Current jobs related to Client Relationship Consultant: NICHE - Cape Town - Sanlam

  • Client Relationship Manager

    4 months 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...

  • Client Relationship Management Administrator

    3 months ago

    Cape Town, South Africa Kaelo Full time

    Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee...

  • Client Relationship Manager

    3 months 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 months 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 Associate

    2 months 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...

  • Brand Manager

    3 months ago

    Cape Town, South Africa Prestige Cosmetics Group Full time

    **Job Description: Brand Manager: Niche Fragrances** **Position**: Brand Manager **Department** : Luxury Cosmetics Brands: Marketing **Location**: Cape Town **Reporting to** : Marketing Manager **Purpose of the Role** To develop the brand strategies in South Africa and optimise the A&P investment tools, ensuring a 360̊ approach to all marketing...

  • Client Relations Consultant

    3 months ago

    Cape Town, South Africa Robertson Bell Full time

    **Client Relations Consultant** Fully Remote **About Robertson Bell**: Robertson Bell are a specialist Finance recruitment agency for the not for profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your own personal...

  • Recruitment consultant

    2 months ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Job Description: As an exceptional Finance Recruitment Consultant, you will play a pivotal role in identifying, engaging, and placing high-caliber finance professionals in roles that match their skills and career aspirations. You will use cutting-edge recruitment tools and techniques to streamline the hiring process and deliver exceptional results.Key...

  • Recruitment consultant

    2 months ago

    Cape Town, South Africa Talentfinder (Advtech) Full time

    Job Description: As an exceptional Finance Recruitment Consultant, you will play a pivotal role in identifying, engaging, and placing high-caliber finance professionals in roles that match their skills and career aspirations. You will use cutting-edge recruitment tools and techniques to streamline the hiring process and deliver exceptional results.Key...

  • Recruitment consultant

    2 months ago

    Cape Town, South Africa Talentfinder (Advtech) Full time

    Job Description: As an exceptional Finance Recruitment Consultant, you will play a pivotal role in identifying, engaging, and placing high-caliber finance professionals in roles that match their skills and career aspirations. You will use cutting-edge recruitment tools and techniques to streamline the hiring process and deliver exceptional results.Key...

  • Recruitment Consultant

    2 months ago

    Cape Town, South Africa Talentfinder (Advtech) Full time

    About Us: Network Recruitment is a distinguished leader in niche recruitment within IT, Finance, and Engineering sectors. With a longstanding reputation and extensive industry networks, we offer unparalleled opportunities for career advancement and success.The Role: As a Finance Recruitment Consultant at Network Recruitment in N1 City, Cape Town, you will...

  • Recruitment Consultant

    2 months ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    About Us: Network Recruitment is a distinguished leader in niche recruitment within IT, Finance, and Engineering sectors. With a longstanding reputation and extensive industry networks, we offer unparalleled opportunities for career advancement and success.The Role: As a Finance Recruitment Consultant at Network Recruitment in N1 City, Cape Town, you will...

  • Internal Client Relationship Consultant

    3 months ago

    Cape Town, South Africa Time Personnel Full time

    **REQUIREMENTS** - Matric or equivalent relevant qualification advantageous - Previous sales experience (preferably with a call centre) - Excellent communication skills - FAIS RE5 (advantageous) - Track record of meeting sales targets **DUTIES** - Extensive client liaison calls - Generate new referral business. - Cross-sell existing products to current...

  • Client Relationship Manager

    1 month ago

    Cape Town, South Africa Lexdan Select Full time

    Functions:Responsible for building a network in the Western Cape, amongst High Networth Individuals & Institutions and cultivate relationships of trust Responsible for being able to source deals Provide transaction structuring input and guidance to investment teams, in order to structure transactions in the manner that will be the most desirable to clients ...

  • Internal Client Relationship Consultant

    4 weeks ago

    Cape Town, South Africa Time Personnel Full time

    REQUIREMENTSMatric or equivalent relevant qualification advantageousPrevious sales experience (preferably with a call centre)Excellent communication skillsFAIS RE5 (advantageous)Track record of meeting sales targets DUTIES Extensive client liaison callsGenerate new referral business.Cross-sell existing products to current clients.Maintain the active base...

  • Internal Client Relationship Consultant

    4 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    REQUIREMENTSMatric or equivalent relevant qualification advantageousPrevious sales experience (preferably with a call centre)Excellent communication skillsFAIS RE5 (advantageous)Track record of meeting sales targets DUTIES Extensive client liaison callsGenerate new referral business.Cross-sell existing products to current clients.Maintain the active base by...

  • Internal Client Relationship Consultant

    4 weeks ago

    Cape Town, South Africa Time Personnel Full time

    REQUIREMENTS Matric or equivalent relevant qualification advantageous Previous sales experience (preferably with a call centre) Excellent communication skills FAIS RE5 (advantageous) Track record of meeting sales targets DUTIES Extensive client liaison calls Generate new referral business. Cross-sell existing products to current clients. Maintain the...

  • Client Success Consultant

    3 months ago

    Cape Town, South Africa Outsourced CFO Full time

    Outsourced CFO is looking for a customer-centric individual who will champion client satisfaction and foster long-term relationships. You will be instrumental in guiding clients through their journey from onboarding to driving service adoption, and cultivate a culture of success.Reporting directly to the department heads of our Growth and CFO divisions.Job...

  • Investment Client Services Consultant

    3 months ago

    Cape Town, South Africa Six Sense Full time

    Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

  • Client Service Consultant Operations

    3 weeks 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 Consultant: NICHE

2 months 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 comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?

Job purpose 

To assist High Net Worth intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key outcomes

The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche

• Develop trust relationships with a portfolio of intermediaries, Sales and Client Services teams
• Handling client service requests through;
o Continuously liaising with High Net Worth intermediaries regarding progress or any requirements on pending transactions,
o Technical understanding of internal processes and relevant legislation
o Suggest ways of improving client service by reporting on trends
o Prompt handling and analysing of problems / complaints 
o Decision making after important information has been gathered and analysed
o Digital guidance and support
• Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
• This should include the development of a SMART action plan
• Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
• Must be able to manage workflow and meet contracted deadlines
• Ability to enhance efficiencies to improve ease of doing business with Glacier
• Ability to self-manage by delivering quality service and maintaining service levels

Qualifications and experience

• Matric / Grade 12
• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client relationship experience within the financial services industry 
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity, and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist

The ability to travel independently both in SA and Namibia is a requirement for the role.

To apply

Please submit your application by 31 July 2024.

Qualification and Experience

Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

Financial advice and supportAssist with production target achievementCompliancePartnership and network building

Personal Attributes

Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.