8 Client Relationships jobs in Durban

Business Segment: Business & Commercial Banking

To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions.

• Business Commerce Degree

• 3-4 years Experience as a Business Banker/managing a portfolio in the entrepreneur environment is preferable
• This experience provides an understanding of how businesses operate, as well as understanding the business risks, industry risks and financial requirements pertaining to the entrepreneur market
• Previous experience as an Account Analyst or Relationship type role responsible for servicing business customers and preparing credit applications

• Directing People
• Empowering Individuals
• Exploring Possibilities
• Following Procedures
• Account Opening and Maintenance
• Application and Submission Verification (Business Banking)
• Customer Understanding (Business Banking)
• Product Knowledge (Business Banking)

Business Segment: Business & Commercial Banking

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.

• Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client retention.
• Cultivate and maintain strong, professional relationships with key decision-makers within client organisations, positioning oneself as a trusted financial advisor.
• Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling and upselling premium banking solutions.
• Collaborate effectively with internal stakeholders across various departments to deliver tailored, high-end financial services that meet and exceed client expectations.
• Implement a proactive approach to risk management, ensuring compliance with all relevant regulatory requirements and internal policies.
• Monitor market trends and competitive landscape to identify new opportunities and potential threats to the Premium Segment portfolio.
• Prepare and deliver comprehensive financial presentations and proposals to senior executives of client organisations.
• Manage and resolve complex client issues with utmost professionalism and urgency, maintaining the bank's reputation for excellence in customer service.
• Consistently achieve and exceed performance targets related to portfolio growth, client satisfaction, and revenue generation.
• Mentor and guide junior team members, fostering a culture of excellence and continuous improvement within the Premium Segment division.

.

Qualifications

1. Educational Qualifications

• Bachelor’s degree in business, Finance, Economics, Accounting, or a related field. (FAIS aligned)
• A master’s degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking may be advantageous.
• Professional certifications such as Certified Banker (CB), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) can be a plus.

2. Work Experience

• 3–7 years of experience in business banking, commercial banking, or corporate banking.
• Proven experience in relationship management, financial advisory, or credit analysis for business clients.
• Experience in lending, credit risk assessment, and structuring financial solutions for business clients.
• Knowledge of SME banking, mid-market banking, or high-net-worth business clients is often required.

3. Key Skills and Competencies

• Strong relationship management and client acquisition skills.
• In-depth knowledge of business banking products, including loans, trade finance, treasury, and cash management.
• Financial analysis and credit assessment expertise.
• Understanding of risk management and regulatory compliance in business banking.
• Sales and business development skills to grow the bank’s portfolio.
• Excellent negotiation, communication, and problem-solving skills.
• Ability to use CRM and banking software for client management.

4. Additional Requirements

• A strong network within the local business community is often beneficial.
• Knowledge of digital banking trends and how they impact business clients.
• A track record of meeting or exceeding revenue and portfolio growth targets.
• Strong Agric knowledge will be an advantage

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

Overview

We are partnering with our client in the search for a Client Relationship Assistant to join their team based in Umhlanga Rocks. The ideal candidate will have proven experience within the wealth management environment, with strong attention to detail, confidence, and a professional yet personable approach. The role requires efficiency, proactivity, and the ability to build strong client relationships while supporting the wider team’s success.

• Serve all existing private clients allocated to the Wealth Team’s client book as the primary point of contact.
• Provide first-class service to clients, maintaining and increasing market share in Funds Under Management and fostering trust and goodwill by understanding client needs and offering appropriate products and services.
• Follow up on and close appointments from qualified leads to enable Wealth Specialists to engage with clients and sign new business.
• Contact allocated qualified leads and set up and close appointments with potential clients for the Wealth Specialist.
• Attend to all existing client queries and requests promptly and professionally, delivering high levels of service.
• Handle, maintain and track all leads for the Wealth Specialist team to ensure timely contact and follow-up in line with company timelines.
• Maintain reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.
• Liaise with all clients allocated to the Wealth Specialist team per company guidelines.
• Utilise the Company CRM package fully and accurately.
• Arrange and confirm appointments for the Wealth Specialist and ensure correct paperwork for all set appointments and reviews.
• Check deal packs, cover schedules and will applications submitted by Wealth Specialists for completeness before submission to the Regional Administration Manager for final checking.
• Assist in fulfilling any outstanding requirements to complete deals.
• Understand all Company products to answer client queries effectively.
• Ensure compliance with Financial Services Board regulations and the FAIS Act in all new business administration and when handling terminations and complaints, always treating clients fairly.

• Tertiary qualification (3-year degree) in a finance/commerce related field.
• 3-5 years’ experience in financial services with emphasis on investments, including sales, needs analysis, financial planning and estates planning.
• Valid driver’s license.

• 5+ years’ experience in the industry.
• Postgraduate Diploma in Financial Planning or studying toward the qualification.
• Written and passed the Representative (RE5) exam.

• Solid understanding of investment and fiduciary services in the marketplace.
• Ability to learn quickly and understand the client’s business model and product offerings within the Group.
• Aware of competitor activities and offerings.
• Computer literate and technologically savvy.

• Salary: R15 000 - R20 000 basic + Monthly bonus

Location: Durban, KwaZulu-Natal, South Africa

JOB REQUIREMENTS AND QUALIFICATIONS

MINIMUM QUALIFICATIONS

1. Tertiary qualification (3-year degree) in a
finance/commerce related field of study.
2. 3-5 years experience in financial services with emphasis
and exposure to investments, with experience in sales,
conducting full needs analysis, financial planning and
estates planning.
3. Valid drivers license.

PREFERRED QUALIFICATIONS

1. 5+ years experience in the industry.
2. Postgraduate Diploma in Financial Planning or studying
toward the qualification.
3. Written and passed the Representative (RE5) exam.

KEY AREAS AND RESPONSIBILITES OF THE JOB

Key areas of responsibility will include but not be limited to:
1. Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
2. Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of
service.
3. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted
and followed up within the Companys set timelines.
4. Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures.
5. Liaison with all clients allocated to the Wealth Specialist team as per the Companys set guidelines.
6. Full and proper use of the Companys CRM package.
7. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for
all set appointments and all reviews.