Onshore Client Relationship Manager

Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.Job Role Overview:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase...

3 Dock Rd, Cape Town City Centre, Cape Town Job Description: Posted Thursday, August 28, 4:00 AM Client Relationship Manager Overall Purpose Manage the global and local multi‑asset investment portfolios of an existing book of high net worth clients. This requires in‑depth technical knowledge of onshore and offshore financial markets and products. The...

Client Relationship Manager Overall Purpose The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong...

About our Client: This global renewable energy leader specializes in advanced wind turbines, energy storage, and digital solutions, driving innovation and sustainability worldwide. It supports large-scale and localized energy projects, contributing to the global energy transition and combating climate change. **Job Description**: 1. Project Planning and...

Our client is an international coaching organisation operating in over 25 countries. They empower leaders, teams, and organisations to optimise their energy, mindset, and performance through science-based coaching and experiential learning. Their programmes are trusted by leading companies worldwide and combine the best of sports performance principles with...

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...

**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...

Our client is an international coaching organisation operating in over 25 countries. They empower leaders, teams, and organisations to optimise their energy, mindset, and performance through science-based coaching and experiential learning. Their programmes are trusted by leading companies worldwide and combine the best of sports performance principles with...

Job Description The Client Service Specialist is responsible for maintaining exceptional client service levels and building positive relationships with clients. This role involves ensuring a professional and positive experience for clients across various channels. Key Responsibilities Maintaining high-quality client relationships through regular...

Account Manager (Client Relations Department)We are seeking a dedicated and proactive Account Manager to join our dynamic team and contribute to our team's  ongoing success. In this role, you will specialize in payroll and HR solutions, playing a vital part in nurturing and maintaining relationships with our valued clients to ensure their satisfaction and...