Financial Services Professional
7 days ago
As a Private Banker at Absa Group, you will play a key role in building and maintaining strong relationships with high net worth individuals. Your primary objective will be to achieve financial targets, acquire new clients, and improve customer experience within the scope of the bank's regulatory and compliance frameworks.
You will be responsible for owning the primary relationship with clients, being their main contact point and working collaboratively with specialists to ensure they experience the full spectrum of our value proposition.
- You will ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation.
- You will respond and execute on immediate client requests, ensuring you fully understand their needs.
- You will secure new business through interaction with current and prospective clients and leads generation, ensuring new clients are fully onboarded.
- You will ensure retention of clients by applying appropriate remedial actions where necessary.
- You will consistently achieve customer satisfaction scores as per agreed thresholds by ensuring customers are appropriately serviced in line with our value proposition.
- You will develop and implement strategies to drive customer satisfaction and loyalty, ensuring clients remain satisfied and continue to do business with us.
- You will work closely with colleagues and stakeholders to deliver a seamless client experience, ensuring their needs are met and exceeded.
- You will develop and maintain a deep understanding of client needs and preferences, using this insight to inform business development initiatives.
- You will provide ongoing support and guidance to clients, ensuring their continued satisfaction and loyalty.
- You will develop and implement business development strategies to drive growth and revenue, identifying and pursuing new opportunities to expand our client base.
- You will work closely with colleagues and stakeholders to deliver a comprehensive range of services to clients, ensuring their needs are met and exceeded.
- You will develop and maintain a deep understanding of market trends and competitor activity, using this insight to inform business development initiatives.
- You will provide ongoing support and guidance to clients, ensuring their continued satisfaction and loyalty.
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Financial Services Professional
2 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time**Job Description**Become trained and skilled to perform the Financial Adviser role effectively and efficientlyHelp clients identify and achieve their financial dreams by tailoring a financial plan that covers investments, insurance, and retirement planningCreate and protect the financial security and wealth of clients**Essential Skills and...
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Financial Professional
11 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full timeCompany Overview\Lonfin Wealth is an accredited Sanlam Franchise, dedicated to providing exceptional financial services to our clients.\Job Description\We are currently seeking highly skilled and experienced Financial Advisers to join our team. As a Financial Adviser at Lonfin Wealth, you will be responsible for providing expert advice on various financial...
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Financial Services Agent
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeWe are seeking a highly skilled and results-driven Financial Services Agent to join our team at Old Mutual South Africa. As a key member of our team, you will be responsible for providing exceptional customer service, developing and executing sales plans, and contributing to the growth and success of our business.Key ResponsibilitiesProvide exceptional...
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Financial Services Specialist
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full timeA Career Advancement Opportunity awaits at our renowned insurance company!About Us:We believe in the African opportunity and strive to create a diverse workforce that reflects this.Job Responsibilities:You will serve as a liaison between our company and valued customers, working tirelessly to understand their financial needs and provide tailored...
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Financial Services Specialist
6 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeDelivering Exceptional Customer ExperienceAs an Experienced Financial Advisor with Old Mutual South Africa, you will be instrumental in shaping the financial futures of our clients by providing expert guidance and innovative solutions.Your key responsibilities will include:Identifying and pursuing new business opportunitiesExpanding sales of existing...
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Financial Adviser
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeJOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice...
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Financial Planner
1 week ago
Pietermaritzburg, KwaZulu-Natal, South Africa Sanlam Group Full timeJob title : Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areasJob Location : KwaZulu-Natal, PietermaritzburgDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning...
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Senior Financial Consultant
4 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeWe are seeking a highly skilled and motivated Senior Financial Consultant to join our team at Liberty Group Ltd.Job DescriptionThe ideal candidate will have a passion for the financial services industry and aspire to be a leader in their chosen profession. As a Senior Financial Consultant, you will be responsible for assisting clients' needs by conducting an...
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Senior Financial Reporting Professional
7 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Hire Resolve Full timeResponsibilitiesFinancial Statement Preparation: Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.Closing Activities: Conduct monthly, quarterly, and annual financial closing activities, ensuring accuracy and completeness of financial data.Reconciliations: Perform account reconciliations and...
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Strategic Financial Consultant
6 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeEstablished Financial AdvisorWe are seeking a seasoned professional to champion our valued customers in achieving their lifetime goals.This role is about identifying customer financial needs, providing sound advice, and implementing tailored financial plans.Procure new business opportunitiesExpand sales of existing products and services with clientsMainly...
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field service team leader
3 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Red Cat Recruitment Full timeRedCat Recruitment is seeking a FIELD SERVICE TEAM LEADER (ELECTRICAL) for a well-established company, position based in Pietermaritzburg, KwaZulu-Natal.JOB DESCRIPTIONGrade 12.Valid drivers license.Person must be fluent in English (speaking, reading, writing).Competent computer skills (MS Office, Email / Internet). Working experience on the Kerridge...
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field service team leader
1 week ago
Pietermaritzburg, KwaZulu-Natal, South Africa Red Cat Recruitment Full timeRedCat Recruitment is seeking a FIELD SERVICE TEAM LEADER (ELECTRICAL) for a well-established company, position based in Pietermaritzburg, KwaZulu-Natal.JOB DESCRIPTIONGrade 12.Valid drivers license.Person must be fluent in English (speaking, reading, writing).Competent computer skills (MS Office, Email / Internet). Working experience on the Kerridge...
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Business Development Professional
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeOld Mutual South Africa is a forward-thinking company that recognizes the importance of diversity and inclusion in the workplace. We are committed to creating a culture where everyone feels valued, respected, and empowered to contribute their best work. As a Business Development Professional, you will play a critical role in driving business growth and...
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Pietermaritzburg, KwaZulu-Natal, South Africa Groupe CFAO Full timeAbout UsGroupe CFAO is a leading provider of industrial equipment and services. We are committed to delivering high-quality products and services that meet the evolving needs of our customers. As a Material Handling Equipment Servicer, you will play a critical role in ensuring the smooth operation of our equipment and providing exceptional customer...
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Financial Adviser
3 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeIf you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty. Duties: New business development Financial needs analysis Relationship building Build a professional practice under the Liberty brand Lead the...
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Personal Financial Strategist
4 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeLiberty Group Ltd is seeking a highly motivated Personal Financial Strategist to join our team.Job OverviewThe ideal candidate will have a passion for helping individuals achieve their financial goals and aspirations. As a Personal Financial Strategist, you will be responsible for assessing clients' financial situations, developing personalized financial...
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Financial Manager
3 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Hewitt Colenbrander Recruitment HC Recruit Full timeKey Responsibilities: Oversee accounting functions, including preparing and reporting monthly management accounts. Manage financial aspects of capital projects, ensuring proper tracking, reporting, and budget adherence. Reconcile service accounts (electricity & water) monthly and ensure accurate cost recovery. Prepare and coordinate annual budgets while...
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Financial Career Opportunities
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time**Company Overview:**Lonfin Wealth is an accredited Sanlam Franchise. We are a professional organization with a national footprint, offering multiple income streams to assist you in setting up a sustainable practice.**Job Description:**We are seeking an ambitious self-starter to partner with us and take your career to the next level. As a Financial Career...
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Fitness Professional
7 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Virgin Active South Africa Full timeJob DescriptionTo inspire people to live active lives, our team seeks a dedicated Fitness Professional who will promote our world-class fitness products and increase member retention through effective new member induction. This role will also be responsible for promoting existing and new fitness initiatives as well as products and services to members.
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Financial Services Relationship Builder
4 hours ago
Pietermaritzburg, KwaZulu-Natal, South Africa PPS Recruitment Full timeJob Summary:We are seeking an experienced Sales Business Development Manager to join our team. As a key member of our business development team, you will be responsible for building and maintaining relationships with Life Assurance Intermediaries.Key Responsibilities:Develop and execute business development strategies to grow our intermediary baseBuild and...