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Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team. Job Purpose: The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. Responsibilities: Sales Opportunities Creation • Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities Customer Needs Clarification • Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice Sell Customer Propositions • Identify the products or services that best meet the customers stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale Customer Onboarding • Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points Performance Management • Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance Customer Relationships Development • Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships • Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response Client Customer Management (External) • Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty Client Document Management • Create and ensure compliance with a companywide document management system Operational Compliance • Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to t...Job Reference #: 202627

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Business Consultant – Property Specialist

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Business Consultant Position: Full time, Hybrid (Office based) Location: Johannesburg Please send your latest CV to Michelle - kindo.m@abcworldwide.com COMPANY PROFILE Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market. They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary. About the role This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa. Key Responsibilities Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness Core Competencies Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813

Johannesburg CBD

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Business Consultant Position: Full time, Hybrid (Office based) Location: Pretoria Please send your latest CV to Michelle - kindo.m@abcworldwide.com COMPANY PROFILE Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market. They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary. About the role This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa. Key Responsibilities Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness Core Competencies Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761

City Centre

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Are you a seasoned business process outsourcing industry leader that prioritizes results? Do you have a track record of successfully managing numerous customer accounts, driving revenue, and producing outstanding results? A fantastic opportunity is available for a BPO Divisional Manager. Duties & Responsibilities: BPO Opps Management Develop and execute the overall operational strategy for the BPO division, aligned with the companys goals and objectives.Lead, mentor, and manage a team of managers and supervisors to ensure effective service delivery, adherence to quality standards, and achievement of performance targets.Establish and monitor key performance indicators (KPIs) to track and improve operational efficiency, client satisfaction, and financial performance.Analyze market trends, industry best practices, and emerging technologies to identify opportunities for process improvements, automation, and innovation within the BPO operations.Collaborate with cross-functional teams, including sales, marketing, and technology, to drive revenue growth, enhance client relationships, and develop new service offerings.Develop and maintain strong relationships with key clients, acting as a strategic partner and trusted advisor to address their evolving needs and drive long-term satisfaction.Ensure effective quality assurance processes and controls to ensure adherence to service level agreements (SLAs), compliance with regulations, and continuous improvement in service delivery, by working closely with the QA teams and Managers.Identify and mitigate operational risks, proactively addressing potential issues and ensuring robust business continuity plans.Monitor and manage operational budgets, resources, and costs to optimize efficiency and profitability.Provide regular reports and updates to the executive team, highlighting operational performance, challenges, and opportunities, and making strategic recommendationsLead and oversee the end-to-end operations of the BPO division, ensuring efficient and effective service delivery, adherence to service level agreements (SLAs), and achievement of key performance indicators (KPIs).Develop and implement operational strategies, policies, and procedures to drive performance improvements, enhance productivity, and optimize service quality.Monitor and analyze BPO operations performance metrics, including call volume, response time, first call resolution, customer satisfaction, and agent productivity, and/or sales enviroments metrics, and take proactive measures to meet or exceed targets.Foster a positive and collaborative work environment, promoting teamwork, motivation, and professional development among the BPO team members.Manage and cultivate client relationships, acting as the primary poi... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNDExMDQyMTM0P3NvdXJjZT1ndW10cmVl&jid=1608038&xid=3411042134

Johannesburg CBD

Business Development / Sales and Marketing Manager

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Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management). An awesome career opportunity awaits. Requirements: A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing.Experience in the financial services industry is a pre-requisite with 5 years min experience.Any other formal commercial and marketing qualification and/or certificates will be helpful.Business Development and Sales led Marketing Experience – Mid Management level.Financial Services (Investments & Advisory/Wealth Management).Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication.A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm).A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage.Appropriate tertiary qualification such as that of a B. Comm or similar.Experience in Financial Planning (Certified Financial Planner would be a benefit). Responsibilities and Expectations: Developing, activating, and executing on BDM resources, targets, and strategies.Identify business development opportunities across Advisor practices.Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions.Growing AUM across the Partnerships.Manage the alignment and expectation management with the regional Partner Directors.Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database.Drive business development marketing activation including events and communication.Formulate marketing and sales strategies to achieve defined targets.Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process.Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs.Serve as the custodian of the company solutions in support of our approved advice framework.Set Annual Advisory model and BDM budgets.Set incentives to drive adoption of Approved Models.Lead the annual Marketing Activation Calendar.Lead the Communications objectives to enable commercial objectives.Manage BDM’s to Production objecti... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTk5NjM1MTg1P3NvdXJjZT1ndW10cmVl&jid=1479636&xid=2199635185

Johannesburg CBD

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Responsible for ensuring that the organisation complies with standard financial and legal practice and maintains high standards of corporate governance. The individual will be required to provide efficient management for the facilitation of Board meetings, efficient administration and recordkeeping, advising and overall management of the Boards activities. This includes ensuring compliance with statutory and regulatory requirement, ensuring that the decisions of the Board are implemented and advising and directing the Board members of their legal responsibilities. Key responsibilities include: Arranging and managing all Board and Sub-Committee meetings of the Board.Providing proactive support to the Chairperson of the Board and the various Chairs in the sub-committees of the Board, acting in dose cooperation to ensure efficient agenda and meeting preparation and execution.Contribute meaningfully to discussions and act responsibly in advising and reminding the various Board members of the legal, financial and tax implications of proposals.Collate and present information in a logical form so as to enable Board members to make effective decisions.Direct the business affairs by implementing the decisions of the Board to ensure optimal performance and service level standards.Optimise performance and long-term suitability by channeling communication to the chairperson of the Board.Ensure that the Board Committee Charters and Terms of Reference are kept up to date.Act as a central source of guidance and advice to the Board on matters of good governance and changes in legislation.Act as a direct channel of communication to the Chairperson of the Board.Be responsible for proper compilation/timely circulation of Board papers for Board and the various sub-committees.Liaise with with the various Chairs on the timing/frequency of meetings.Liaise with the Chairperson of the Board/CEO regarding yearly work plans.Provide responses/feedback to specific agenda items/matters.Ensure proper recording, approval and circulation of minutes.Liaise with Attorneys, Legal Advisors and all relevant stakeholders on litigation and legal-related matters as legislatively required.Assist and advise the Board on risk management by establishing metrics to monitor and evaluate the organisation-wide risk responsibilities.Assist with the induction, orientation, ongoing training and education of the Board.Ensure sound management, business practice and performance in terms of organisational strategic plans.Draft and finalise commercial agreements and contracts as instructed by the Board of Directors and/or the CEO.Report on financial matters and interests affecting the entity, meeting legislative requirements and reporting on the Companys legislative comp... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NzQ1OTE1MDA/c291cmNlPWd1bXRyZWU=&jid=1749175&xid=774591500

Johannesburg CBD

Senior Advisor: Built Environment and Planning Gau

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Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas THE CANDIDATE PROFILE Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension. QUALIFICATIONS AND EXPERIENCE A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans. Key Performance Areas Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordi... https://www.ditto.jobs/job/gumtree/3055812061?source=gumtree

City Centre

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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5NjgxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1222791&xid=1109_89681

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"financial advisors" in Gauteng

financial advisors in Gauteng (176 results)

Results for financial advisors in All Categories in Gauteng