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10.08.2024
Branch Consultant/Financial Advisor - Port Sheptsone
Port Shepstone
... risks. In-branch client service and client retention Responsible for servicing and managing all client profiles to ensure clients remain on the books. Send payment reminders, conduct follow-ups, and remain in contact to address potential queries. Gain insight into client risk profiles to ...
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Sanlam Limited
25.06.2024
Financial Advisor-Port Shepstone(Commission Only)
Port Shepstone
... risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently ...
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Sanlam Limited
06.09.2024
Sanlam Financial Adviser : South Eastern Cape
Gqeberha
... risk managementClient relationship managementFinancial planning and recommendations Personal Attributes Communicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing ...
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Sanlam
30.08.2024
Financial Advisor-Port Shepstone(Commission Only)
Port Shepstone
... solutions.The purpose of the role is to provide clients with professional financial advice, planning, and products suited to their needs. This includes maintaining and servicing clients to build loyalty and generate ongoing sales, all while adhering to compliance and ethical standards.What will ...
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Sanlam Limited
09.08.2024
Service Advisor - Clicks Port Shepstone Mall
Port Shepstone
... risk and compliance management procedures. Knowledge of customer service excellence. Knowledge of labour legislation and IR practices. Knowledge of competency based interviewing. Results and target driven. Sound managerial skills. Planning and organising skills. Problem-solving skills. Strong ...
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Clicks Group Limited
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