![Candidate Connect](https://media.trabajo.org/img/noimg.jpg)
Client Relationship Manager
3 months ago
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 Quants side, should there be interest to grow in this area.
- The role will engage with clients (mainly Fund/Portfolio Managers). It would involve training new clients on the system, training new staff at current clients, and monthly reporting, including presentations.
- The role doesn’t include client sourcing, however, if the incumbent in the role has contacts and possible clients, this would be a bonus.
- They are ideally looking for someone who is able to develop an excellent understanding of their product (system), to be the best ambassador and client face possible into their clients.
- The role has regular interactions with clients, at time in-person, at times via virtual meetings. This person would need to be very personable.
**The ideal qualifications include**:
- Degree in Stats / Risk Management / Business Science / Commerce
- Programming experience a bonus (as there would be opportunity for the person to get involved in some development too)
- Some corporate client relationship exposure.
The business is based in the Southern Suburbs, though it would largely be a remote role.
-
Client Relationship Manager
2 months ago
Cape Town, South Africa CF Consulting Full time**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...
-
Client Relationship Manager
2 months ago
Cape Town, South Africa CF Consulting Full timeOVERALL PURPOSEThe 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...
-
Client Relationship Manager
2 months ago
Cape Town, South Africa CF Consulting Full timeOVERALL PURPOSEThe 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...
-
Client Relationship Manager
2 months ago
Cape Town, South Africa CF Consulting Full timeThis 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) -...
-
Relationship Manager: Private Clients
2 months ago
Cape Town, South Africa Nedbank Full time**Relationship Manager: Private Clients (Dedicated)** - Requisition Number-133484- Closing Date-01 May 2024- Location-PlatteKloof- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by...
-
Relationship Manager: Private Clients
2 months ago
Cape Town, South Africa Nedbank Full time**Relationship Manager: Private Clients** - Requisition Number-134130- Closing Date - 05 June 2024- Location - Century City- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding...
-
Client Relationship Management Administrator
2 months ago
Cape Town, South Africa Kaelo Full timeCompany 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...
-
Client Relationship Manager
2 weeks ago
Cape Town, South Africa Lexdan Select Full timeFunctions: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 ...
-
Client Relationship Manager
2 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**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...
-
Reinsurance Client Relationship Manager
6 days ago
Cape Town, South Africa Sanlam Full timeWho 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...
-
Client Relationship Associate
1 month ago
Cape Town, South Africa Absa Bank Limited Full timeBring 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...
-
Client Relationship Consultant: NICHE
3 weeks ago
Cape Town, South Africa Sanlam Full timeWho are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Client Relationship Manager
6 days ago
Cape Town, South Africa Dynexity Full timeMust 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)
-
Client Relationship Manager
5 days ago
Cape Town, South Africa Adzuna ZA B C2 Full timeMust 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)
-
Client Relationship Manager
7 days ago
Cape Town, South Africa Dynexity Full timeMust 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)
-
Client Relationship Assistant
2 months ago
Cape Town, South Africa Digital Generation Full time**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...
-
Client Relationship Manager
2 months ago
Cape Town, South Africa TrudyQ Consulting Full timeThe 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...
-
Relationship Manager
2 weeks ago
Cape Town, South Africa WesBank Full timeJob title : Relationship Manager Job Location : Western Cape, Cape Town Deadline : August 29, 2024 Quick Recommended Links Jobs by Location Job by industries Career Advice Job Description The Relationship Manager is responsible for growing and defending profitable market share with a core focus on originating new business...
-
Relationship Manager
2 months ago
Cape Town, South Africa Lexdan Select Full timeLexdan 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...
-
Relationship Manager
2 months ago
Cape Town, South Africa Lexdan Select Full timeLexdan 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...