Banking and Financial Services Professional
2 days ago
Matriq Pty is a forward-thinking financial institution that values innovation and excellence. We are seeking an experienced Sales and Service Specialist to join our team and contribute to our continued success.
In this role, you will be responsible for:
- Delivering exceptional customer service and meeting sales targets
- Developing and maintaining strong relationships with clients and stakeholders
- Identifying new business opportunities and driving revenue growth
- Collaborating with internal teams to deliver seamless customer experiences
To succeed in this role, you will need:
- 2-5 years' experience in a sales and service or deal-making environment in the banking sector
- Proven ability to develop and maintain strong relationships with clients and stakeholders
- F AIS Regulatory Exam qualification
- Exceptional communication and negotiation skills
We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.
-
Career Opportunities in Financial Services
4 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeHilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in...
-
Pretoria, Gauteng, South Africa Professional Appointments Full timeProfessional RequirementsWe are looking for a highly skilled Accounting and Tax Coordinator with a strong background in accounting and taxation. The ideal candidate will have excellent analytical and communication skills, the ability to work in a fast-paced environment, and a passion for delivering high-quality results.Key ResponsibilitiesPreparation of...
-
Executive Financial Advisor Professional
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...
-
Relationship Banking Professional
4 days ago
Pretoria, Gauteng, South Africa Source Point Staffing Full timeTransforming Africa's future, one relationship at a time.A local bank with regional and international expertise, we offer a unique opportunity for career growth and development. As a Relationship Banking Professional, you will be responsible for managing client relationships and providing expert advice on investment banking products.Job OverviewWe are...
-
Entry-Level Finance and Sales Professional
4 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeWe are seeking a highly skilled Finance and Sales Professional to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory...
-
Professional Investment Solutions Specialist
4 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeHilgard 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,...
-
Financial Planning and Advisory Role
4 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeWe are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...
-
Advisory Services Manager
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeOur TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...
-
Senior Financial Advisor
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...
-
Financial Services Professional
2 days ago
Pretoria, Gauteng, South Africa Development Bank Of Southern Africa (Dbsa) Full timeJob SummaryThe Development Bank Of Southern Africa (DBSA) is seeking a skilled Banking Operations Specialist to join our team. As a key member of our operations department, you will be responsible for conducting transactions with speed, accuracy, and efficiency, meeting or exceeding service quality standards while safeguarding bank assets assigned to...
-
Financial Services Representative
6 hours ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeBetterSure Financial Consultants is committed to providing excellent client service through its team of dedicated professionals. As a Life Claims Consultant, you will play a critical role in managing life insurance claims and ensuring smooth and empathetic claims resolution.Key Responsibilities:Process and manage life insurance claims efficiently,...
-
Wealth Management Professional
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...
-
Employee Financial Wellbeing Advocate
1 week ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeAs 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...
-
Financial Planning Expert
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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...
-
Strategic Financial Consultant
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeWhy Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...
-
Commercial Banking Executive
4 days ago
Pretoria, Gauteng, South Africa Absa Group Full timeJoin Our TeamWe are seeking a highly skilled and experienced professional to join our team as a Commercial Banking Executive. As a member of our Commercial Banking team, you will be responsible for managing a portfolio of Small Business clients and delivering exceptional customer service.Main Responsibilities:Manage a portfolio of Small Business clients and...
-
Senior Wealth Management Professional
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeAbout UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...
-
Financial Wellness Expert
1 week ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeAt 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...
-
Financial Planning Expert
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob 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...
-
Senior Financial Wellness Consultant
3 weeks ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob 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...