Client Relationship Manager jobs

Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figuresLiaison with all clients allocated to the Wealth Specialist teamMaking and confirming of appointments for the Wealth Specialist as well as ensuring they have the c...

Attend to all existing client queries and requests Handle, maintain, and track of all leads received by the Wealth Specialist Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team Making and confirming of appointments for the Wealth Specialist as well as ensuring they have t...

Attend to all existing client queries and requests Handle, maintain, and track of all leads received by the Wealth Specialist Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team Making and confirming of appointments for the Wealth Specialist as well as ensuring they have t...

Umhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the Wealth Management industry with local and international clients. The role requires dealings with existing clients. Attend to all existing client...

Minimum Education: B COMM/FINANCIAL QUALIFICATION Minimum Experience: Between 5-10 years experience in the Financial Services Industry and preferable in a sales and client facing environment. Critical Competencies: â Financial modelling â Problem-solving skills â Deal structuring and pricing â Effective Client negotiating skills â Excellent client services â Analytical thinking â Effective commun...

Office and Client relationship manager Office and Client relationship manager at a Professional dealership in Johannesburg Duties: Ensure steady flow of new business by using/promoting relationships with insurance companies, brokers and assessors. Control front office admin functions, ensure all admin is up to date Handle customer service queries Control vehicle booking schedule and weekly target...

With a history spanning over 150 years, our client didn't become the world's leading food and beverages brand by chance. Perfection is at the heart of what we do, and our people are always looking for the next big idea to cement our status. They are now looking for an IT Finance, Control & Legal Functional Relationship Manager within our IT department based in Bryanston. Relationship Management D...

Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum QualificationsType of Qualification: First Degree (FAIS required)Field of Study: Business CommerceExperience RequiredRelationship Banking...

Reference: HC003324-Carol-1 Main Purpose of the Job deal origination, building and owning client and partnerships leading to bankable deals. To source potential new clients for the Business banking Division of the Bank. To liaise and negotiate with new and existing clients of the Bank and to accurately analyse potential transactions. To liaise and co-ordinate with relevant staff and departments a...

Robert Walters South Africa As a valued member within this thriving and innovative business, the Client Services Manager will play a pivotal role in ensuring that all client service activities enhance client satisfaction, increase active client engagement and maintain positive client relations. Additionally, they will focus on managing client service teams and developing strategies to improve ser...

Reference: HC003324-Carol-1 Main Purpose of the Job deal origination, building and owning client and partnerships leading to bankable deals. To source potential new clients for the Business banking Division of the Bank. To liaise and negotiate with new and existing clients of the Bank and to accurately analyse potential transactions. To liaise and co-ordinate with relevant staff and departments a...

Relationship Executive SME Pipelining page is loaded Relationship Executive SME Pipelining Apply locations Amanzimtoti time type Full time posted on Posted Yesterday job requisition id R-15963270 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family...

Robert Walters South Africa As a valued member within this thriving and innovative business, the Client Services Manager will play a pivotal role in ensuring that all client service activities enhance client satisfaction, increase active client engagement and maintain positive client relations. Additionally, they will focus on managing client service teams and developing strategies to improve ser...

NTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future. In today's 'iNTTerconnected' world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our clients solve some of the world's most significant technologi...

Description This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.Key Resul...

Business Segment: Business & Commercial Banking Location: ZA, GP, Johannesburg, Simmonds Street 5 To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum QualificationsBusiness Commerce degree (FAIS related)Experience Required3-4 years' Expe...

ABOUT XCEPTORData is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.We are recognised as an expert in the Financia...

These jobs were popular with other job seekersAcademic Excellence: You have a strong academic background, demonstrating your ability to excel in learning and applying knowledge effectively. Ambitious Self-Starter: You are driven by ambition and a desire to advance your career. You proactively seek out opportunities for growth and development. Keen Attention to Detail: Your meticulous nature ensur...

Employer Description Luxury safari Lodge situated in Tanzania Job Description My client is looking for a dynamic and experienced manager / management couple to oversee the operations of a luxury safari lodge. As the manager / management couple, you will be responsible for ensuring the smooth and efficient functioning of all aspects of the lodge, providing exceptional guest experiences, and mainta...

Our client is an international IPP, based in Johannesburg. They're looking for a strong HR Manager specializing in Talent and OD at country level. They will be responsible for country wise design, governance, and delivery of: Managing a diverse talent pool of Employees and support them to grow to their full potential and contribute to the HR strategy of the company. Drive implementation of effect...

Relationship Executive SME Pipelining (Limpopo) page is loaded Relationship Executive SME Pipelining (Limpopo) Apply locations Polokwane Tzaneen time type Full time posted on Posted Yesterday job requisition id R-15963276 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise...

The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase the Company's market share in the area of Funds Under Management. These individuals build a trusting relationship with the private wealth clients, fostering confidence and goodwi...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our pri...

Relationship Manager (Mandarin Speaking) Relationship Manager (Mandarin Speaking) To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing custom...