Client Engagement Adviser - Western Cape

Purpose · Deliver high-quality client service by handling queries, processing requests, and achieving performance targets related to productivity, quality, and client satisfaction. · Key Responsibilities · Accurately capture and update client information on internal systems. · Ex ...

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. · ...

CAREER OPPORTUNITY · An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our offices in Tygervalley, Cape Town. · WHAT WILL YOU DO? · The Client Engagemen ...

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. · ...

We are recruiting experienced financial advisers on behalf of our partner network. Our partners do things right and are built on integrity and client trust. ...

Role Purpose · The Investments Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/c ...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail ins ...

Leads Coordinator Job Description · This role involves managing leads from various channels (digital referrals campaigns walk-ins outbound lists), qualifying them according to predefined criteria suitability long-term financial products allocating them to advisers capacity licens ...

Now Hiring: Platform Specialist III – Client Services | Cape Town · An exciting opportunity has opened for an experienced Platform Specialist III to join a forward-thinking investment firm based in Cape Town. This permanent role is ideal for a client services expert who thrives i ...

· About LifeCheq · LifeCheq is transforming financial advice across emerging markets through our cutting-edge technology platform. As Africa's largest digital advice platform, we empower over 8,000 financial advisers to deliver holistic, personalised financial planning to the un ...

To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Anal ...

· Insurance Industry · Duties & Responsibilities · Client Engagement Adviser · Tygervalley, Cape Town · An exciting permanent opportunity has become available within Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our ...

Recruiter: · The Recruitment Council · Job Ref: · Wealth Product Speci.. · Date posted: · Wednesday, February 25, 2026 · Location: · tyger valley, Western Cape, South Africa · Salary: · Market Related · SUMMARY: · Wealth Product Specialist · POSITION INFO: · We are seeking a seas ...

A leading financial services company is looking for an experienced Platform Specialist with strong experience in client services, preferably with LISP processes and products, to join their team in Cape Town. This is an exciting opportunity for a commercially astute Platform Speci ...

We are looking for an Internal Communications Lead to develop and execute an internal corporate communication strategy and Annual Operating Plan (AOP) for internal communication in South Africa. The successful candidate will lead on the development and execution of EVP and Inclus ...

Career Opportunity: Technical Product Specialist (Wealth & Investment) · Job Title: Technical Product Specialist (TAS) · Location: Tygervalley, Cape Town · Contract Type: Full-time, Permanent · Industry: Wealth Management / Financial Services · Salary: Competitive Senior Package ...

Executive Career Opportunity: Technical Specialist Product · Location: Tygervalley, Cape Town · Industry: Financial Services (Wealth) · Career Level: Mid-Senior · Salary: Highly Competitive Market-Related CTC Package · Closing Date: November 2025 · Are you a seasoned Wealth Produ ...

We are recruiting an experienced Regional Sales Manager to lead our Western Cape Business Developer team and drive adviser engagement and production. · Proven experience leading a sales team (minimum 2 years) · Strong background in the life insurance industry (minimum 5 years) · ...

Recruiter: · The Recruitment Council · Job Ref: · Wealth Product Speci.. · Date posted: · Wednesday, February 25, 2026 · Location: · tyger valley, Western Cape, South Africa · Salary: · Market Related · SUMMARY: · Wealth Product Specialist · POSITION INFO: · We are seeking a seas ...

About us · 1- is a fast-growing web hosting company in Cape Town with an established customer base, acquired by recognised leaders in the internet services industry. We have the vision and resources to work towards becoming a market leader in SA; this vision is supported by an en ...

The Clinton Health Access Initiative seeks a Technical Advisor for its Solar Financing Programme in South Africa to provide technical oversight and strategic guidance on solar PV and energy efficiency projects. · ...