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Client relationship consultant jobs in Durban
Overview Purpose: To offer exceptional personalised service to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products and processes and to proactively assist and support team members. Responsibilities - Deliver a high level of personalised service to financial advisors,...
Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients and the marketplace. - Resolve queries from financial advisors and investors. - Be...
Purpose: To offer exceptional personalised service to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products and processes and to proactively assist and support team members. KEY RESPONSIBILITIES: Personalised service and enhanced client experience o Deliver a high level of...
A leading financial services provider in South Africa is seeking a Financial Advisor to deliver personalized financial advice and products. You will maintain long-term client relationships, support sales, and adhere to compliance standards. Successful candidates will have a Grade 12 qualification and completed FAIS requirements if applicable. This role emphasizes client engagement and ethical...
A leading financial services provider in Durban is seeking a FAIS licensed financial adviser to establish client relationships and conduct financial needs analysis. You will prepare tailored recommendations and monitor client portfolios to ensure ongoing suitability of solutions. Candidates should possess a Bachelor's degree in Accounting and strong sales techniques. A commitment to continuous...
A reputable financial services practice is seeking a Client Relationship Manager in Durban, KwaZulu-Natal. You will manage client communications, organise meetings, and handle client instructions efficiently. The ideal candidate will have at least 3 years of relevant experience, strong organisation skills, and proficiency in financial tools. This role offers a market-related salary and stable...
A leading financial services company in KwaZulu-Natal seeks a dedicated sales professional to provide products advice, ensure compliance, and develop customer relationships. Candidates must have at least 3 years of sales experience, strong communication skills, and a valid driver's license. The successful applicant will be accountable for achieving sales results and developing business...
JOB REQUIREMENTS AND QUALIFICATIONS MINIMUM QUALIFICATIONS 1. Tertiary qualification (3-year degree) in a finance/commerce related field of study. 2. 3-5 years experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning. 3. Valid drivers license. PREFERRED QUALIFICATIONS 1. 5+...
A leading financial services provider is seeking a Sales Consultant for their VAPS Lifestyle Team in Durban. The role involves inbound and outbound sales, customer relationship management, and a focus on meeting KPIs. Successful candidates will have 2-3 years of telephonic sales experience and a Matric qualification. If you have a passion for sales and customer solutions, apply to join this...
A leading financial services company in South Africa is looking for a Telephonic Sales Representative to drive customer relationships through inbound and outbound calls. The role involves initiating customer interactions, conducting needs analysis, and selling the best solutions that fit customer needs. Candidates must have a Grade 12 qualification and 2-3 years of telephonic sales experience,...
A financial services provider in Durban seeks a Business Consultant to enhance partner relationships and drive foreign exchange sales. The ideal candidate will manage client relationships through trades, achieve sales targets, and identify growth opportunities in the FX market. Successful applicants should possess a proven sales background in financial services, excellent communication skills,...
A leading distributor of luxury cosmetics is seeking a Beauty Consultant in Durban to drive sales and enhance client experiences. The ideal candidate will have a matric certificate and previous retail experience. Responsibilities include achieving sales targets, maintaining brand standards, and building client relationships. Join a dynamic team dedicated to luxury and excellence in the cosmetics...
A leading sales firm in Durban is seeking a motivated Sales Consultant to drive sales revenue by prospecting, qualifying, negotiating, and closing deals. The ideal candidate will have a strong track record in exceeding sales targets, combined with excellent communication and negotiation skills. You will be responsible for maintaining customer satisfaction and collaborating with team members to...
Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations. Locationx1 Nelspruit and x1 Durban Responsibilities and work outputs- Servicing of...
Job Location: Durban, KwaZulu-Natal, South Africa Application Deadline: January 30, 2026 Job Description - Relationship Management: Own the primary relationship with the client by being the client’s main contact point for all corporate and investment banking needs. - Client Solutioning: Take overall accountability for service delivery by setting the rules of engagement for the cross functional...
To provide a virtual / branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g. platform business) solutions which enables customers to pursue their ambitions allowing them to stimulate and contribute to the South African economy. Qualifications Type of Qualification : First Degree Field of Study : Business Commerce (FAIS...
Overview 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 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 - Identify and drive business...
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 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 To follow the six steps of financial...
Client Relationship Manager – Westville Join a reputable financial services practice as a Client Relationship Manager, providing vital support to our advisory team and ensuring each client receives exceptional care. This opportunity is perfect for someone who excels at organisation, values attention to detail, and is passionate about delivering outstanding client service. What You’ll Do: -...
A financial services company based in Durban is seeking candidates to provide advice on financial products. The role entails handling customer inquiries, maintaining CRM data, and developing customer relationships. Ideal candidates should have a Matriculation Certificate and demonstrate strong communication and customer focus skills. This position offers opportunities for business development and...