Client Relationship Manager

**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...

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) -...

Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee...

Unique opportunity to join a well-established family owned business as a **Client Relationship Manager**. The business has a niche **Quantitative Risk product** offering into the asset manager industry. **More about the role**: - The role has a **primary** focus of Customer Success / Client Relationship Management. With a **secondary** focus into the...

**Overview**: Our client, a leading dynamic Asset Manager, is looking for an exceptional individual to join their Retail Investment Services Team in the capacity of a Client Relationship Manager (CRM). **Responsibilities**: - Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLAs and in...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary CIB...

Must have completed Bachelors Degree (B.Com Accounting/ Investments/ Finance) coupled with CRM experience with retail and institutional clients.Required experience in : LISP / Collective Investment Schemes/ Retirement Funds / Linked Life Companies / Exchange Traded Funds (ETFs)

Must have completed Bachelors Degree (B.Com Accounting/ Investments/ Finance) coupled with CRM experience with retail and institutional clients.Required experience in : LISP / Collective Investment Schemes/ Retirement Funds / Linked Life Companies / Exchange Traded Funds (ETFs)

Must have completed Bachelors Degree (B.Com Accounting/ Investments/ Finance) coupled with CRM experience with retail and institutional clients.Required experience in : LISP / Collective Investment Schemes/ Retirement Funds / Linked Life Companies / Exchange Traded Funds (ETFs)

**Requirements & Qualifications**: - Diploma/ Degree in an IT related field would be advantageous. - 3 years minimum experience in role - Strong product knowledge in hard/software, peripherals, and enterprise servers - Strong Excel knowledge and skills - Strong communication skills, both verbal and written - Ability to multi-task and prioritise - Thrive in...

The focus area of this position will be to maintain and develop the relationship with customers through being the one-stop-shop contact point and upselling to existing client base to achieve business growth. **Minimum Requirements** - Minimum requirement is a Matric (Grade 12) qualification - Bachelors Degree or similar Qualification in...

Lexdan Select is assisting a Fintech company with their search for a Relationship Manager, based in Cape Town, Western Cape. Functions: - Responsible for meeting clients and offering advice across a wide range of financial products and services - Networking, generating leads and grasping opportunities to meet and exceed sales targets - Responsible for...

Lexdan Select is assisting a Fintech company with their search for a Relationship Manager, based in Cape Town, Western Cape. Functions: - Responsible for meeting clients and offering advice across a wide range of financial products and services - Networking, generating leads and grasping opportunities to meet and exceed sales targets - Responsible for...

**Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

**Customer Relationship Manager responsibilities include**: - Building positive relationships with customers - Assisting with generating new business - Identifying opportunities for greater profits **Job description** City based, vibrant compliance certification company (electrical, plumbing, gas) are looking for a Customer Relationship Manager to build...

As a Relationship Manager, you will be responsible for fostering strong relationships with clients, understanding their needs, and ensuring the successful execution of events and brand activations. Your role will involve collaborating with internal teams to deliver exceptional experiences that align with clients' objectives and enhance their brand...

**REQUIREMENTS** - Matric or equivalent relevant qualification advantageous - Previous sales experience (preferably with a call centre) - Excellent communication skills - FAIS RE5 (advantageous) - Track record of meeting sales targets **DUTIES** - Extensive client liaison calls - Generate new referral business. - Cross-sell existing products to current...

**Key purpose**: Responsible for selling the company's products or services to and maintaining relationships with existing accounts. **Duties and responsibilities**: - Take primary responsibility for the client and act as internal client owner within assigned accounts. - Manage and grow relationships to drive expansion and renewals across all...

REQUIREMENTSMatric or equivalent relevant qualification advantageousPrevious sales experience (preferably with a call centre)Excellent communication skillsFAIS RE5 (advantageous)Track record of meeting sales targets DUTIES Extensive client liaison callsGenerate new referral business.Cross-sell existing products to current clients.Maintain the active base...