... join our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities ...
21 hours ago
Description: Duties include Offer value-added sales to boost revenue and hit sales target Gather accurate customer info, follow up on ordered parts, and keep customers updated throughout the day. Ensure warranty work complies with manufacturer policies. ...
28 days ago
... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... consultation with the Wealth Manager/Advisor Make payments on behalf of ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
12 days ago
... : This position is for a financial advisor managing an existing portfolio for ...
24 days ago
... building strong relationships with financial advisors. Providing clear and accessible guidance ... provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review internal ...
16 days ago