Client Relationship Manager

The Role:

We are looking for passionate, energetic and self-motivated professionals to join our Client Relations team and provide high quality of client service to clients. This is a great opportunity to be part of a fast-paced and dynamic environment with learning and growing opportunities.


The main responsibilities of the position include:

• Develop and maintain excellent relationships with prospective and existing clients
• Responsible for activating new client leads and following up with potential clients
• Handle client inquiries via email and telephone and ensure that high level service is provided
• Perform personal clientele analysis and taking actions as required
• Promote available products and services to clients
• Stay abreast of the latest developments, products and marketing promotions that Trading Point launches and the relevant terms and conditions; and communicate them to the clients
• Ensure compliance with the companys legal guidelines and compliance procedures
• Provide suggestions on system enhancements
• Act in the best interest of the company at all times, and cooperate with the rest of the Client Relations team in order to perform business development
• Contribute to the team effort by achieving targeted results
• Cooperate effectively with other departments as necessary

Main requirements:

• Degree in a business-related field
• Customer care or sales experience is a definite plus
• Client handling experience in the financial services sector is a definite plus
• Fluent English speaker with excellent verbal and written skills in English
• Reliable, with integrity of character
• Outstanding communication and interpersonal skills
• Dynamic, innovative and target oriented
• Ability to multitask and prioritise
• Strong computer literacy

Benefit from:

• Attractive remuneration package plus performance related reward
• Intellectually stimulating work environment
• Continuous personal development and international training opportunities

Type of employment: Full time

Location: Cape Town

All applications will be treated with strict confidentiality!