Client Relationship Associate

2 weeks ago

Cape Town, South Africa Absa Bank Limited Full time

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 Coverage is looking for a Client Relationship Associate based in Cape Town Regional Office.

**Job Description**:
Accountability: Sales, Customer Solutioning and Customer Care
- Responsible for Vanilla Products and the cross sales of those products to existing clients,

and to increase the cross-sell ratio of each client ensuring that each client is solutioned

100 %
- Liaise with Product Specialists (e.g. Electronic Banking ,International Banking Division

(IBD), Absa Cash Solutions, etc) relevant to solutioning for vanilla products, which will

ensure client is solutioned comprehensively
- Develop and maintain own contacts with individuals within client's organization
- Acts as a Principal point of contact in the absence of the Banker
- Assists, co-ordinates and monitors the introduction of clients to and from other areas of

the Absa Group, where appropriate, to solution the client comprehensively
- Conducts, Monitor, analyze and provide supporting actions to improve client service

based on Client Satisfaction Surveys
- Identify potential new clients by building and maintaining a database of potential clients

(as support to the Banker)
- Assist in arranging product presentations, where appropriate in conjunction with the

Banker
- Conduct Service reviews with clients & implement corrective measures to improve

service delivery to the client
- Assist in determining the products that most suit the clients’ needs and be able to sell, at

short notice, on a proactive and reactive basis.
- Work with the Banker and Customer Services Consultant to resolve client

concerns/complaints.
- Follow up on transactions in progress to ensure that this is in line with Service Level

Agreements (SLA).
- Assist Banker with monthly analysis and management thereby ensuring that all income is

reflected correctly for each portfolio and that any negative income/downward trends are

identified and negated proactively
- Collect all fee income i.e. Facility fees, excess fees, raising and valuation fees, etc by

monitoring the clients portfolios in line with applicable transactions
- In conjunction with the Banker ensure that a formal client calling plan is in place and that

weekly client visits are conducted as per agreed targets
- Responsible for the maintenance and implementation of clients transactional pricing

Accountability: Risk and Operational Management
- Co-ordinate security and Local Documentary Product (LDP) documentation for

customer’s signature.
- Co-ordinates the handling of interest claims
- Co-ordinates the handling of fraudulent transactions by logging this onto the Customer

Care Process (CCP) system
- Responsible to assist the Credit Operations in Limits Assurance on portfolios & providing

relevant information to the Credit Operations team.
- Work with the Security /Legal to finalize security and Local Documentary Product (LDP)

documentation
- Complete documents and obtain client signature(s) for opening/closing of accounts
- Obtain required documentation from clients e.g. public documents, FICA documents etc

to support the opening of accounts
- Follow up with client on outstanding documentation such as FICA, security, product,

Local Documentary Product (LDP) related
- Assist with telephonic enquiries/client queries relating to security matters.
- Assist with KYC reviews, PEP reviews and take-ons and Deferrals.
- Ensure that the client complies with Credit conditions of grant relative to the standard

covenants and conditions by obtaining a monthly debtors list, and provide this list to the

Credit Operations department for updating the Security Management Register.
- Excess Report Management Take daily action based on referral listing and reporting to

Credit Exposures Managers on a daily basis.

Accountability: Business Management
- Prepare information for and attend client meetings to support client servicing
- Follow up that new clients and products are set up on relevant systems e.g. EBD

(Electronic Banking Division), Merchant Services & International Banking)
- Develop and maintain contacts with Specialists in other areas of the Group Including

Product Houses, Credit and CPF (Commercial Property Finance),etc
- Attend regular meetings held with functional team
- Work as part of a solutioning team namely the Banker, the Credit Analyst, the Customer

Service Consultant, the Customer Service Officer and the Credit Officers

Education and Experience Required
- B Degree in Commerce or Finance or CAIB or IOB or equivalent NQF level 6 or higher

qualifications
- 3 Years experience in a client facing and/or commercial banking environment
- 3 Years

  • Client Relationship Manager

    3 days ago

    Cape Town, South Africa Old Mutual Full time

    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...

  • Client Relationship Manager

    3 days ago

    Cape Town, South Africa Old Mutual Full time

    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...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa POP WAREHOUSE (Pty) Ltd Full time

    **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...

  • Client Relationship Manager

    1 month 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

    3 weeks 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 units.  ...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    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...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    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...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    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) -...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    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...

  • Client Relationship Manager

    3 weeks ago

    Cape Town, South Africa Candidate Connect Full time

    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,...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa Candidate Connect Full time

    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...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa Candidate Connect Full time

    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...

  • Client Relationship Consultant: Niche

    3 days ago

    Cape Town, South Africa Sanlam Full time

    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...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa Tracking Talent: a WilsonHCG Company Full time

    Multinational Asset Manager Group is looking for a Client Relationship Manager to focussing on delivering consistently high levels of client delivery and satisfaction, client retention and client engagement for clients. DUTIES AND RESPONSIBILITIES As part of the Client Relationship Management Team, you will take responsibility for: - Being the conduit for...

  • Client Relationship Business Development Executive

    3 weeks ago

    Cape Town, South Africa Time Personnel Full time

    **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...

  • Associate Director Client Management

    1 month ago

    Cape Town Metro, South Africa IQEQ Full time

    Job Description The Associate Director - Client Management (ADCM) will maintain client relationship including handling client issues and demands. The services for our clients include, but is not limited to, investment fund administration/accounting and financial statements preparation.The ADCM will work in close collaboration with the Country Delivery...

  • In-store Associate

    1 month ago

    Cape Winelands, Western Cape, South Africa Smollan Full time

    We’re on the lookout for an experienced **In Store Associate **who will collaborate to create growth for our Clients, Customers and our Business. Someone who has the ability to proactively influence and manage relationships and resources to ensure efficient and effective service delivery and in-store execution. **As an In Store Associate you will be...

  • Client Relationship Agent R7000 Basic Salary +

    1 month ago

    Cape Town, South Africa Verminator Full time

    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...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa TrudyQ Consulting Full time

    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...

  • Relationship Manager: Rrb

    1 month ago

    Cape Town, South Africa Nedbank Full time

    **Relationship Manager** Requisition Number -122945 **Location** Pinelands-Western Cape **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 (i.e....