Branch Advisor FAIS - Cape Town

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. · ...

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.Welcome to FNB, the home of the #changea ...

This is a role that provides a positive customer experience by being helpful and sensitive to customer transactional needs and expectations. · ...

Welcome to FNB, the home of #changeables. We strive to be a trusted partner helping create a better world by providing innovative contextual and integrated financial solutions. · ...

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. · ...

We are looking for someone who can build strong relationships with clients as part of our team in FNB Points of Presence. · You will be surrounded by unique talents in an inclusive environment which values diversity. Our ideal candidate has experience in Client Services Support a ...

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel whilst adhering to policy and process. · Leads identified converted into successful sales. · ...

The Personal Financial Advisor will be responsible for providing financial planning and personal finance advice to clients. · ...

We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team. · Conduct comprehensive financial needs analysis to understand clients' goals and objectives. · Develop personalized financial plans and recommend suitable long-term ins ...

Weve got positions available for Financial Advisors / Team Leaders in the Western Cape. · Purpose of position: · Be part of a team of Financial Advisors to generate and close sales in Government/Stop Order (Persal) markets. · ...

About our client Our client is an established Wealth Management firm that strives to provide a specialist solution to their client s individual financial needs by offering a comprehensive range of services and expertise to manage and grow their wealth. · Prepareandcollatenewclien ...

To deliver exceptional support to a Wealth Manager effectively managing deadline-driven tasks with client-centricity and professionalism. · ...

Identify and target potential commercial clients through prospecting, networking, and referrals. Assess client needs and offer suitable commercial insurance and financial solutions. · ...

The Financial Advisor Commercial Insurance will identify and target potential commercial clients through prospecting networking and referrals assess client needs and offer suitable commercial insurance and financial solutions prepare and present proposals quotes and product optio ...

Insurance sales advisors who are committed and driven can work in this role writing business according to targets set by clients. · ...

To provide a solution orientated service to customers in Short-term Insurance risk and give advice. · To provide solutions for the client's short-term insurance needs in Personal Lines. · ...

To provide solutions for the client's short-term insurance needs in Personal Lines. · Provide a solution orientated service to customers in Short-term Insurance risk and give advice. · Service customers on request and regularly reviewing the client's portfolio in order to build a ...

Educate clients on the functionality of self-service digital solutions whilst solving for their sales and service needs to meet business goals. · ...

Job summary · A financial advisor will deliver personalized solutions to clients helping them achieve their goals. · Create financial plans. · Deliver accurate information. · ...

Our long term insurance and investment product offering has grown significantly over the years. We have now developed a face to face distribution channel with custom made systems processes and products. · ...