Client Relationship Manager jobs in George

A leading financial services company is seeking a Financial Advisor for the Cape South Coast region. This permanent role involves attracting and retaining clients by providing tailored financial advice and selling a range of financial products. Candidates should possess a relevant degree and have 1-2 years of experience in a financial advisory role. Strong communication and interpersonal skills...

Stay safe online.Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. Find your perfect role at Santam Motor Claims Relationship Manager- George This career opportunity is available at Santam for a Motor Claims Relationship Manager and will be based in the Motor Claims South Region, George. WHAT WILL YOU DO? Overall responsible for...

About The Role Altabank, Division of Glacier Bank, is looking for a Full-time Commercial Loan Officer II for our St George branch. Position Purpose In partnership with branch/department employees, the Relationship Manager II helps ensure the branch/department controls and the risks to the Bank are met. They also work to meet organizational, financial, operation, service, sales, and growth...

Job Description To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and reactive response to client demands. Qualifications - FAIS...

Business Segment: Personal & Private Banking To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and reactive response to client...

A leading South African financial services firm is seeking an individual to provide superior client service and financial education. The role involves achieving sales targets in lending and other products while educating clients on responsible credit use. Candidates should possess a Matriculation Certificate and demonstrate strong communication and networking skills. This position requires...

A reputable financial services provider is seeking a Business Consultant to establish meaningful partnerships with Independent Financial Advisors (IFAs). The ideal candidate will possess a 3 year degree in a relevant field and have 3-5 years of financial service industry experience, including sales and service roles. Responsibilities include understanding IFA needs, exceeding sales targets, and...

A prominent hardware supplier based in George is seeking a Sales Representative to drive sales in hardware equipment. The ideal candidate should have 2-3 years of sales experience, especially in selling power tools and related items. Responsibilities include establishing customer relationships, implementing marketing strategies, and managing account expenses. The role requires excellent...

A leading insurance brokerage in George is seeking an Account Executive to enhance their market presence. The successful candidate will have a minimum of 7 years in short-term insurance, including 3 years in a commercial account servicing role. Key skills include business acumen, communication, and sales expertise. The position offers a dynamic work environment contributing to a vital team that...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

A leading financial institution seeks a dynamic Wealth Acquisition Banker in George to build and enhance relationships with high-net-worth clients. Responsibilities include delivering bespoke banking solutions, managing a complex client portfolio, and engaging in proactive client communication. The ideal candidate will have over 5 years of experience in Private Client banking, excellent...

A recruitment agency is seeking a Sales & Marketing Coordinator in George, South Africa. This role requires handling client relationships, managing sales inquiries through a CRM system, and preparing quotes. The ideal candidate should have a Matric with mathematics and previous sales experience. Strong computer skills in Google applications and Excel are essential. The position involves ensuring...

A leading financial institution in South Africa seeks a dedicated professional to enhance service delivery in Personal and Private Banking. The role involves managing client relationships, specifically in lending and transactional product execution. Candidates should possess a FAIS-aligned degree in Business Commerce and have 3–4 years of relevant banking experience, especially with Prestige...

A financial institution in George, Western Cape is seeking a Full-time Commercial Loan Officer II. The candidate will manage a loan portfolio of $15-20 million, ensuring compliance and providing superior customer service. Qualifications include 2-5 years of related experience and a college degree or equivalent. The position requires strong analytical skills, knowledge of lending laws, and...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A leading financial institution in South Africa is seeking an individual with banking experience to enhance client relationships and manage service gaps. The role requires a FAIS-aligned degree and 3-4 years in Personal and Private Banking, focusing on lending and transactional products. Candidates should possess strong communication skills, be client-focused, and able to execute campaigns...

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large...