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Financial Services Assistant

1 week ago

Sandton, South Africa Sasfin Business Banking Full time
About the Role

Sasfin Business Banking is seeking a skilled individual to work as a Client Relationship Manager. The successful candidate will have strong interpersonal and analytical skills.

Key Responsibilities:

  • Manage customer relationships, administer client portfolios, and provide superior customer service
  • Prepare and source information for clients' applications, assess financial statements, and comment on financials
  • Liaise with the Credit and Operations Departments to ensure smooth account running
  • Draw up security documentation for signature and perform general office duties as delegated

Desirable Skills and Qualifications:

  • Commercial degree, high level of numeracy and accuracy, full computer literacy
  • Experience in marketing or sales of asset, trade and debtor-based finance advantageous
  • Excellent communication, interpersonal, and analytical skills