18 client relationship manager jobs

Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM). DUTIES AND DAILY RESPONSIBILITIES: Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLA and in accordance with Sygnia’s servicing standards. Discuss and explain all funds, products and services offered by Sygnia as well as all operational processes and requirements. Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents...

Why Verifone For more than 40 years Verifone has established a remarkable record of leadership in the electronic payment technology industry. Verifone has one of the leading electronic payment solutions brands and is one of the largest providers of electronic payment systems worldwide. Verifone has a diverse, dynamic and fast paced work environment in which employees are focused on results and have opportunities to excel. We take pride in the fact that we work with leading retailers, merchants, banks, and third party partners to invent and deliver innovative payments solution around the world. We strive for excellence in our products and services, and are obsessed with customer happiness. Across the globe, Verifone employees are leading the payments industry through experience, innovation, and an ambitious spirit. Whether it’s developing the next platform of secure payment systems or searching for new ways to bring electronic payments to new markets, the team at Verifone is...

The Channel Account Manager role manages and enables the success of a defined set of existing partners and grows adoption of the entire suite of NMI products. Reporting to the Manager of Channel Account Management, you will be part of a collaborative and engaged team responsible for supporting and growing our ISO and ISV partners in North America. This is a unique opportunity to be part of a fast growing team that helps our partners deliver innovative experiences in the payments landscape. Attendance within the Cape Town office for US Working Hours is required for this role. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We're the platform that powers success...

Why Verifone For more than 40 years Verifone has established a remarkable record of leadership in the electronic payment technology industry. Verifone has one of the leading electronic payment solutions brands and is one of the largest providers of electronic payment systems worldwide. Verifone has a diverse, dynamic and fast paced work environment in which employees are focused on results and have opportunities to excel. We take pride in the fact that we work with leading retailers, merchants, banks, and third party partners to invent and deliver innovative payments solution around the world. We strive for excellence in our products and services, and are obsessed with customer happiness. Across the globe, Verifone employees are leading the payments industry through experience, innovation, and an ambitious spirit. Whether it’s developing the next platform of secure payment systems or searching for new ways to bring electronic payments to new markets, the team at Verifone is...

Job Purpose To grow commercial bank revenue through the management and cross sell to existing portfolio; as well as the acquisition of new to bank high revenue commercial customers in order to create and increase revenue and maximize economic profit to achieve the banks strategic objectives and create shareholder value Job Responsibilities Acquire new commercial clients with annual turnover of between R30m - R1b through a process of prospecting and networking to achieve market share growth aspirations. Be a trusted advisor to commercial clients in specialised industries (i.e., Agri; Franchise, Fintech, Manufacturing) through continuous professional development; exposure, experience, and personal up-skilling. Stay abreast with latest economic trends and developments (i.e., green energy and sustainable agriculture) and applying this knowledge by adding value to client engagements and identifying opportunities to the greater benefit of Nedbank....

At Exness, we are not just a leading trading broker—we’ve reimagined what it takes to be a leader. With 2,000+ people across 13 countries, we combine scale, care, and real tech to make trading better for over a million clients globally. Recognised globally as a Best Place to Work, we’re a people-first company where long-term wins always matter more. As part of our team, you will shape the future of fintech with real technology, care, and purpose. Your role at Exness: A member of the specialised partner relationship management department focussed on on providing an exceptional level of care to new and existing partners through a value-driven relationship-based approach. The Partner Relationship Manager will retain and grow Partners, providing relationship management and support throughout the partner user journey. This role primarily supports partners within the Indian South African market. The role is based in our Cape Town office. In case of relocation, we offer full...

WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers. OVERALL PURPOSE The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Principal Elements & Accountabilities Portfolio Management Ensure proper take-on of new clients, collecting FICA and liaising with client service team Conducts suitability assessment of clients and analysis of client affairs (fact find) Prepare new client reviews and...

We're seeking an enthusiastic and people-oriented HR generalist, who is an excellent communicator, detail-oriented professional with practical knowledge of local South African employment law and practices. This role will be the face of NMI's People function in South Africa, shaping workplace culture, supporting leadership and ensuring compliance with all South African employment legislation. Operating during later hours to align with our global operations, you'll be an integral part of our onsite leadership team while partnering closely with our global People function. This role requires a collaborative and adaptable, creative thinker, with hands-on experience in engagement and culture initiatives, HR administration and employee relations. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and...

Meet Ozow Ozow is a leading fintech company that's redefining digital payments in South Africa and beyond. We're dedicated to making payments more accessible, secure, and convenient for both businesses and consumers. As a fast-growing player in the financial technology sector, Ozow fosters a culture of innovation, diversity, and inclusivity. We believe in pushing the boundaries of what's possible and are committed to making a positive impact on the world through our payment solutions. More about this Ozow fantastic position We are seeking a commercially driven and technically fluent Technical Sales Lead to steer how Ozow designs, sells and delivers payment solutions across our entire merchant base. This is a growth role. It owns the way we approach both existing merchants and prospective merchants, turning Ozow's product capability and payment rails into solutions that win new business, deepen and retain the merchants we already serve, and open new revenue streams. It...

ThinkMarkets is a global financial technology company specializing in multi-asset trading solutions. Through our flagship ThinkTrader platform, we empower clients worldwide to trade 24/7 across global markets. Our mission is to bridge the gap between traders, investors, and platforms, providing seamless access to thousands of financial instruments. Utilizing cutting-edge technology, we ensure a superior trading experience. We are looking for a Digital Marketing Manager to drive ThinkMarkets' brand awareness, client acquisition, and commercial growth across South Africa. You'll be responsible for delivering data-led marketing strategies that combine digital performance, brand development, PR, and localized campaigns, ensuring ThinkMarkets continues to strengthen its position within the South African online trading market. Key Responsibilities: Digital Marketing Strategy & Growth Develop and execute the digital marketing strategy for South Africa, aligned with global...

Job Purpose To provide claims administration support in respect of short term insurance matters to stakeholders in line with Nedbank strategy. Job Responsibilities Comply with Service Level Agreement or Claims Protocol by administering and facilitating the claims process. Reduce risk to Nedbank Group by monitoring, identifying and reporting trends in claims. Build networks with stakeholders by participating in forums. Identify, build and maintain relationships with stakeholders to understand their short term insurance needs. Meet client needs by ensuring claims are processed according to service level agreement and insurance policy. Initiate and process claims to finalisation by ensuring compliance to insurance policy. Comply with Service Level Agreements by adhering to self imposed standards and timeframes. Minimise risk by complying with all Nedbank policies and procedures. Keep abreast of legislation and other industry changes that impacts...

About HFM: HFM is an internationally acclaimed multi-asset broker, delivering cutting-edge trading tools, platforms, and conditions to traders worldwide. We are committed to innovation, transparency, and excellence in the financial markets. As we continue to expand, we are seeking a driven and strategic Account Manager to join our team. Your role at HFM: Presents products and services of HFM to prospective clients in informative manner. Serves as a primary point of contact for clients, providing support and addressing all inquiries related to the company's offerings and services. Provides guidance to new clients on the onboarding process and develops client relationships Cultivate successful client relationships and maintains a high level of client satisfaction. Knows all the features and benefits of all products, services and trading systems and tools offered. Attains full understanding of the Company’s internal operating systems. Engages with prospective clients...

Job Summary Treasury Markets (TM) serves as a vital frontline execution division within Treasury, tasked with key responsibilities that ensure the effective balance and optimisation of liquidity and capital across the organisation. The position focuses on managing liquidity and investment portfolios while actively overseeing interest rate risk within the banking book to enhance the Group's Return on Tangible Equity (ROTE). The Treasury Markets Dealer plays a proactive role in providing insightful, market-driven solutions to internal partners, fostering collaboration across regions to prioritise Group-wide performance over individual country or regional advantages. This role demands strong analytical and risk management skills combined with an ability to stay agile and responsive in a dynamic market environment. You will be part of a team that values professionalism and strategic thinking to drive sustainable financial success for the Bank. Key Responsibilities Liquidity...

About The Role We are looking for a highly motivated and dedicated individual to lead compliance activities in support of the Swiss Re Corporate Solutions business in South Africa to ensure compliance with the applicable rules and regulations. You will also have the opportunity to engage in broader Compliance initiatives. Specifically, You Will Monitor, assess and support implementation of regulatory developments relating to Compliance Risks. Support the development of local Compliance Risk Frameworks, in coordination with Global Compliance as necessary, including drafting local standards and processes, training and communication for new and changes to regulations. Provide enabling guidance and communication to the business with respect to Compliance requirements and implementation of the Compliance Programme, including Global Compliance topics, with a particular focus on South African requirements. Provide compliance advice on products, initiatives,...

About us: Luno is the crypto investment app you can rely on, enabling you to buy, store and explore crypto securely. We’re committed to putting the power of cryptocurrency in everyone's hands sensibly and responsibly. Since 2013, we’ve helped millions of people around the world invest safely in crypto. We do this by cutting through the hype and supporting customers at every step of the way. All products and cryptocurrencies on our platform must first meet stringent legal, risk and technical security standards. Transparency is key for us. Luno stores all crypto on a 1:1 basis and we have rigorous processes in place so you can be confident your investment is secure. We’re available in more than 40 countries around the world and we work closely with respective regulators in all of these markets to be fully compliant, as we believe this is the best way to help everyone, everywhere, invest safely. The role in a nutshell: This is a front-line trading seat on Luno's OTC desk in...

Job Purpose We’re seeking a dynamic Wealth Manager to join our Team in Cape Town, Kwa-Zulu Natal and the Southern Cape (George/Mossel Bay/Plettenberg Bay/Knysna) — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth You will manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends and variables that may impact their investment plans Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutions Acquire new...

OVERALL PURPOSE The role is based in Cape Town and reports to the Head of Investment Operations. The role is primarily responsible for the management of the centralised Investment Management data which includes, Client Static, Client Holdings, Security Database and Pricing functions that will service the core operating systems and applications that are used to deliver a scalable Target Operating Model for the Investment Management businesses of the Group. The core operating systems will provide the tools for managing clients’ global assets, record keeping. WORKING RELATIONSHIPS The role involves a close working relationship with several teams including; Operations, Investment Performance & Risk, Compliance, Investment Teams and Client Reporting. There will be regular interaction with global employees within the Investment management business. The role will also involve maintaining key relationships with external providers and third party data vendors. Principal Elements And...

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. We are looking for an experienced Business Development Executive to join our team! This role will focus on driving new business sales by qualifying suitable leads, conducting demos (online and face-to-face) and closing deals. You will be working closely with the sales team to maximize opportunities and ensure we achieve sales targets consistently. You will need to be an ambitious, proven new business development specialist with a passion for technology and showcasing the unique opportunities this presents for our clients. But we only hire the best. Is this you? We are looking forward to getting to know you better. About Us nCino KYC Africa is on a mission to make money laundering impossible. We are a team of curious, committed and passionate individuals who love building extraordinary things while being the best partners our clients will ever have. Our Software...