Wealth Adviser Assistant

**Designation**: - Wealth Adviser Assistant | Hermanus, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 03 Dec 2024 **Reference...

A financial services provider is looking for a Commissioned Financial Adviser in Hermanus, South Africa. The role involves understanding customers' financial needs, providing sound advice, and implementing effective financial solutions. Candidates should possess a Senior Certificate, have at least 24 months of financial industry experience, and hold a valid...

**Job description**: To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Office administration: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to client follow up calls when...

**Receptionist (Hermanus)** **Job description**: To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Office administration: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to...

My client, a well know luxury brand is seeking an Assistant Store Manager for their Hermanus branch. The purpose of this role is to assist the Store Manager in the smooth running of the store in order to achieve sales and cost targets. Assisting and advising customers, ensuring that excellent levels of customer care and service are always...

**Job**: Intermediary Financial Consultant **Location**: Hermanus **Salary**: To be discussed Key Accountabilities a) First point of contact for all Marketing leads, to qualify leads into prospective customers. b) Gather, compile, and analyses financial and personal customer data. c) Gain a full understanding of the customers situation and objectives,...

**KEY RESPONSIBILITIES**: - To develop and attain customer experience and sales objectives for the store. - Handle service inquiries from customers. - Provide efficient, courteous customer service and assist in all aspects of product offerings and services. - Sales consultants work with customers to find what they want, ensure a smooth sales process, and...

  - First point of contact for all Marketing leads, to qualify leads into prospective customers. - Gather, compile, and analyses financial and personal customer data. - Gain a full understanding of customer’s situation and objectives, explaining the Group service offering and tactfully guiding and advising them through the decision-making process. - Give...

**Listing reference**: 019805 **Listing status**: Online **Position summary** **Industry**:Wholesale & Retail Trade **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain **Location**:Hermanus **Contract**:Permanent **Remuneration**:Market Related **EE position**:Yes **About our company** - Clicks Group **Introduction** - Are you...

**Key Responsibilities** - **Client Engagement**:_ - Build and maintain strong client relationships through regular interactions. - Conduct needs analysis to understand clients’ financial goals and challenges. - **Financial Planning**:_ - Offer affordable and suitable financial solutions, including life insurance, funeral cover, savings plans, and...