Digital Portfolio Planner - Centurion, South Africa

Only for registered members Centurion, South Africa

3 days ago

Default job background

Job summary

The Digital Portfolio Planner will engage with prospective clients to manage their financial wellness and participate in campaigns to up-sell to the existing client base.

Responsibilities

  • Engage telephonically and digitally with prospective clients to manage their financial wellness
  • Participate in campaigns to up-sell to the existing client base
  • Conduct client financial needs analysis...

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Digital Portfolio Planner

    Only for registered members

    Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. · ...

    Centurion, South Africa

    1 day ago

  • Work in company

    QES Business Partner: Greater Africa

    Only for registered members

    This specialist role requires implementing Zutari's management systems in an assigned portfolio. The incumbent will act as management system auditor across all geographies and business units where Zutari operates. · In the assigned portfolio responsible for the practical implemen ...

    Pretoria

    4 weeks ago

  • Work in company

    QES Business Partner: Greater Africa

    Only for registered members

    The Business Partner is responsible for the practical implementation and certification of Zutari's ISO management systems in an assigned portfolio. · Responsibilities include acting as a management system auditor across the entire business. · Preference will be given to individua ...

    Pretoria

    5 days ago

  • Work in company

    Legal advisor

    Only for registered members

    Send CVs to -Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. · ...

    Pretoria

    1 week ago

  • Work in company

    Event Management Company

    Only for registered members

    Carousel South Africa redefines experiential hospitality by creating a dynamic ecosystem where business converges with entertainment. It offers various venues for corporate groups and community partners. · ...

    Pretoria, Gauteng

    2 weeks ago

  • Work in company

    Legal advisor

    Only for registered members

    We are looking for a skilled Legal Counsel to join our dynamic team. The candidate should have deep expertise in wealth platforms and retail investments. · ...

    Pretoria, Gauteng

    1 week ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth Manager required by client based in Pretoria. · Bachelor's degree. · Postgraduate Diploma in Financial Planning. · CFP (Certified Financial Planner). · ...

    Pretoria, South Africa Full time

    1 day ago

  • Work in company

    Financial Adviser: Independent Solutions

    Only for registered members

    The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. · ...

    Pretoria

    1 month ago

  • Work in company

    Financial Adviser: Independent Solutions

    Only for registered members

    Provide new and existing clients with professional and relevant financial advice planning and products suited to their needs. · ...

    Pretoria, Gauteng

    1 month ago

  • Work in company

    Financial Adviser: Independent Solutions Unit

    Only for registered members

    Build a successful career with us We're all about building strong lasting relationships with our employees We know that you have hopes for your future – your career your personal development and of achieving great things We pride ourselves in helping our employees to realise thei ...

    Pretoria, Gauteng

    1 month ago

  • Work in company

    Financial Planner Jage 2024

    Only for registered members

    We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. · P ...

    Pretoria, Gauteng

    6 days ago

  • Work in company

    Financial Adviser

    Only for registered members

    The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. · ...

    Pretoria, Gauteng

    1 month ago

  • Work in company

    Senior Conceptual Copywriter

    Only for registered members

    We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences. · ...

    Midrand, South Africa

    1 week ago

  • Work in company

    Senior Conceptual Copywriter

    Only for registered members

    We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences. · * Develop original, engaging and innovative concepts and copy for digital, social me ...

    Midrand

    1 week ago

  • Work in company

    Senior Conceptual Copywriter

    Only for registered members

    'Join our dynamic and innovative in-house creative agency working with our client Our team is dedicated to crafting engaging and persuasive content that resonates with audiences across both social digital platforms As a Senior Conceptual Copywriter you will play a pivotal role in ...

    Midrand

    1 week ago

  • Work in company

    Senior Conceptual Copywriter

    Only for registered members

    We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences. · ...

    Midrand

    4 days ago

  • Work in company

    Senior Conceptual Copywriter

    Only for registered members

    We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences. · ...

    Midrand Full time

    1 week ago

  • Work in company

    Customer Experience Partner

    Only for registered members

    Holds end-to-end accountability for the performance of assigned Portfolio and territory. Ensures the implementation of a long-term sales strategy which focuses on maximizing market share, sales target achievement and maintain profitability objectives. · ...

    Midrand Full time

    3 weeks ago

  • Work in company

    Financial Planner

    Only for registered members

    Provide financial planning and wealth management services to high-net-worth clients. · ...

    Roodepoort, South Africa

    3 days ago

  • Work in company

    Financial Advisor

    Only for registered members

    This is a full-time hybrid role for a Financial Advisor based in Hurlingham. · Providing personalized financial planning servicesDeveloping strategies for investments and retirement planningOffering knowledgeable financial advice to clientsConducting financial analysis and managi ...

    Sandton

    1 month ago