Client relationship consultant jobs in Westville

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...

SUMMARY Client Relationship Officer | Durban POSITION INFO 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...

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...

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 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 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...

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...

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 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 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 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 consulting firm in Durban is seeking a Member Consultant to manage a portfolio of healthcare clients. The role involves servicing HR and members face-to-face regarding medical scheme queries, conducting training sessions, and ensuring strategic consulting for growth. The ideal candidate should have 3-5 years of healthcare administration experience, possess strong interpersonal and communication...

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 financial services institution in Durban is seeking a Customer Service Representative to manage inquiries from Personal Prestige and Private Banking clients. You will address client demands regarding product questions and account activities effectively. The ideal candidate will have at least 2-3 years’ experience in customer service, 1 year in sales, and must possess a valid driver’s license....

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...

A financial services recruitment agency seeks a skilled Private Banking Consultant in Durban. The role demands expertise in fostering customer relationships and offering tailored financial solutions. Ideal candidates will have a relevant degree, FAIS accreditation, and experience in Private Banking or Wealth Management. The position emphasizes both client retention and new business acquisition,...

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...

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...