Client relationship consultant jobs in Kloof

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...

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 consulting company in Kloof, South Africa, seeks a dedicated individual to manage the onboarding process for new clients and affiliate POS systems. You'll be responsible for consultative projects, maintaining SOPs, and ensuring clients are well-integrated into our systems. Ideal candidates should have project management and client onboarding skills, along with knowledge in the...

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 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...

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 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 insurance recruitment agency in KwaZulu-Natal is looking for a Personal Lines Underwriter to handle quoting and issuance of insurance policies, manage client relationships, and ensure compliance with industry regulations. The ideal candidate should possess necessary qualifications and a client-centric approach to exceed expectations. This role requires relevant experience and specific...

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...

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 company in Durban seeks a Financial Consultant to provide exceptional client service and financial education. The role involves meeting sales and collections targets while building strong relationships and establishing new business pipelines. Candidates should have a Grade 12 education, with at least 2 years of relevant sales or client service experience. This...

An exciting opportunity awaits a seasoned Commercial Lines Underwriter at a forward-thinking firm. This role involves ensuring that the insurance needs of clients are met and exceeded, maintaining strong relationships while managing policy renewals and administration. The ideal candidate will have a strong background in underwriting, excellent communication skills, and a detail-oriented approach....