Financial Service Specialist
3 days ago
At Momentum Metropolitan Holdings Limited, we are seeking a skilled Financial Service Specialist to join our team.
Job OverviewThe successful candidate will be responsible for enthusing clients and Independent Financial Advisors (IFAs) through our brand, services, and digital platform.
Key Responsibilities- Develop in-depth knowledge of our target audience, their landscape, competitor influences, and critical moments of truth.
- Build long-lasting relationships with IFAs and convert non-active supporters into active ambassadors.
- Empower IFAs through coaching and learning, focusing on investment consultancy and financial planning.
- Influence the perception of Momentum as thought leaders and a reliable source of information in the industry.
- A 3-year BCom degree in Business Management or Investments is essential, while an Honours degree is advantageous.
- Candidates must have 3-5 years of experience in the financial service industry, including investments.
- Experience in Momentum Investments is highly valued.
- Strong knowledge of investments and wealth management in SA and international markets.
- Proven track record in dealing with clients and/or IFAs in a practice management environment.
- Technology savvy with excellent analytical and problem-solving skills.
This is a fantastic opportunity for a motivated individual to take on a challenging role in a dynamic industry. The successful candidate will be expected to work closely with our team to develop and implement strategies that drive business growth and customer satisfaction.
-
Financial Services Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Gap Consulting Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Gap Consulting. As a key member of our financial services division, you will be responsible for managing a portfolio of clients and ensuring that tasks are completed within agreed timeframes and quality standards.Key Responsibilities:Manage a portfolio of clients and ensure...
-
Financial Services Sales Specialist
3 weeks ago
Pretoria, Gauteng, South Africa Kontak Recruitment Full timeJob OverviewWe are seeking a skilled Financial Services Sales Specialist to join our team at Kontak Recruitment. As a key member of our sales team, you will be responsible for managing warm leads and closing deals in the financial services sector.
-
Professional Financial Services Specialist
1 month ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeAt Numeral XII (Pty) Ltd., we are seeking a highly skilled Professional Financial Services Specialist to join our dynamic team. The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional results.Key Responsibilities:Develop and maintain a strong network of industry contacts and represent the...
-
Junior Financial Services Specialist
4 weeks ago
Pretoria, Gauteng, South Africa Master Business Associates Ltd. Full timeWe are seeking a highly motivated and detail-oriented Junior Financial Services Specialist to join our team at Master Business Associates Ltd.About the Role:This is an excellent opportunity for someone looking to start their career in finance and gain valuable experience working with clients.As a Junior Financial Services Specialist, you will be responsible...
-
Financial Services Specialist
1 month ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Numeral XII (Pty) Ltd. As a key member of our sales team, you will be responsible for selling and marketing our products to the public, as well as building and maintaining a network of clients.Key Responsibilities:Reach sales targets and sell Discovery products to the...
-
Claims Processing Specialist
3 weeks ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeWe are seeking a Claims Processing Specialist to join our team at Numeral XII (Pty) Ltd. in Pretoria. This role is responsible for ensuring that client claims are captured correctly within Service Level Agreements (SLA), with a focus on delivering excellent service and meeting client expectations.The ideal candidate will have a strong background in financial...
-
Financial Services Specialist
3 days ago
Pretoria, Gauteng, South Africa Old Mutual Full timeAt Old Mutual, we are seeking a highly skilled Financial Services Specialist to join our team in Gauteng. In this role, you will be responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual products.Key...
-
Financial Services Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Pillango Placements Full timePillango Placements is seeking a highly skilled Financial Services Specialist to join their team in Pretoria.Estimated salary for this position is R250,000 - R350,000 per annum.About the RoleThis role involves performing accounting and tax related duties, managing an accounting portfolio, and providing insights and reviews of the portfolio's month-to-month...
-
Pretoria, Gauteng, South Africa FSCA South Africa Full timeJob TitleA Strategic Financial Services Compliance Specialist role is available in the Investment Providers Department at FSCA South Africa.About the RoleThe successful candidate will be responsible for analysing annual financial statements and other statutory returns of Financial Services Providers to ensure that proper reporting standards have been...
-
Pretoria, Gauteng, South Africa City of Ekurhuleni Full timeWe are seeking a skilled Financial Services Specialist to join our team in Gauteng. In this role, you will be responsible for performing bank reconciliations, analyzing statements, and updating debtor accounts.Key ResponsibilitiesReconcile bank statements with financial system recordsAnalyze statements to identify discrepancies and errorsUpdate debtor...
-
Key Account Financial Services Specialist
3 days ago
Pretoria, Gauteng, South Africa Sanlam Group Full timeJob SummaryA key role has opened at the Sanlam Group, offering a unique opportunity to grow your career in financial services. As a Key Account Financial Services Specialist, you will be responsible for delivering exceptional client service and driving sales growth in Gauteng.About the RoleWe are seeking an experienced professional to join our team as a Key...
-
Pretoria, Gauteng, South Africa Absa Group Limited Full timeJob Title: Relationship Banking Financial Services SpecialistWe are seeking a skilled Financial Adviser: Relationship Banking to join our team at Absa Group Limited.Estimated Salary: R1,200,000 - R1,800,000 per annumAbout the RoleThis role involves delivering day-to-day knowledge work to execute predefined objectives as per agreed standard operating...
-
Financial Compliance Specialist
2 months ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Title: Financial Compliance SpecialistbeBee Professionals is seeking a skilled Financial Compliance Specialist to join our team in Pretoria. The successful candidate will be responsible for ensuring compliance with applicable laws and regulations, providing financial advice and services to our clients.Key Responsibilities: Ensuring compliance with...
-
Financial Management Specialist
1 month ago
Pretoria, Gauteng, South Africa Network Recruitment Full timeJob Title: Financial Management SpecialistNetwork Recruitment is seeking a skilled Financial Management Specialist to join their team. The ideal candidate will have experience in financial services, financial technology, and business financing.Key Responsibilities:• Accurately record financial general ledger entries• Reconcile bank statements with...
-
Fleet Sales and Account Growth Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Service Solutions Full timeService Solutions is seeking a Fleet Sales and Account Growth Specialist to join their well-established team in Pretoria.The successful candidate will be responsible for:Expanding the existing client base through strategic sales initiativesSourcing new business opportunities that align with the company's goalsProviding quotations to clients while ensuring...
-
Financial Planning Specialist
3 days ago
Pretoria, Gauteng, South Africa Sanlam Group Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our team, you will be responsible for providing expert financial advice and planning services to our clients.Job Description:Develop and implement personalized financial plans tailored to each client's unique...
-
Cleaning Specialist
3 weeks ago
Pretoria, Gauteng, South Africa Prestige cleaning service Full time R7 000 - R7 500 per monthPrestige cleaning service is a prestigious company that offers exceptional office cleaning services. As a Cleaning Specialist, you will be responsible for maintaining a clean and hygienic work environment for our clients. We are seeking a highly motivated and detail-oriented individual who can ensure that our high standards are met.The ideal candidate will...
-
Financial Growth Specialist
3 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeRole OverviewWe are seeking a skilled and ambitious Financial Growth Specialist to join our dynamic team at Liberty Standard Bank Group.About the RoleThis is an exciting opportunity for a results-driven professional with exceptional sales acumen, negotiation skills, and a strong ability to build relationships. As a Financial Growth Specialist, you will be...
-
Pretoria, Gauteng, South Africa Financial Intelligence Centre Full timeJob Title: Cyber Threat Intelligence SpecialistFinancial Intelligence Centre is seeking a highly skilled Cyber Threat Intelligence Specialist to join our team in Pretoria, Gauteng. This role is an exciting opportunity for someone who wants to make a real impact in the field of financial intelligence.We are looking for an individual with extensive experience...
-
Pretoria, Gauteng, South Africa City of Ekurhuleni Full timeJob Title: Financial Administrator: Non Metered Billing Services SpecialistAt the City of Ekurhuleni, we are seeking a highly skilled and experienced Financial Administrator to join our team in Gauteng. The successful candidate will be responsible for executing effective financial administrative and clerical tasks to ensure overall alignment with the...