Client Relationship Manager | Tokai

KYC Client Onboarding SpecialistLocation: Steenberg, TokaiReporting Line: Operations ManagerOverviewThe KYC Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position is responsible for overseeing the end-to-end onboarding process of new clients, focusing on the management of client data related to...

Are you a qualified CA(SA) or Lawyer with relevant Wealth Management / Financial Services experience in Client Relationship Management? Do you thrive on top notch relationship-building with high net worth clients? Please get in touch with me. **Responsibilities**: - Build and maintain long term relationships with clients which includes all forms of...

Overview of the RoleWe are seeking a Client Relationship Manager to join our team at Rory Mackie & Associates. The ideal candidate will be responsible for maintaining exceptional client service levels and building positive relationships with clients.

**High-Level Client Relationship Manager** **Location**: Cape Town, Western Cape **Salary**: R4,000 - R8,000 per month (based on experience) **About Us**:Jambo Home Loans is a dynamic company partnering with a leading real estate firm. We specialize in operations, financing, and real estate services, making us a comprehensive solution for our clients. We...

We are West Coast Personnel, a dynamic recruitment agency. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, particularly Estate Agents, across the Cape Town, West Coast, Helderberg, and Winelands regions.The estimated salary for this position is R420,000 - R520,000 per annum.Job...

**Eager to Shine in Real Estate? Start Your Journey with Us!** Looking for a bold career move? If you're driven, hungry for success, and ready to work for yourself, Spectrum Realty is your launchpad! We are looking for real estate agents - **no experience needed.** If you have strong communication and sales skills, this opportunity is made for you....

**OVERALL PURPOSE** The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...

We are seeking an experienced and energetic Admin Manager for our store in Tokai (Western Cape) Requirements; - Retail experience - 4 years - Matric or equivalent qualification/ drivers licence advantageous - Staff Management - Merchandising and budget control - Customer Service driven Key Duties: - Stock Management - Cash Management - Administration -...

Job OverviewWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Isilumko Staffing (JHB). As a Client Services Consultant, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesEngage with clients to understand their needs and...

Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesInvestment / stock broking experience will securePurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for...

Qualifications and Experience Minimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesInvestment / stock broking experience will securePurpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for...

This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you: - Relevant professional Finance Services Industry Experience (5 years) -...

Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. Responsibilities: Manage and escalate client issues and concerns Build and maintain strong client relationships Act as CRM system support, ensure the database is...

Job Title: Client Relationship Manager About The Legends Agency: We are a dynamic fintech company providing innovative lending solutions to small and medium-sized businesses in the UK. Estimated Salary: R21,000 - R25,000 per annum (+ incentive) Key Responsibilities: Proactively contact clients nearing the end of their funding agreements to discuss renewal...

**Key Responsibilities** - Oversee a portfolio of clients, ensuring consistent and meaningful communication to foster strong, lasting relationships. - Drive sales growth by creating and executing strategies to increase revenue from both new and existing clients. - Build and maintain partnerships with travel agencies, corporate clients, and industry...

Job DescriptionWe are seeking a highly skilled Client Relationship Manager to join our team at Recruitment Solutions. In this role, you will be responsible for developing strong relationships with our customers, connecting with key business executives and stakeholders, and preparing sales reports.The ideal candidate will have excellent communication skills,...

Qualifications and Experience Minimum of 5 years in the financial services industry is required Relevant tertiary education or courses Investment / stock broking experience will secure Purpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for...

**Tokai Multifranchise** currently holds a vacancy for a Service Manager. This position will be suited to an experienced person who has the ability to manage an organised and profitable service department; delivering high quality service and focused on customer satisfaction. Responsible for mentoring and leading all departmental staff, ensure that repairs...

Are you passionate about delivering exceptional client experiences and driving business growth?We're seeking a skilled Senior Client Relationship Manager to join our team at The Legends Agency.**Job Overview**As a Senior Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their...

Requirements: PSP or stockbroking experience required.Some years in the financial services industry will be advantageous.Relevant tertiary education or courses.Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential).Experience with Xplan; DMA; Marble; OPUS is an advantage.Knowledge of the Financial Services Industry.Understanding of...