Client Relationship Manager jobs in Kraaifontein, Western Cape

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...

Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Job Description:The CRM Administrator will be responsible for managing and measuring new business, client relationship and general office and distribution development, administration, marketing activities and query...

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...

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 leading financial services company in Durbanville seeks an Associate Wealth Manager to partner with wealth managers, addressing clients' risk needs and cultivating relationships. Ideal candidates have a Business Degree, relevant experience in risk insurance sales, and strong client management skills. This full-time role offers a variable earning potential based on commissions and requires skill...

This role is central to managing and expanding relationships with digital and banking payment networks, with a strong focus on optimising transaction performance, strengthening partnerships, and supporting sustainable business growth. The successful candidate will be a strategic, commercially minded professional with deep experience in the fintech, banking, or payments ecosystem. They will take...

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...

What will you do?- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...

A leading educational institution in South Africa seeks a Front Desk Coordinator for their car rental team in Cape Town. The role involves welcoming clients, managing calls and emails, and supporting office administration tasks. Ideal candidates should have Matric/Grade 12 and 2–4 years of relevant administrative experience. A professional demeanor, reliability, and comfort with MS Office are...

Location: Bellville (Cape Town) / Centurion (Hybrid) Experience: 5–8 years Type: Full-time Role Overview The Client Value Manager (CVM) is the operational and technical link between INOVO and its clients. You will be responsible for ensuring that client needs are accurately captured, translated into actionable solutions, and delivered with excellence. This is a hands-on, detail-oriented role...

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,...

Job Title: Assistant Property Manager - Communications & Client EngagementLocation:Remote Position (Western Cape-based)Department: Property ManagementCompany OverviewUrang Property Management is a London-based agency overseeing more than 10,000 residential units. Our South African support team operates through Block Management Solutions, with a co-working space in Stellenbosch for occasional team...

This position involves overseeing the Services teams to ensure efficient scheduling and a consistently high standard of customer experience. You will manage after-sales service delivery, track and report on team KPIs, oversee call logging and ticket resolution, and ensure customer quotations are prepared and approved timeously. The ideal candidate will bring a minimum of 5 years experience in a...

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...

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 leading family office group in Stellenbosch is seeking a Client Relationship Manager to build long-term relationships with clients and oversee their financial affairs. The ideal candidate will have 8 years of experience in the Finance Services Industry and a relevant professional qualification. Key skills include advanced Excel and project management. Responsibilities involve communication with...

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...