Client Relationship Assistant

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...

**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) -...

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...

Functions:Responsible for building a network in the Western Cape, amongst High Networth Individuals & Institutions and cultivate relationships of trust Responsible for being able to source deals Provide transaction structuring input and guidance to investment teams, in order to structure transactions in the manner that will be the most desirable to clients ...

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...

**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...

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...

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 by...

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 clients. Maintain the...

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...

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)

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...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Forex Global department is looking to add a highly organised and detailed-orientated Client Relations and Operational Assistant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for...

**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...