681 Client Advisor jobs in South Africa
Sanlam Financial Adviser: E2 Solutions Unit - Pretoria
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Sanlam Financial Adviser: E2 Solutions Unit - PretoriaDate: 25 May 2025
Location:
Pretoria, Gauteng, ZA
Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
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. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?1. Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlambrand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
2. Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3.Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and SkillsFinancial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal AttributesCommunicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - Contributing independently
Build a successful career with usWe’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 their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCollaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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Job Description
Job Family
Sales and Service
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical (MST)
FAIS Affected
FAIS Affected - Yes
Job Purpose
Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.
Job Responsibilities
Client Engagement
- Respond to client needs by offering the right service and solution.
- Build client trust by applying your expertise and experience to do good for your client.
- Educate clients and potential clients on how to subscribe and service their account.
- Treat clients with respect, build trust, show care and humility in all client interactions.
- Help clients achieve their goals and grow financially.
- Own the client request end to end and route for alternative intervention if not equipped to service the client.
- Entrench clients and deliver value through cross selling.
- Facilitate the sales process by informing clients of the product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
- Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
- Collaborate with internal stakeholders to provide complete financial solutions for clients.
- Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
- Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
- Act with a client first mindset in all client engagements.
- Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
- Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
- Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
- Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
- Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
- Support the achievement of the sales and service strategy objectives and values.
- Enable Nedbank's strategy of being financial experts who do good.
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People Specification
Essential Qualifications - NQF Level
- Diploma
FAIS Approved Qualification
Essential Certifications
Preferred Certifications
Minimum Experience Level
1 - 2 years
Retail/Banking Client Service, Sales, Relationship experience
Technical / Professional Knowledge
- Product sales skills
- Sales Strategies
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
- Building Customer Loyalty
- Building Trusting Relationships
- Sales Persuasion
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- Planning and Organizing
- Adaptability
- Applied Learning
Private Client Advisor Rural
Posted 3 days ago
Job Viewed
Job Description
Description
To deliver exceptional experience and education to Private Clients / Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Private Clients Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Goal : Improve the lives of customers through simple, effective solutions that meet their needs.
Are you someone who can :
- Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business by effectively managing the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You will be an ideal candidate if you :
- Hold a relevant NQF level 7 FSCA approved Degree.
- Possess RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
- Preferably hold a Certified Financial Planner (CFP) qualification.
- Have 3 to 5 years of experience in a Sales / Service role within a financial environment.
- Have a strong background in Banking / Investment / Financial Planning / Wealth Management.
You will have access to :
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate and provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify local and offshore fiduciary opportunities and advise on client philanthropy.
We can be a match if you are :
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing your portfolio, providing independent holistic advice, and solutions that ensure revenue and profit growth in line with KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
- Contributing to a culture of service excellence, building positive relationships, and providing opportunities for feedback and exceptional service.
Additional Requirements
In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.
LI-NK3
Job Details
Please note that applications will not be accepted after 29/06/2025. 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-LjbffrPrivate Client Advisor Rural
Posted 10 days ago
Job Viewed
Job Description
Hello future Private Clients Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.
Are You Someone Who Can;
- Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You Will Be An Ideal Candidate If You;
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
- Strong background in Banking /Investment / Financial Planning / Wealth Management
You Will Have Access To;
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
We Can Be a Match If You Are;
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
#POST
#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-LjbffrClient Accounting Advisor
Posted 3 days ago
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Job Description
Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them.
If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!
Why join this Team?Be part of a dynamic, fast-growing business that puts people and culture firstJoin a team that values challenge, innovation, and making a differenceOpportunity to work with a diverse client base across outsourced servicesExposure to varied work with long-term career progressionWhat you will be doing : Manage a client portfolio and deliver bookkeeping, VAT returns, and management reportingBe the go-to person for client queries and supportProvide software support, including Xero setups and trainingPrepare CIS returns and company secretarial documentsSet up payment runs and handle ad hoc projectsEnsure up-to-date financials and compliance deadlines are metCommunicate directly with clients and internal teamsIdentify and implement process improvementsWhat we are looking for : Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experienceBasic VAT knowledgeExperience using Xero and Excel Strong attention to detail and communication skillsAbility to manage workload and meet deadlinesOpen to learning and a team-oriented attitudeUnique Aspects & Benefits : Supportive, fun, and sociable team cultureStrong focus on personal and professional developmentDirect client exposure and varied workReal opportunity to add value and build long-term relationshipsPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time.
We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
Create a job alert for this search #J-18808-LjbffrClient Accounting Advisor
Posted 1 day ago
Job Viewed
Job Description
Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for a Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients and would like to join a dynamic and people-centric team, then we want to hear from you!
Why join this Team?
- Be part of a dynamic, fast-growing business that puts people and culture first
- Join a team that values challenge, innovation, and making a difference
- Opportunity to work with a diverse client base across outsourced services
- Exposure to varied work with long-term career progression
What you will be doing:
- Process invoices and expenses in Dext supplier details, nominal code, VAT flag, due date, track categories
- Complete bank reconciliations
- Set up supplier payments
- Request missing documentation from clients
- Handle general email client queries
- VAT returns
- Post journals for prepayments and accruals
- Calculate and adjust for deferred / accrued income
- Hold and run client meetings whether proposed changes to management accounts and generally keep abreast of what's going on with their business
What we are looking for:
- Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
- VAT knowledge
- Experience using Xero and Excel
- Strong attention to detail and communication skills
- Ability to manage workload and meet deadlines
- Open to learning and a team-oriented attitude
Unique Aspects & Benefits:
- Supportive, fun, and sociable team culture
- Strong focus on personal and professional development
- Direct client exposure and varied work
- Real opportunity to add value and build long-term relationships
Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
Client Accounting Advisor
Posted 21 days ago
Job Viewed
Job Description
Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!
Why join this Team?
- Be part of a dynamic, fast-growing business that puts people and culture first
- Join a team that values challenge, innovation, and making a difference
- Opportunity to work with a diverse client base across outsourced services
- Exposure to varied work with long-term career progression
What you will be doing:
- Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting
- Be the go-to person for client queries and support
- Provide software support, including Xero setups and training
- Prepare CIS returns and company secretarial documents
- Set up payment runs and handle ad hoc projects
- Ensure up-to-date financials and compliance deadlines are met
- Communicate directly with clients and internal teams
- Identify and implement process improvements
What we are looking for:
- Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
- Basic VAT knowledge
- Experience using Xero and Excel
- Strong attention to detail and communication skills
- Ability to manage workload and meet deadlines
- Open to learning and a team-oriented attitude
Unique Aspects & Benefits:
- Supportive, fun, and sociable team culture
- Strong focus on personal and professional development
- Direct client exposure and varied work
- Real opportunity to add value and build long-term relationships
Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
Accountant (Financial Services)
Posted 9 days ago
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Job Description
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SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive
Accountant (Financial Services)
Recruiter:
Network Recruitment
Job Ref:
NFR006823/Angie
Date posted:
Friday, June 27, 2025
Location:
Johannesburg, South Africa
SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.
POSITION INFO:
Key Responsibilities:
- Prepare monthly management accounts and financial statements
- Handle VAT, PAYE, and other statutory submissions
- Prepare and submit corporate income tax returns (ITR14)
- Assist with tax planning and ensure compliance with current tax legislation
- Maintain accurate general ledger accounts and perform reconciliations
- Prepare audit packs and liaise with external Auditors during audits
- Support budgeting, forecasting, and cash flow reporting
- Assist with SARS correspondence and tax queries
- Ensure that all financial and tax records are maintained in compliance with the relevant regulations
- Provide support on ad hoc finance and tax projects as needed
- BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
- Minimum 3–5 years accounting experience with a strong focus on tax
- Solid knowledge of South African tax laws and regulations
- Experience preparing and submitting SARS tax returns
- Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
- Strong Excel skills and high attention to detail
- Deadline-driven, with good problem-solving skills and initiative
- Experience with trusts or group structures
- Working knowledge of eFiling and related SARS platforms
- Exposure to IFRS or IFRS for SMEs
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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Accountant (Financial Services)
Posted 14 days ago
Job Viewed
Job Description
- âï¸ Completed articles (SAICA or SAIPA)
- âï¸ Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
- ⸠S ong technical accounting, reporting, or regulatory knowledge
- â ¸mbitious, detail-oriented professionals with a passion for excellence
Whether you're ready for a new challenge or exploring opportunities in dynamic and respected firms, we want to connect with you.
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
Accountant (Financial Services)
Posted 14 days ago
Job Viewed
Job Description
- Monthly accounting and reporting, including bank reconciliations
- Preparation of CEO reports and month-end packs
- Accurate calculation and processing of commission and remuneration (weekly and monthly)
- Payment submissions and ensuring timeous payouts to agents and intermediaries
- Resolving payroll-related queries from sales teams
- Validating data from the policy administration system and checking commission accuracy
- Supporting the Operational Finance Manager on key deliverables
ð¬ Youll Thrive If You Enjoy:
- Working with numbers and financial systems
- Supporting internal and external stakeholders
- Solving payment or payroll queries
- Maintaining high accuracy and tight deadlines
- Continuously learning and keeping up with industry regulations
â Minimum Requirements:
- 3-year relevant tertiary qualification (Diploma or Degree preferred)
- 1-5 years' experience in accounting, commissions or payroll admin
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- Experience in financial services or insurance will be highly advantageous
- Exposure to intermediary commission structures a plus
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
Financial Services Manager
Posted 21 days ago
Job Viewed
Job Description
We’re looking for a dynamic and strategic individual to deliver the PEPmoney strategy and boost the profitability of our portfolio with focus on our Financial Services Products. In this role, you'll not only drive business growth but also ensure that we consistently exceed our customers’ expectations.
Key Responsibilities
-
Execution of PEPmoney strategy through developing new business opportunities to generate sales
-
Operational result management for PEPmoney Financial Services
-
Custodian of Marketing requirements for PEPmoney Financial Services products
-
Relationship Management with Internal and External Stakeholders
-
PEPmoney budget management for FS products
-
Leadership
Required Knowledge, Skills and Competencies
-
Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).
-
5+ Years experience in a financial services role
-
Computer Literacy (MS Office, Excel and Google Workspace)
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Knowledge of, and compliance with, legislation related to financial services products
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Financial Acumen
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Project management
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Relationship management
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Process management
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Excellent time management and prioritisation abilities.
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Relevant product knowledge;
-
Research capability
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Management experience
-
Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analyzing and forming opinions and Innovating
This is an exciting opportunity for an experienced professional to take on an exciting role and make a significant impact on our business. If you have the required expertise and are looking to advance your career, we encourage you to apply.
If you do not hear from us within 4 weeks of the closing date of this position, please regard your application as being unsuccessful.
< >PEP strives for equal opportunity in terms of its employment equity guidelines.