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Financial Services Coordinator

2 weeks ago

Stellenbosch, Western Cape, South Africa Jean-Mari Hellig Consult Full time
Duties & Responsibilities

The Client Relationship Associate will be responsible for generating new business opportunities in the personal and commercial foreign exchange markets.

You will build and maintain networks for effective lead generation, collaborate with senior staff to navigate more complex leads and clients, and cultivate and manage a growing portfolio of clients contributing to the company's overall business growth.

  • Key Responsibilities include developing and expanding client relationships to enhance business growth, working closely with experienced sales team members for mentorship and learning, creating and delivering engaging presentations to potential clients, and identifying and pursuing new market opportunities to expand the client base.