Client Relationship

2 weeks ago

Cape Town, Western Cape, South Africa Copper Quail Full time
Job Description

Location: Johannesburg/Cape Town

Client Relationship Management:
  • Manage, build and nurture relationships with existing clients (including HNW and UHNW clients), understanding their needs and ensuring their satisfaction with our services.
  • Work in close collaboration with the Client Operations Team in assisting clientinquiries, concerns, and escalations, providing prompt and effective resolutions.
  • Debtors management – review reports and implement actions where needed to ensure a continuing cash flow and that unpaid fees are collected in a timely manner.

New Business Development:
  • Generate new business growth through network development, new client acquisition, clients retention and sales campaigns;
  • Arrange and conduct meetings with clients, professional intermediaries and relationship managers across different jurisdictions;
  • Assist prospective clients with the establishment of sophisticated corporate and fiduciary structures;
  • Prepare new business proposals and support colleagues in the development of new business;

Sales and Revenue Generation: · Meet and exceed sales targets and revenue goals through effective client management and new business acquisitions. · Assist in the development and implementation of sales plans, forecasting, and budgets to drive business growth. Cross-functional Collaboration: · Work closely with internal teams (such as Client Operations, Onboarding , Risk & Compliance) to ensure seamless execution and delivery of services to clients. · Collaborate with colleagues to optimize processes and enhance the overall customer experience.

Requirements
  • Bachelor's degree in Business Administration, Marketing, or a related field. A Master's degree can be advantageous
  • 5 years in the position of client relationship management and business development
  • Sound technical knowledge and experience within trust and fiduciary environment (dealing with multiple jurisdictions


Kindly consider your application unsuccessful should you not be contacted within 7 working days

Requirements
Bachelor's degree in Business Administration, Marketing, or a related field. A Master's degree can be advantageous 5 years in the position of client relationship management and business development Sound technical knowledge and experience within trust and fiduciary environment (dealing with multiple jurisdictions

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