Personalized Financial Solutions Expert

Luxury Financial Solutions Expert is responsible for cultivating and managing objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers, and senior staff members. The role requires a strong understanding of the luxury financial services market, excellent communication skills, and the ability to build strong...

We're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...

At Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.Key Responsibilities:Evaluate employees' financial situations and provide tailored solutions for...

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.Our purpose is to Champion Mutually Positive Futures Every Day, and we believe that a great customer experience is anchored in a great employee experience.About UsWe...

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

Job DetailsJob Summary: We are seeking a Financial Solutions Specialist to join our team. The ideal candidate will have excellent communication skills, a deep understanding of financial products, and the ability to provide tailored solutions to customers.Key ResponsibilitiesAnalyse Customer Needs: Assess customer requirements and preferences to identify...

Company OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.

Client Consultations and SalesEnsure all client interactions are compliant, conducting comprehensive fact-finding, and documenting these findings.Conduct financial needs analyses using e-tools/instruments/systems, providing sound personal financial planning advice, and presenting financial solutions in a professional manner aligned to Treating Customers...

Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

We are seeking a highly skilled Global Travel Solutions Expert to join our team! As a Global Travel Solutions Expert, you will be responsible for delivering exceptional customer experiences, resolving complex customer inquiries, and promoting our travel services.Key Responsibilities:Customer Service:Respond to customer inquiries via phone, email, and chat...

Hilgard Financial Services is seeking a highly motivated Investment Solutions Specialist to join our team. As a key member of our team, you will play a vital role in delivering personalized investment solutions to our clients.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in financial planning,...

About UsAll Stars Placement offers exciting opportunities for talented individuals to join our team as a Technical Solution Expert. We are committed to providing a stable yet exciting workplace environment for individual employees to build and grow their career with our company.We advance the efficiency and safety of the world's surface mining equipment...

Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

As a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.About the Role:This position involves working closely with employees to assess their...

At DSV Road GmbH, we are seeking a skilled Logistics Solutions Expert to join our team. This role will be responsible for identifying and implementing continuous improvement initiatives in all areas of the operation.Main Responsibilities:Implementing CIP through related studies and other methodologies (5S, Lean, TOC, etc.)Developing business cases for...

We are looking for a driven Commercial Insurance Broker to join our team at Mont Blanc Financial Services. In this role, you will be responsible for building and maintaining strong relationships with clients and lead providers, conducting proactive outreach through cold calling, and ensuring the smooth processing of insurance policies.The ideal candidate...

About the PositionSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Wealth Management Specialist to join our...

Credit Gateway Financial Services is a leading player in the FinTech industry, providing innovative financial wellness solutions. We are seeking a Mid-Senior Level C# .NET expert to join our in-house software development team, responsible for designing, developing, and maintaining our .NET core web application.About the JobThe successful candidate will have...

Sanlam Developing Markets (SDM) is a leading financial services provider in the South African entry-level and emerging middle market.We aim to understand the unique needs of our clients and offer a range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.This...

At BetterSure Financial Consultants, we require a Short-Term Insurance Expert to handle non-motor claims. This role involves assessing claims, coordinating with service providers, and ensuring compliance with company policies and regulatory requirements.Job Description:Assess claims validity by reviewing documentation, conducting investigations, and liaising...