Relationship Officer

CFI Financial Group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading trading provider in Cape Town is seeking a Relationship Officer to build a business portfolio by developing relationships with clients. The role involves maintaining professional relationships, generating leads, and achieving sales quotas. Ideal candidates should have a Bachelor’s degree in a related field and good communication skills. Experience in finance is a plus. Join a fast-growing team with competitive salaries and opportunities for growth.

Benefits

Competitive salaries and benefits

Unlimited opportunities for growth and development

Supportive and collaborative environment

Qualifications

• Good knowledge in Microsoft Word & Excel.
• Limited previous experience is a plus.
• Good written and verbal English communication skills.

Responsibilities

• Maintain professional relationship with existing clients by offering high-quality services.
• Identify potential clients financial needs and develop new relationships.
• Generate leads and build relationships by organizing daily work schedules.

Skills

Good written and verbal English communication skills

Knowledge in Microsoft Word

Knowledge in Excel

Education

Bachelor degree in Business, Economics, Financial Engineering or related field

Job description

Who are we?

CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Kuwait, Port Louis, and others.

Check out more about CFI here.

CFI is hiring! Make your mark in the online trading industry.

Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!

Description:

We are seeking a Relationship Officer is responsible to build a business portfolio by developing relationship with existing or potential clients.

Key Responsibilities:

• Maintain professional relationship with existing clients by offering high-quality services.
• Identify potential clients financial need and seek to develop new relationships.
• Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers.
• Introduce to existing or potential clients the products & services that match with their need and identify opportunities to upsell or cross-sell.
• Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and marketing strategies and tactics.
• Develop and implement territory action plan using comprehensive data analysis, and adjust sales techniques according to interactions and results in the field.
• Ensure a continuous follow-up on market trends and financial news.

Requirements:

• Bachelor degree in Business, Economics, Financial Engineering or any other related field.
• Limited previous experience is a plus.
• Good knowledge in Microsoft Word & Excel.
• Good written and verbal English communication skills.

Preferred Qualifications:

• Background in finance, economics, or related fields.
• Familiarity with financial products and trading platforms.
• Experience working with cross-functional teams, including marketing and product teams.

Why join CFI?

• We’re a fast-growing, multinational company.
• Competitive salaries and benefits.
• Work and learn with industry professionals.
• Supportive and collaborative environment.
• Unlimited opportunities for growth and development.