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Customer Relationship Manager
Found in: Talent ZA C2 - 6 days ago
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Client Relationship Manager
Found in: Executive Placements ZA C2 - 5 days ago
Candidate Connect Cape Town, South AfricaUnique 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 / Clie ...
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Sales Relationship Manager
Found in: Talent ZA 2A C2 - 5 days ago
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Client Relationship Manager
Found in: Talent ZA C2 - 5 days ago
Candidate Connect Cape Town, South Africa Full timeUnique 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 / Clie ...
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Prospect Relationship Manager
Found in: Trabajos Diarios ZA C2 - 14 hours ago
The Intern Collab City of Cape Town, South Africa Part timeAbout the Company - Growth Agency · Their approach prioritises building relationships over hard selling, by identifying high-value prospects and strategically nurturing them over time until they come to you, well-informed and ready to purchase. In the early stages, a lot of focu ...
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Partnership/Relationship Manager
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Customer Relationship Manager
Found in: Talent ZA C2 - 6 days ago
Aramex Cape Town, South AfricaLocation -Cape Town , , South Africa (ZA) · Job ID -5985 · Key Responsibilities · Scheduling of business appointments with client base/book · Achieve individual targets · Maintain existing business · Identify & grow client base and revenue through selling of additional supply ...
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Relationship Manager: Private Clients
Found in: beBee S2 ZA - 18 hours ago
Nedbank CapeTown, South AfricaRelationship Manager: Private Clients (Dedicated) · Requisition Number-133484 · Closing Date-01 May 2024 · Location-PlatteKloof · Job Family · Sales And ServicesCareer Stream · Relationship ManagementLeadership Pipeline · Manage Self: ProfessionalFAIS Affected · FAIS Affected - Y ...
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3 X Regional Customer Relationship Manager
Found in: Talent ZA C2 - 4 days ago
Rentokil Initial Cape Town, South Africa Full timeThe aim of the role is to retain and grow business by owning sales, support and service relationships for nominated customer accounts. The CRM will act as a "conduit" to key touch points in the business and provide long term robust solutions for customers, which enhance and deliv ...
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3 X Key Account Customer Relationship Manager
Found in: Talent ZA C2 - 4 days ago
Rentokil Initial Cape Town, South Africa Full timeThe aim of the role is to retain and grow business by owning sales, support and service relationships for nominated customer accounts. The KACRM will act as a "conduit" to key touch points in the business and provide long term robust solutions for customers, which enhance and del ...
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Event Vendor Coordinator
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Telecommunications Treasury Accountant
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Private Banking Analyst
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Publication Coordinator
Found in: beBee Professionals ZA - 2 days ago
BeBee Professionals is looking for a Publication Coordinator to join our team in Cape Town. The successful candidate will be responsible for the coordination of the publication process, from the initial concept to the final product. · The ideal candidate should have a degree in p ...
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Senior Commercial Advisor
Found in: Job Placements ZA C2 - 5 days ago
Future Careers Cape Town, South AfricaAssists in planning and implementing pursuit of strategic opportunities for · Business Insurance, by cultivating client relationships or other commercial · relationships and identifying new markets for Business Insurance products orservices. · Monitor and assess sales and market ...
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Internal Commercial Sales Representative
Found in: Executive Placements ZA C2 - 6 days ago
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employee benefit consultant
Found in: Job Placements ZA C2 - 1 day ago
HR Genie Cape Town, South AfricaThe following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years experience in the Employee Benefits industry in a consultancy role; · Excellent ...
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Success Manager
Found in: Job Placements ZA C2 - 4 days ago
Tower Group Cape Town, South AfricaOur client based in Cape Town is seeking to employ a Success Manager which will be responsible for managing and maintaining new and existing client relationships, loyalty, driving growth, to ensure customer satisfaction and maximize the clients' revenue retention by upselling, cr ...
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Wolf of Wall Street
Found in: Job Placements ZA C2 - 4 days ago
Tower Group Cape Town, South AfricaOur client, a leading financial services concern is seeking to employ top billers who are interested or have experience within the financial realm of cryptocurrencies, stock markets, commodity and trading industries · JOB SUMMARY: · The Success Manager is responsible for managin ...
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Account Manager
Found in: Job Placements ZA C2 - 5 days ago
Service Solutions Cape Town, South AfricaOur client is seeking a dynamic and customer-oriented individual to join our team as an Account Manager. As an Account Manager, you will play a crucial role in maintaining and nurturing relationships with our valued clients. You will be responsible for ensuring client satisfactio ...
Client Relationship Manager - Cape Town, South Africa - CF Consulting
Description
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 units.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
? Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers.
? Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs.
? Support the business development/marketing efforts of the Group as well as develop new relationships through existing networks for business development purposes, with a medium term expectation to grow the business organically and through engaging new clients.
? Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs.
? Run clients' affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs.
? Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures.
? Approve payments, cash management, forex transactions.
? Review financial statements of client entities.
? Renegotiate existing loans with banks, negotiate new loans with banks.
? Review contracts between client entities and third parties.
? Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary.
? Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained.
QUALIFICATIONS AND EXPERIENCE
? Relevant professional Finance Services Industry Experience (Minimum of 5 years)
? CA(SA) registration plus 4 years relevant experience in the investment or wealth management space
? Previous wealth management experience in managing client relations and working with HNW clients
SKILLS
? Advanced Microsoft Excel, Word and PowerPoint skills
? Excellent analytical and numeracy skills and a strong commercial awareness
? Strong attention to detail
? Solid administration skills built up within a similar high net worth environment
? A solid understanding of financial accounts gained through practical experience
? A comprehensive understanding of financial markets and investment management
? A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
? Project Management Skills – must have ability to manage numerous projects simultaneously
? A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
? Interpersonal skills necessary to develop deep understanding of clients needs
? Broad and logical thinking to provide guidance and solutions to clients