Client Relationship Manager
Client Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are seeking a dedicated detail-oriented and motivated Client Relationship Manager to join our team in North-West Gauteng. You will play a vital role in supporting our Financial Planners managing client relationships and ensuring the seamless preparation implementation and review of financial plans.
Develop and maintain long-term relationships with clients
Arrange and attend regular meetings to review financial plans and goals
Manage client onboarding and ensure smooth transitions
Prepare and maintain client files ensuring compliance and accuracy
Implement recommendations liaise with admin teams and process changes to client portfolios
Monitor client satisfaction and proactively address concerns
Ensure adherence to all regulatory and compliance requirements
Skills & Experience:
Minimum 5 years experience as a Client Relationship Manager
At least 3 years experience in a financial planning environment
Excellent knowledge of financial services products and financial planning tools (e.g. Xplan Assetmap)
Proficient in Microsoft Word Excel (advanced skills required) and electronic diary management
Strong communication skills and attention to detail
Highly organized analytical and able to work independently within defined processes
Qualification:
Minimum 5 years experience as a Client Relationship Manager.
At least 3 years experience in a financial planning environment.
Matric & any tertiary qualification
Contact HAYLEY MULDER on emailprotected quoting the Ref: CTF021146
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Required Experience:
Manager
Employment Type
Full-Time
