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Pretoria / Tshwane
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LocationPretoria / Tshwane
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Results for k in "k" in Pretoria / Tshwane in Pretoria / Tshwane

Key Account Manager (commercial finance)

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The Key Account Manager (KAM) will be responsible for managing existing relationships with brokers and identifying new business within those portfoliols for a niche, boutique financial services firm based in Pretoria. Offering asset based finance products including financial leases, rent-to-own arrangements, floorplan finance, and invoice discounting. Key ResponsibilitiesRelationship Management: Develop and maintain strong relationships with key brokers and existing clients, ensuring high levels of broker and client satisfactionServe as the main point of contact for key brokers and existing clients, understanding their financing needs and business objectives.Regularly review brokers and existing clients portfolios to identify opportunities for additional funding solutions or service improvements.Work closely with internal teams (credit, risk, and operations) to structure and negotiate financing deals that meet client needs.Provide insights and recommendations to enhance product offerings and client solutions.Negotiate terms and structure deals that align with both broker needs and company objectives.Liaise with internal teams such as credit, risk, and operations to ensure seamless deal execution.Business DevelopmentIdentify and pursue new business opportunities within broker portfolios.Proactively onboard and introduce new quality brokers.Financial AnalysisAssess client financials, asset portfolios, and creditworthiness to propose suitable financing solutions.Monitor clients’ financial health to mitigate risks and identify early warning signs of potential issues.Products include: Asset based finance, Financial leasing, Invoice discounting, Floorplan financing Requirements:Bachelor’s degree in Finance, Business, Economics, or a related field (preferred but not always required).Proven experience in key account management, relationship management, or sales within asset-based finance or commercial lending.Familiarity with financial regulations and compliance standardsStrong interpersonal and communication skills, with the ability to build relationships with clients and brokersDeep understanding of asset-based finance products, including finance leases, operating leases, invoice discounting, and floorplan products.Dealmaker ability with excellent communication and presentation skills. Who is the ideal candidate?The ideal candidate is someone who has a passion for commercial finance, and wants to develop their career in this industry. https://www.executiveplacements.com/Jobs/K/Key-Account-Manager-commercial-finance-1262870-Job-Search-02-16-2026-05-00-22-AM.asp?sid=gumtree

Executive Placements

Mamelodi

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Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager.Key ResponsibilitiesClient Relationship ManagementBuild, manage, and retain a portfolio of highâ€‘value clients.Conduct inâ€‘depth financial needs analyses and develop personalised longâ€‘term financial plans.Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management.Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals.Financial Planning & AdvisoryPrepare comprehensive financial plans incorporating longâ€‘term savings, retirement products, investment vehicles, and riskâ€‘cover solutions.Analyse client portfolios and recommend appropriate longâ€‘term investment strategies.Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks.Present complex financial concepts in a clear, clientâ€‘friendly manner.Investment & Portfolio ManagementMonitor market trends, economic indicators, and product developments within the longâ€‘term insurance and investment industry.Construct and manage diversified portfolios aligned with clients risk profiles and time horizons.Collaborate with internal investment specialists to optimise portfolio performance.Prepare performance reports and conduct periodic portfolio reviews.Business DevelopmentIdentify new business opportunities within existing and prospective client networks.Participate in marketing initiatives, client events, and referral programmes.Contribute to the growth of the wealthâ€‘management division through proactive client acquisition and retention strategies.Compliance & AdministrationMaintain accurate and upâ€‘toâ€‘date client records, advice files, and compliance documentation.Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards.Support audit processes and internal compliance reviews.Qualifications & ExperienceBachelors degree in Finance, Investment Management, Economics, or related field.Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous.Minimum 58 years experience in wealth management, financial planning, or longâ€‘term insurance advisory.FAIS accreditation (RE5/RE1) and relevant product licences required.Strong understanding of longâ€‘term investment products, retirement funds, annuities, and riskâ€‘cover solutions.Proven track record of managing and growing a client portfolio.K https://www.executiveplacements.com/Jobs/W/WEALTH-MANAGER-1261709-Job-Search-2-12-2026-4-23-27-AM.asp?sid=gumtree

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Executive Placements

Mamelodi

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"k" in Pretoria / Tshwane

k in Pretoria / Tshwane (58 results)

Results for k in "k" in Pretoria / Tshwane in Pretoria / Tshwane