348 Banking Advisor jobs in South Africa
Banking Advisor
Posted 11 days ago
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Job Description
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDE - (Affluent)
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
You Will Be An Ideal Candidate If You
- Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
- A person must not be unrehabilitated insolvent.
You Will Have Access To
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We Can Be a Match If You Are
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to. Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
- Comply with relevant statutory, legislative, policy, and governance requirements and set processes and procedures related to your specialization.
Are you interested to take the step? We look forward to engaging with you further. Apply now!
Additional Requirements
In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.
Job Details
Take note that applications will not be accepted on or after 06/07/25. Kindly submit applications ahead of this date.
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.
#J-18808-LjbffrBanking Advisor
Posted 11 days ago
Job Viewed
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Welcome to FNB, the home of the chargeables.
We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to third parties.
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#FNB
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
31/08/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
#J-18808-Ljbffr
Financial Services Customer Service Consultant
Posted 19 days ago
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Job Description
Location: Roodepoort - Office Based
Role: Financial Services - Trade Credit Insurance - Customer Service Consultant
A leading privately owned Financial Services company specialising in Trade Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their dynamic team! The company offers a fast-paced, fun, innovative and agile environment.
Duties & ResponsibilitiesTo qualify for this exciting opportunity you will need the following:
- A degree in Commerce (BCom, Business Administration Degree, Finance Degree).
- At least 2 years experience in the trade credit insurance industry with insurer or broker (B2B), trade finance.
- A minimum of 3 years in a service delivery environment.
- Excellent business acumen.
- Solid understanding of Trade Credit Risk.
- Strong financial acumen.
- Very strong communication skills and solid exposure in dealing with enterprise/corporate clients and Insurers.
R 15 000 - R 25 000 - Monthly
#J-18808-LjbffrFinancial services customer service consultant
Posted today
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Customer Service
Posted 6 days ago
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Customer Service
Posted 15 days ago
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Job Description
A well-established digital printing company in Epping, Cape Town invite applications for a level customer service/production coordinator preferably from a retail print background to administer key account logistics and campaign implementation. Previous experience in printing (digital, screen and litho) manufacturing and finishing processes is essential.
Responsibilities:
- Receive production requests and prioritise accordingly to meet deadlines
- Read, process, comprehend, and follow the detailed written and verbal instructions of the customers prior to starting the job to assure the job is done correctly and to clients satisfaction
- Work with production staff and sales staff to ensure customer expectations are met
- Manage account services through quality checks on client products and follow-up with timeous communication
- Coordinating delivery schedules, arranging collections, installations of products and services
Required:
- Previous experience in printing (digital, screen and litho) manufacturing and finishing processes essential.
- Aptitude to learn quickly
- Must be able to multi-task
- Must be able to work independently
- Excellent written and communication skills
- Strong customer service skills
- Detail oriented, organised, and deadline-driven
- Must be able to work extended hours to meet campaign deadlines if necessary is non-negotiable
- Previous project management experience will be an advantage
- Must have driver's licence and own transport
If you meet the above requirements please send Cv's to '>
Customer Service
Posted 19 days ago
Job Viewed
Job Description
Remuneration: R12,600
Monthly bonus: R2,000
The most important requirements for this role:
- You must have and love a cat.
- Be able to work 2 Sundays per month
- At least one year's contact centre experience (or be a really impressive communicator if you don’t have formal experience).
- You must have a fast broadband connection with good upload and download speed.
- You must be able to communicate effectively in English to customers from the UK.
- You must love cats! This is a role for someone who has a passion for customer service and a passion for cats.
About the company:
Our company is one of the leading premium cat food brands in the UK, renowned for our commitment to using real meat in our recipes. We pride ourselves on being the best and only meat-only premium cat food, dedicated to providing the highest quality nutrition for cats. Our mission is to ensure that every cat receives the best possible diet, and we are looking for purr-fectly passionate individuals to join our team and contribute to this goal.
Who we are looking for:
We are seeking individuals who are enthusiastic about customer service and share our love for cats. The ideal candidate will have:
- Experience in a contact centre environment, showcasing their ability to handle customer inquiries and provide exceptional service.
- A cheerful personality and a pleasant, clear voice that makes customers feel welcome and valued.
- Strong computer literacy, ensuring you can navigate various software and systems with ease.
Requirements:
To successfully perform the role of a home-based customer service representative, you will need:
- A quiet office space at home, free from distractions, with a reliable fibre internet connection.
- A laptop or desktop computer that meets our technical specifications.
- Back-up power solutions to protect against load shedding, ensuring you can work uninterrupted.
If you’re feline like this is the purr-fect role for you and you’re ready to join a company that values both customer service and feline friends, please send your CV to with the reference: CC07/07 in the title.
We look forward to welcoming a new member to our dedicated team of cat enthusiasts! Don’t paws, apply now and make this oppawtunity your
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Financial Manager: Group and Advice
Posted 1 day ago
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- Lead accurate and timely financial reporting for the Group and Advice business.
- Partner with Exco, Regional Heads, Advisors, and external stakeholders (Auditors, Investors, Funders, Lawyers).
- Drive budgeting, forecasting, and financial planning .
- Take full responsibility for Debtors management and Annual Financial Statements .
- Co-ordinate and manage audits, group consolidations, and IFRS compliance .
- Oversee long-term share incentive schemes and liaise with regulators.
- Lead, mentor, and inspire a seasoned finance team to deliver results.
- Support strategic decision-making with insightful, data-driven reporting .
- CA (SA) Non-negotiable.
- 13+ years in finance, with Private Client Wealth experience (post articles).
- Solid knowledge of IFRS, Group Consolidation, Tax (Corporate, Employee, VAT) and Companies Act requirements.
- Proficiency in Microsoft packages (Accpac/Pastel advantageous).
- A detail-oriented, analytical, and results-driven mindset .
- The leadership to manage competing demands and inspire respect, trust, and performance .
If youre ready to lead, influence, and deliver at the highest level , we want to hear from you.
ð§ Apply now and step into a role where your impact will be felt across the business!
Customer Service Officer
Posted 3 days ago
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Job Description
Direct message the job poster from EnableSA Recruitment
Partnering with Businesses to Find the Right People — and with People to Find the Right Roles | Recruitment ConsultantWe are looking for a 'Client Service Officer' to join our clients team in Port Elizabeth. This role is pivotal in ensuring efficient tenant liaison, minimizing vacancies, and maximizing rental income. You will be responsible for overseeing client service delivery, tenant relationships, complex wellness management, reporting, and leading a small team.
Responsibilities:
- Manage client and tenant relationships to optimize rental income and reduce vacancies.
- Oversee the advertising of vacancies, application processes, and lease signings.
- Oversee tenant relationships and lease agreements.
- Lead a team including tenant liaison, wellness, cleaning, and reception staff.
- Conduct site inspections, house visits, and ensure adherence to house rules.
- Monitor and report on vacancies, revenue, site visits, and portfolio performance.
- Support complex wellness, community development, and corporate social investment initiatives.
- Drive cost-saving initiatives and ensure budget compliance.
- Ensure adherence to company policies, quality standards, SHE regulations, and HR practices.
Requirements:
- 3-5 years experience in a property management environment
- Supervisory experience
- Strong customer service ability
- Advanced MS Office and MDA skills
- Drivers License and Own vehicle
- Seniority level Associate
- Employment type Full-time
- Job function Customer Service
- Industries Real Estate and Equipment Rental Services, Real Estate, and Housing Programs
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#J-18808-LjbffrCustomer Service Engineer
Posted 4 days ago
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Skip to main content Working at PerkinElmer | Jobs and Careers at PerkinElmer Don't ask what's next. Define it. Step up, stand out and make a Statement. Customer Service Engineer Midrand South Africa | Johannesburg South Africa
Responsibilities Location Midrand, Johannesburg, ZA Job ID REQ-055185
Provides technical support in the development and implementation of customer applications and company products. Conducts on-site enhancements, maintenance, and support for new and existing systems. Implements new product configurations/software upgrades, installs network devices and/or hardware components/peripherals. Diagnoses, troubleshoots, and repairs technical problems. Knowledgeable of company and third-party vendor products utilized in the customer's application/systems.
Apply NowPerkinElmer is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, or veteran status or any other characteristics protected by applicable law. PerkinElmer is committed to a culturally diverse workforce.
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Equal Opportunity
PerkinElmer is proud to be an equal opportunity workplace and is an affirmative action employer. PerkinElmer is committed to equal employment opportunity without regard to unlawful considerations of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, gender expression, status as a protected veteran, genetic information, or any other personal attribute or characteristics protected by applicable local, state or federal laws.
To learn more about equal employment opportunity protections, please view the available EEO is the Law , EEO is the Law Supplement , and Pay Transparency Non-Discrimination Provision documents.
Please note that PerkinElmer is an E-Verify Employer in the United States. Additional information about E-Verify can be reviewed here.
Accessibility
PerkinElmer is committed to providing reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. If you have a disability and need assistance with any part of the hiring process or have questions about our workplace accessibility, please email us at .
Please be aware that PerkinElmer does not make job offers without conducting interviews with our talent acquisition team. PerkinElmer does not charge any job application fees. Offers of employment or job openings with requests for payment of fees are fraudulent. PerkinElmer does not charge a fee at any stage of the recruitment process. Any requests for such payment or information should be refused. The FTC has provided additional consumer information regarding such scams here.
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