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...

OVERALL 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...

OVERALL 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...

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) -...

**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** - 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...

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...

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 ...

**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...

Who 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...

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...

Job 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...

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...