Client Portfolio Development Manager

2 days ago


Somerset West, Western Cape, South Africa Absa Group Full time
Job Description
  • New Business Origination: Identify and acquire new clients to expand the existing client base, thereby increasing revenue and market share.
  • Client Relationship Management: Foster strong, long-term relationships with existing clients, providing exceptional service, and ensuring their needs are met.
  • Credit and Risk Management: Involvement in credit-related tasks, such as assessing creditworthiness, managing risk, and ensuring compliance with regulatory requirements.
  • Assets under Management and Investments: Provide expert advice on investment opportunities, manage assets, and ensure optimal returns for clients.
  • Stakeholder Management: Collaborate with internal stakeholders, including sales, marketing, and product teams, to ensure seamless delivery of services to clients.
  • Query Resolution: Address client queries and concerns promptly, ensuring high levels of satisfaction and loyalty.


  • Somerset West, Western Cape, South Africa Absa Group Full time

    Job DescriptionTo succeed in this role, you will need to build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.Your responsibilities will...


  • Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

    Overall Purpose Our client is seeking a highly motivated Client Relationship Manager to assist in managing and growing their client base. The role involves overseeing existing client relationships, assisting with client onboarding, periodic reporting, and maintaining regular client communication. Additionally, the successful candidate will support new...

  • Business Development

    2 weeks ago


    Somerset West, Western Cape, South Africa Emporium Human Capital Full time

    Business Development Executive FinTech (POS24065)R 25 000 to R 35 000 per month plus commission (Negotiable)SandtonPosition Overview:Business Development/ Sales Executive calling on clients in the Property industry to sell PropTech/ FinTech productsRequirements:Matric4 to 5 years experience in the Property IndustryPrevious Experience in Business...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    A Vacancy in Client ServicesHelderberg Personnel seeks to employ a Trust and Client Services Officer who can provide exceptional support to the Client Services Team. The successful candidate will be responsible for managing client inquiries, resolving queries efficiently, and ensuring that all administrative tasks are completed accurately.This role offers...


  • Somerset West, Western Cape, South Africa Emporium Human Capital Full time

    Business Development Executive FinTech (POS24004)R 25 000 to R 35 000 per month plus commission (Negotiable)SandtonPosition Overview:Business Development/ Sales Executive calling on clients in the Property industry to sell PropTech/ FinTech productsRequirements:Matric4 to 5 years experience in the Property IndustryPrevious Experience in Business...


  • Somerset West, Western Cape, South Africa Emporium Human Capital Full time

    Business Development Executive FinTech (POS24003)R 25 000 to R 35 000 per month plus commission (Negotiable)Somerset WestPosition Overview:Business Development/ Sales Executive calling on clients in the Property industry to sell PropTech/ FinTech productsRequirements:Matric4 to 5 years experience in the Property IndustryPrevious Experience in Business...


  • Somerset West, Western Cape, South Africa NM Staffing Solutions (Pty)Ltd Full time

    The Head of Business Development is responsible for driving the company's growth through effective business development strategies, market expansion, and leadership. This position focuses on identifying and developing business opportunities, managing the sales pipeline, and fostering relationships within the solar PV PPA/EPC sectors. The successful candidate...


  • Somerset West, Western Cape, South Africa Datafin IT Recruitment Full time

    About UsDatafin IT Recruitment is a consulting firm based in Somerset West who specializes in leveraging MS365 business tools and implementing AI to revolutionize operations. Our focus is on delivering customized solutions to optimize operations and stimulate client growth.ResponsibilitiesDeliver High-Quality Customer Service:Maintain a CSAT score of 90% or...


  • Somerset West, Western Cape, South Africa DataFin Full time

    DataFin's Mission: Our mission is to deliver exceptional customer experiences through innovative Property Management Software solutions. We're seeking a skilled Customer Success Consultant to join our team and help us achieve this goal. About the Role: The ideal candidate will have proven ability to handle significant volumes of data, Advanced Excel skills,...


  • Somerset West, Western Cape, South Africa Warwick Wealth Advisory Partner Somerset West Full time

    What We OfferA dynamic and supportive work environmentOngoing training and development opportunitiesA competitive salary and benefits packageThe chance to work with a reputable and established investment advisory firmHow to ApplyIf you are a motivated and experienced investment professional looking for a new challenge, please submit your application.


  • Somerset West, Western Cape, South Africa Datafin IT Recruitment Full time

    About This RoleWe are looking for a highly skilled Client Relationship Specialist to join our team at Datafin IT Recruitment. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth and development, and ensuring seamless delivery of our services.This is an...


  • Somerset West, Western Cape, South Africa Datafin IT Recruitment Full time

    As a Business Development Manager at Datafin IT Recruitment, you will play a pivotal role in nurturing and expanding client relationships with our consulting firm based in Somerset West. Our team specializes in leveraging MS365 business tools and implementing AI to revolutionize operations.We are seeking a motivated individual who can uphold Monthly...


  • Somerset West, Western Cape, South Africa Datafin IT Recruitment Full time

    Job Description:A Telecoms Specialist seeks a seasoned and motivated Sales Development Manager to join their New Business Team. This role involves assessing leads and cultivating fresh sales within the South African Automotive Industry.Main Responsibilities:Lead Generation and Qualification:Research and identify potential customers through online research,...


  • Somerset West, Western Cape, South Africa Absa Group Full time

    About the RoleWe are seeking a highly skilled Private Wealth Banker to join our team in Somerset West.The successful candidate will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience...


  • Somerset West, Western Cape, South Africa Helderberg Personnel cc Full time

    Requirements: Minimum qualification Grade 12. Relevant tertiary qualification will be advantage. Minimum of 5 Years experience in a customer-service environment. Minimum of 3 Years experience in a supervisory/management role. Computer literate (Excel, Microsoft Word, Outlook, Power Point) Experience with Sage Evolution will be an advantage. Willingness to...


  • Somerset West, Western Cape, South Africa Helderberg Personnel cc Full time

    Furthermore, the ideal candidate is an excellent communicator, both verbally and in writing, and can confidently deliver client service of outstanding quality. Good leadership qualities and strong interpersonal, analytical and management skills are also required. The ability to work independently and proactively is a prerequisite. Exposure to a diverse...


  • Somerset West, Western Cape, South Africa Datafin IT Recruitment Full time

    Job Description:A rapidly expanding Telecoms Specialist seeks a seasoned and motivated Account Executive to join their New Business Team.The ideal candidate will be proactive, driven by results, and demonstrate exceptional communication and interpersonal abilities.Duties & Responsibilities:Lead Generation and Qualification:Research and identify potential...


  • Somerset West, Western Cape, South Africa Helderberg Personnel Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team in Somerset West. As a key member of the Client Services Team, you will be responsible for managing client relationships, administering pension and trust schemes, and ensuring compliance with regulatory requirements.The ideal candidate will have...


  • Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

    About Arvo Pty LtdArvo Pty Ltd is a fast-paced and dynamic software company specializing in property management solutions. We are committed to delivering innovative support services that meet our clients' needs.Job DescriptionWe are seeking a skilled Customer Support Consultant to join our team. The ideal candidate will be responsible for providing...


  • Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

    Arvo Pty Ltd is looking for a Business Development Assistant to join their team in Somerset West. The successful candidate will have a proven track record of success in sales administration roles and excellent customer service skills.About the RoleThe Business Development Assistant will be responsible for managing client relationships, processing orders, and...