Client Relationship Officer jobs in Milnerton

We are seeking a Client Relationship Officer to join a premier investment specialist firm in Johannesburg. This role is crucial for servicing a dedicated book of private clients and maintaining the companys market share in Funds Under Management. The ideal candidate will have a tertiary qualification in a finance or commerce-related field and 3-5 years of experience in financial services with...

Overview Client Relationship Coordinator placement Point • Cape Town, Western Cape. A well established, reputable and growing firm based in Newlands, requires a Client Relations Coordinator. Responsibilities - Work as part of a professional team of 12 people, office based in Newlands. - Call clients from leads provided to book appointments. Qualifications - Familiar with the industry;...

A leading banking institution is seeking a Client Relationship Associate for its Cape Town office. The ideal candidate will be responsible for operational aspects of client relationships and possess at least 3 years of experience in a banking or client facing role. The role requires a thorough understanding of client onboarding processes and excellent customer service skills. The position offers...

Job Summary >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 CIB Coverage is looking for a...

A recruitment agency is seeking a dynamic Midlevel Sales Consultant/Executive/Specialist to join their team in Cape Town. The ideal candidate should have 3-5 years of sales experience, specifically in the hosting industry. Responsibilities include developing sales strategies, closing deals, and maintaining client relationships. The role requires excellent communication skills and a self-motivated...

A leading South African bank is seeking a dedicated Client Service Representative in Cape Town to provide personalized financial solutions and exceptional client service. The ideal candidate should have 3-6 years of banking experience, strong relationship management skills, and an advanced diploma. Key responsibilities include nurturing client relationships, identifying sales opportunities, and...

Remote | Full-time | B2B Tech | English About ATLAS ANALYTICS ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound, high-impact lead generation, and scalable pipeline systems. We don’t “run campaigns.” We act as an embedded growth engine. Our clients close deals, and we keep their pipeline moving. We move fast, tell the truth, and keep things...

A leading financial services provider in South Africa is seeking individuals for a financial advisory role to deliver professional financial advice and build long-term client relationships. The successful candidate will be committed to achieving business growth while adhering to compliance standards. Applicants should possess Grade 12 and complete required FAIS Fit and Proper assessments. This...

A financial services firm is seeking to fill a role aimed at building financial advisory knowledge and assisting in relationship management. This position focuses on delivering tailored solutions for high-net-worth clients and supporting senior advisers in providing holistic financial planning. Ideal candidates will be proactive, have strong interpersonal skills, and be able to work under...

Overview Client Relationship Coordinator required in Cape Town. Responsibilities - Lead Screening & Qualification - Contact new inbound and outbound leads to assess interest and suitability - Ask key questions to determine if leads fit our client profile - Log lead information accurately in the CRM system - Appointment Setting & Follow-Ups - Secure qualified meetings for the Sales team -...

Client Relantionship – Technical Integrations Remote | Working Hours: 4:00 PM – 12:00 AM Role Overview We are seeking an experienced Key Account Manager with a strong focus on client relationship management, account growth, and solution delivery. This role acts as the trusted advisor and primary point of contact for strategic clients, combining commercial awareness with technical integration...

A leading luxury brand is seeking a Client Advisor in Cape Town to foster strong relationships with Clients and ensure an exceptional experience. The ideal candidate must have outstanding empathy and adaptability to effectively cater to diverse client needs. Responsibilities include achieving sales goals, providing tailored advice on products, and maintaining the brand's high standards....

📍 Remote | Full-time | B2B Tech | English (German a strong plus) About ATLAS ANALYTICS ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound, high-impact lead generation, and scalable pipeline systems. We don’t “run campaigns.” We act as an embedded growth engine. Our clients close deals, and we keep their pipeline moving. We move fast, tell the truth,...

Overview Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Provides a positive customer experience by being helpful and sensitive to customer needs, managing...

A digital life insurance company is seeking an Insurance Sales Specialist to drive sales and build client connections in Cape Town. The role involves developing sales strategies, pursuing new business opportunities, and marketing insurance products. A minimum of 1-year experience in insurance sales is required, along with proficiency in English and Afrikaans. Benefits include group life cover...

Overview Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. Job Role Overview: - Complete client onboarding process & FICA verification process - Generating provider quotes & risk and/or investment proposals - Case Management: - Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork) -...

As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business growth through excellent client...

A leading financial services provider in Cape Town is seeking a dynamic Client Relationship Associate to join its Client Coverage team. The ideal candidate should have an NQF6 qualification and 3 years of experience in client-facing roles. Responsibilities include supporting lead bankers, conducting service reviews, and managing client relationships effectively. This role offers a chance to...

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 CIB Coverage is looking for a Client...

📠Remote | Full-time | B2B Tech | English (German a strong plus) About ATLAS ANALYTICS ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound, high-impact lead generation, and scalable pipeline systems. We don’t “run campaigns.” We act as an embedded growth engine. Our clients close deals, and we keep their pipeline moving. We move fast, tell the...