marketing strategy in order to advance the organization's services, image, and brand recognition.To ensure brand loyalty, establishes and maintains effective relationships and personal touch with current and potential clients, including physicians at...

  • Tertiary Education Consultant

    Found in: Whatjobs ZA C2 - 1 week ago


    Polokwane, South Africa CTU Career Chatz Full time

    Job Summary Detailed Job DescriptionJob title: Tertiary Education ConsultantsReporting to: Campus Business Development Manager, National Direct Sales Manager & National Business Development Manager.Salary: Basic salary, Petrol card for business related travel, Cell phone, Laptop, Commission & IncentivesHours: 45 hours, Full Time, Normal Hours 08:00am to...

  • Linkage Officer

    4 days ago


    Polokwane, South Africa Anova Health Institute NPC Full time

    Anova is an NGO that empowers people and changes lives. Good health and quality of life is what motivates us to provide healthcare solutions and support for those who need it most. _ - We are looking for a Linkage Officer (Adolescent and Youth Friendly Services) who will promote healthy behavior and prevent risk behavior in adolescents through the...