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...

**Job Description - Client Relationship Manager** Job Summary: - Maintain the company’s existing relationships with a client/ group of clients so that the clients continue to engage with POP Logistics in a sustainable and positive manner Reporting Structure: - Reports into National Head of Client Services Min Qualifications - Matric (with Maths) with...

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 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 units.  ...

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...

Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...

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) -...

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...

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...

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...

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,...

Description This role utilises expert knowledge in the specific fields of client services / administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing...

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...

Description This role utilises expert knowledge in the specific fields of client services/ administration/product/process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own...

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...

**Role and responsibilities**: Overview **Responsibilities**: Assist the rest of the client service team with any client requests or queries across the whole client base and play a key role in the end-to-end servicing of clients. **These queries include but are limited to**: Model portfolio questions (ranging from performance to portfolio...

**REQUIREMENTS** - Matric or equivalent relevant qualification - Previous sales experience and networking with high income individuals - Excellent communication skills in both Afrikaans and English essential - FAIS RE5 (advantageous) - Track record of meeting sales targets - Developed relationships with Attorneys, Estate Agents, Conveyancers, Bond...

**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...

**Relationship Manager: RRB** - Requisition Number 130143- Closing Date - 30 November 2023**Location** - Claremont- Job Family- Sales and Services- Career Stream- Relationship Management- Leadership Pipeline- Manage Self Professional- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To acquire and deliver banking solutions to the high value client segment...

Client Relationship Agent | R7000 Basic Salary + Commission Join our dynamic team as a Client Relationship Agent and embark on a rewarding sales career focusing on exceptional client care. We seek a highly motivated and results-driven individual who thrives in a fast-paced environment and is passionate about building strong customer relationships. Your...