Client relationship consultant jobs in Stellenbosch

Client Relationship Manager The position reports to the Head of Family Office - Stellenbosch but may work for more than one senior executive in the Family Office team and may also be responsible for managing and developing more junior members of the Family Office team. This role involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with...

A prominent South African bank is looking for a licensed financial adviser to conduct comprehensive financial needs analyses and provide tailored recommendations to clients. The ideal candidate will establish and maintain professional relationships, meet sales targets, and manage their commission earnings. A Bachelor's degree in Accounting and experience in client management are required. This...

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

Client Relationship Associate A company in Stellenbosch is looking for a Client Relationship Associate. The company is a fast-growing and dynamic specialist in financial services. This is an excellent opportunity for those looking to develop a career in the finance and foreign exchange industry. Duties & Responsibilities - Generate new business opportunities in the personal and commercial...

A financial services provider in Stellenbosch is seeking a service-driven Broker Consultant to enhance relationships with Life Assurance intermediaries. This role focuses on business development and requires experience in the financial services sector. The successful candidate will support intermediaries' sales efforts, ensuring continuous improvement in service standards while aligning practices...

A well established transport services provider is seeking a Logistics Consultant to join their team in Stellenbosch. The ideal candidate should have 2-4 years of experience in the transport industry and a relevant degree or diploma. Key responsibilities include building client relationships, negotiating contracts and transport rates, managing volumes, and analyzing commodity trends. Experience in...

A leading financial services firm is looking for an individual to assist a Service Consultant in providing exceptional service to clients. The ideal candidate will have 2-3 years’ experience in a healthcare brokerage, possess relevant qualifications, and demonstrate strong problem-solving and communication skills. This role offers room for professional growth, a competitive rewards package, and a...

A well-established logistics organisation is seeking a Logistics Consultant in Stellenbosch. The role involves building and maintaining strong client relationships, negotiating contracts, and optimising transport rates. Applicants should have 2-4 years of experience in the transport industry, preferably with a degree or diploma. Strong customer service and analytical skills are essential, along...

Empowering Africa’s tomorrow, together…one story at a time. Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment,...

A leading recruitment firm is seeking a Virtual Advisor focused on personal lines insurance in Stellenbosch. You will provide expert solutions and build client relationships while ensuring compliance with regulatory standards. Candidates should have at least 2 years' experience in short-term insurance sales and an FSCA-approved qualification. This opportunity offers a pathway to a sustainable...

Reference: 8062 SJConsultant:Sone Johnson- Your responsibilities will include capturing data from their existing provider using Excel, ensuring their smooth setup, and providing training to help them navigate the platform.- The Customer Relationship Manager is responsible for engaging with clients by building and preserving trusting relationships.- Responsible for helping new customers get up and...

Job description: My Client is hiring a Client Relationship Officer. You will report directly to the Client Relationship Manager. The CRO plays a pivotal role in communication with the clients and the flow of certification. Your tasks You will be responsible for carrying out the following duties: - Manage client communication for the organic certification service in Southern and/or East Africa...

A business consulting firm in Stellenbosch is looking for a Client Relations Liaison to manage and maintain client relationships. The role involves building rapport with customers, conducting business reviews, and collaborating with the sales team to identify new sales opportunities. Candidates should have a minimum Grade 12 education, 2-3 years of sales experience, and strong interpersonal...

A human resources consultancy in Stellenbosch seeks a skilled administrator to handle client inquiries, manage diaries, prepare investment reviews, and maintain compliance. The ideal candidate should have a tertiary qualification and a minimum of 5 years of relevant experience. Strong administrative skills and proficiency in English and an additional official South African language are necessary....

Job description Job description We are looking for a young & dynamic person that can keep up to speed in a fast paced, energetic and inspiring working environment. This is an exciting opportunity to grow in the dynamic field of Real Estate - a sector that is proving to have no limitations. Job position summary:Utilising telephonic marketing strategies to generate new business as well as...

We are looking for a young & dynamic person that can keep up to speed in a fast paced, energetic and inspiring working environment. This is an exciting opportunity to grow in the dynamic field of Real Estate - a sector that is proving to have no limitations. Job position summary:Utilising telephonic marketing strategies to generate new business as well as carrying out CRM initiatives;Key skills...

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...

A major financial institution is seeking a FAIS licensed financial adviser based in Stellenbosch, Western Cape. The role involves establishing client relationships, conducting comprehensive financial needs analyses, and providing tailored advice based on client profiles. The adviser will also be responsible for meeting sales targets and ensuring compliance with regulations. The ideal candidate...

A leading African bank is seeking a Private Wealth Banker to manage and grow a portfolio of Private Wealth clients in Stellenbosch. The role involves achieving financial targets, enhancing customer experience, and ensuring adherence to regulatory frameworks. Successful candidates will possess a Bachelor's degree in Business or related fields and a strong track record in client relationship...

Job Functions - Building and maintaining relationships with clients/customers - Conducting business reviews to ensure clients are satisfied with their products and services - Alerting the sales team to opportunities for further sales within key clients - Informing customers of new product offerings - Attending meetings with clients to build relationships with existing accounts - Achieving client...