Investment Planning Expert
7 days ago
You will be accountable for establishing and maintaining professional relationships with stakeholders, including clients, bank personnel, product providers, and adviser support staff. This includes participating in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business. You will also be responsible for assessing client needs through the use of recommended needs analysis tools and preparing recommendations and quotes for appropriate risk and investment solutions.
Personal Qualities and SkillsTo succeed in this role, you must possess excellent communication and interpersonal skills, with the ability to build trust with clients and work collaboratively with colleagues. Strong analytical and problem-solving skills are essential, as well as the ability to think critically and make informed decisions. Proficiency in financial planning software and systems is required, and certification in financial planning would be advantageous.
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Property Investment Expert
2 days ago
Bellville, Western Cape, South Africa Status Staffing Full timeJob OverviewStatus Staffing is seeking a Senior Property Analyst to join their team in Bellville. This role involves analyzing and structuring property investments, conducting due diligence, and compiling investment proposal reports.
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Investment Advisor Professional
5 days ago
Bellville, Western Cape, South Africa RMB Full timeJob OverviewWe are looking for an experienced Investment Advisor Professional to provide expert investment advice to high-net-worth individuals. As part of our Private Banking and Advisory Team, you will be responsible for formulating proposals and advising clients on various financial services.Key Skills and Qualifications:Relevant degree in Investment or...
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Investment Insights Expert
1 day ago
Bellville, Western Cape, South Africa Sanlam Full timeJoin Our Team TodayWe're committed to achieving transformation and embracing diversity. This commitment drives us to create a diverse, inclusive, and equitable workplace, essential for a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.As a Business Analyst,...
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Financial Services Specialist
5 days ago
Bellville, Western Cape, South Africa RMB Full timeJob DescriptionWe are seeking a skilled Financial Services Specialist to join our team. As a key member of our Private Banking and Advisory Team, you will provide expert financial services advice to high-income clients.Key Responsibilities:Formulate proposals for cash management, risk needs, investment planning, estate planning, or other areas to help...
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Wealth Management Consultant
7 days ago
Bellville, Western Cape, South Africa Absa Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Adviser to join our team. As a key member of our advisory services, you will be responsible for providing expert guidance to clients on their financial needs, including investment planning, risk management, and estate planning. Your primary objective will be to help clients achieve their...
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Private Wealth Advisor
4 days ago
Bellville, Western Cape, South Africa FNB Namibia Full timeWe are seeking a highly skilled Private Wealth Advisor to join our Private Banking & Advisory Team. The successful candidate will be responsible for managing a portfolio of affluent clients by providing expert advice on investment and wealth management strategies.Key ResponsibilitiesDeveloping and implementing tailored investment plans to meet client...
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Wealth Management Expert
5 days ago
Bellville, Western Cape, South Africa RMB Full timeJob RequirementsWe are seeking a highly skilled Wealth Management Expert to join our team. As a key member of our Private Banking and Advisory Team, you will provide expert wealth management advice to high-income clients.Key Responsibilities:Analyse financial information obtained from clients to develop a financial plan or proposal using the correct...
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Wealth Manager
2 weeks ago
Bellville, Western Cape, South Africa FNB South Africa Full timeJob DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.FNB introductionWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...
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Wealth Manager
5 days ago
Bellville, Western Cape, South Africa RMB Full timetime left to apply End Date: March 31, 2025 (18 days left to apply)job requisition id R17373Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.FNB introductionWelcome to FNB, the home of the...
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Client Service Expert
5 days ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeAt Sanlam Limited, we strive to provide exceptional services to our clients. Our company is focused on serving retail and corporate clients in South Africa, with a strong emphasis on developing strategic advantages in the local market.The Sanlam Retail Affluent cluster plays a crucial role in delivering financial solutions to various market segments. This...
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Public Relations Expert
23 hours ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeJob DescriptionWe are seeking a highly skilled Public Relations Expert to join our team. As a key member of our communications department, you will be responsible for creating and implementing effective communication plans that meet the needs of our brokers and business units.You will have a strong background in journalism or writing, with at least 6 years'...
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Technical Operations Expert
2 days ago
Bellville, Western Cape, South Africa BCXP Full timeAbout the RoleWe are seeking an experienced Technical Operations Expert to join our team at BCX. In this role, you will be responsible for installing, monitoring, testing, and maintaining Linux and Unix operating systems and infrastructure.You will provide technical support and guidance through planning, implementation, analysis, diagnosis, and problem...
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Sanlam Support Specialist
5 days ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeAs a key member of the Sanlam Limited team, you will play a vital role in delivering exceptional customer experiences. Our company operates in a fast-paced environment, driven by a commitment to innovation and excellence.The Sanlam Retail Affluent cluster offers a diverse range of financial solutions to clients across various market segments. This includes...
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Customer Relationship Advisor
5 days ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeSanlam Limited is a leading provider of innovative financial solutions, serving retail and corporate clients in South Africa. We operate in a dynamic environment, driven by a passion for delivering exceptional customer experiences.The Sanlam Retail Affluent cluster offers a wide range of financial products and services, including life insurance, investment,...
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Safety, Health and Environment Expert
3 days ago
Bellville, Western Cape, South Africa LabourNet Full timeAbout Us:LaborNet is a leading consulting company that specializes in health and safety solutions. We are seeking a Safety, Health and Environment Expert to join our Cape Town team.About the Role:The successful candidate will be responsible for providing advice on overall compliance with OHS legal requirements and mitigating operational losses, fines,...
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Steam and Boiler Control Expert
6 days ago
Bellville, Western Cape, South Africa RNB Placements Full timeJob Summary:We are seeking a Steam and Boiler Control Expert to join our team in Bellville. The successful candidate will be responsible for designing, specifying, testing, and commissioning electrical and electronic control systems for steam and hot water boilers.About the Position:Design and specify electrical and electronic control systems for steam and...
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Digital Transformation Support Expert
6 days ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeJob Title:Project Support AnalystCompany Overview:Sanlam Limited is a leading financial services company that empowers individuals to achieve their financial goals through innovative solutions. With multiple business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office, we...
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D365 Solutions Architect
3 days ago
Bellville, Western Cape, South Africa Sanlam Limited Full timeSanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk...
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Fitness Coach Specialist
22 hours ago
Bellville, Western Cape, South Africa Virgin Active South Africa Full timeJob OverviewVirgin Active South Africa seeks a highly motivated and experienced Personal Trainer to join our team. As a Personal Trainer, you will work closely with clients to develop personalized fitness plans, providing expert guidance on exercise techniques and motivation to achieve their fitness goals.
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Office Operations Manager
6 days ago
Bellville, Western Cape, South Africa TSM Consulting Full timeKey ResponsibilitiesThe successful candidate will be responsible for:Maintenance and Building of Relationships:Work together to create a plan for building relationships and achieving our goals.Help arrange meetings for planning strategies and operations.Organizing Experts for Business Intelligence and Analysis:Help spot market trends and patterns.Help...