Financial Services Management Lead

**PURPOSE OF THE ROLE**: Responsible to assist and empower clients to achieve their lifestyle - and financial goals by initiating and leading client-centric financial planning discussions. To provide future-fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients. Accountable for the advice...

The purpose of this position is to: To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client...

AECI - Good Chemistry values exceptional professionals who can drive business growth through strategic leadership. As our ideal candidate for the Shared Service Center Manager, you will be responsible for leading our Financial Shared Services team to deliver high-quality financial services while driving operational excellence.Key Deliverables:Develop and...

The Podiatry Service Lead role at the Highland Podiatry Centre presents an exceptional opportunity for a highly skilled and motivated Podiatrist to join our team and make a meaningful contribution to patient care. As a lead clinician, you will be responsible for developing and implementing clinical policies, managing staff performance, and ensuring the...

OverviewWe are looking for a seasoned professional to lead our Enterprise Direct capability in a Province, driving growth through effective management of day-to-day operations. As Senior Financial Services Manager, you will deliver value proposition for Enterprise Direct, ensuring customer satisfaction and loyalty.Key ResponsibilitiesTo manage the Provincial...

Job SummaryWe are seeking an experienced Financial Services Coordinator to join our team. The successful candidate will be responsible for coordinating financial services operations and ensuring compliance with regulatory requirements.Main Responsibilities- Coordinate financial services operations, including customer onboarding and account management- Ensure...

About the RoleThis is a challenging and rewarding role that requires strong financial management skills and experience. The successful candidate will be responsible for overseeing the financial affairs of the company, ensuring compliance with relevant laws and regulations, and driving business growth through effective financial planning and management.Duties...

At AECI – Good Chemistry, we are seeking an exceptional Strategic Financial Operations Director to lead our Financial Shared Services team. In this critical role, you will oversee the delivery of high-quality financial services while driving operational excellence.Key Responsibilities:Ensure that FSSC services meet agreed service levels and business...

Job Overview:FNB South Africa is seeking a talented individual to join our Private Banking team as a Financial Services Expert. This role involves managing a portfolio of affluent clients, providing analysis and research, and developing sales and service strategies to drive business growth.About the Role:This position requires a minimum qualification of RE5...

Job SummaryThis is a senior management role that requires a strong leader to oversee a team of financial consultants and drive branch performance. The ideal candidate will have experience in store management or a financial institution, with a focus on achieving sales targets and objectives.Primary Duties:Direct and motivate the consultant team to deliver...

About UsMomentum is a leading financial services provider known for its entrepreneurial spirit and innovative culture. Our mission is to create wealth and preserve it through innovative insurance and income protection solutions.Job OverviewWe are seeking a skilled Retail Business Consultant to join our team. In this role, you will engage with IFAs to...

Job DescriptionWe are seeking a highly skilled Automation Service Portfolio Manager to join our team at H-E Parts. As a key member of our sales team, you will be responsible for building and growing the Automation & Communication service portfolio effectively in covering Hitachi Energy Grid Automation install-based, system, and solutions coverage throughout...

Plan and complete field marketing campaigns after conducting preliminary research - Develop robust knowledge of all product lines/services - Produce various literature, signage, merchandise, and other materials to be used at field marketing events - Maintain relationships with third-party vendors and venues - Negotiate with clients and other third-party...

Plan and complete field marketing campaigns after conducting preliminary research - Develop robust knowledge of all product lines/services - Produce various literature, signage, merchandise, and other materials to be used at field marketing events - Maintain relationships with third-party vendors and venues - Negotiate with clients and other third-party...

Momentum Metropolitan Holdings Limited is committed to creating lasting relationships with our clients and partners.Retail Business Consultant Job RequirementsTo succeed in this role, you will need to possess exceptional communication skills, a deep understanding of the financial services industry, and the ability to build strong relationships with IFAs.The...

A company in Durban is looking for a senior accounting specialist to lead their financial functions.Job Details:The successful candidate will be responsible for developing and implementing financial strategies, managing the accounting function, and leading a team.Responsibilities:Financial planning and analysisCash flow managementRequirements:Completed...

Position OverviewHitachi Energy is seeking an experienced AC Service Sales Specialist to join our team in Southern Africa. The successful candidate will be responsible for developing and implementing sales strategies, promoting upgrades and value-added solutions, and establishing long-term customer relationships.Key ResponsibilitiesDevelop and implement...

Job DescriptionThis role requires an individual to provide advice on a specific range of products to a designated market, while being individually accountable for achieving results through their own efforts.The successful candidate will represent the ideals and values subscribed to by Old Mutual for over 175 years – Integrity, Professionalism,...

Job Description: Bonpak is seeking a skilled General Accountant to support its existing financial team. The ideal candidate will have experience in financial operations, with expertise in reconciliations, month-end cut-off processing, and management of accounts receivables.Key Responsibilities:Prepare monthly management accountsReconcile balance sheet...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Services Professional to join our team in Rustenburg. As a key member of our advisory team, you will play a critical role in driving business growth and development in the North West region.Key ResponsibilitiesDevelop and implement effective marketing strategies to grow and...