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Client Relationship Manager jobs in Pinetown
An exciting opportunity awaits at a prestigious financial services firm, where you can step into the role of a Business Development Executive. This dynamic position is perfect for those looking to drive growth and foster lasting client relationships in a supportive environment. You will be responsible for quoting new business requests, issuing policies, and meeting monthly targets while ensuring...
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 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...
Sales Representative for Skin Care Brand Our sales department is looking for a strong team player to join the Dynamic Sales Team for a well-known skin care brand. The successful applicant is required to be independent, self-motivated, self-confident, driven, and display punctuality, accuracy, and a spirit of innovation. This position is based in Hillcrest, Kwazulu-Natal. Duties &...
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...
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...
The purpose of a Customer Relations Consultant is to protect the Region and Company’s revenue from risk of loss or reduction of portfolio. To represent the Region and Company to existing customers in pursuit of business retention, and actively seek portfolio growth opportunities. To achieve Retention and growth targets, and annual KPI’s. Requirements:KEY WORK OUTPUTS & ACCOUNTABILITIES-...
A leading bank seeks an experienced Premium Segment Relationship Manager to cultivate high-value client relationships and deliver tailored banking solutions. This role involves strategic planning, in-depth financial analysis, and proactive risk management to enhance client satisfaction and drive portfolio growth. Candidates should possess strong relationship management skills, relevant...
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...
A leading financial institution is seeking a skilled individual for a Strategic Sales Management role. The position involves building and maintaining relationships with clients and internal stakeholders to meet strategic objectives. Candidates should possess a Matric certificate and an Advanced Diploma, with considerable experience in strategic sales, particularly in management roles. This role...
Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value. - Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent...
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 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 provider seeks an OMF Financial Consultant in Pinetown to provide product advice and build relationships with potential customers. Responsibilities include customer service activities, compliance assessments, and sales opportunities creation. Candidates should demonstrate effective communication skills and the ability to manage customer inquiries. This role emphasizes...
A leading African financial institution is looking for a Business Development Manager to identify and drive business with new and existing customers. The role involves developing credit solutions, assisting in business planning, and managing key accounts. The ideal candidate will possess a Bachelor's in Business, strong banking skills, and maintain effective customer relationships. Excellent...
A leading financial institution in Durban is seeking a Talent Acquisition Specialist to grow commercial bank revenue by acquiring new clients and managing relationships. The ideal candidate should have 7 - 10 years of experience in Commercial Banking and the ability to manage a significant client portfolio. Key responsibilities include client acquisition, conducting portfolio reviews, and...
A well-respected client in the financial services industry is seeking a Financial Services Assistant specifically in the wealth field. The ideal candidate will assist a Wealth Manager with client servicing, administration, and compliance processes. A Matric and at least 2 years of relevant experience are required, along with strong organizational and client service skills. Proficiency in MS...