Client Relations Manager

Recruiter:

Pro Personnel

Job Ref:

RTB002788/YDG

Date posted:

Monday, May 12, 2025

Location:

Rustenburg, South Africa

Salary:

R 15 - R 25 000.00 Depending on experience

SUMMARY:
We are seeking a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join our team. The successful candidate will work alongside our Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with our clients, ensuring their satisfaction, and driving business growth.

POSITION INFO:
Skills and Qualifications:

At least 5 years of experience working as a Client Relationship Manager
At least 3 years of experience working within a financial planning environment
Proficient in Microsoft Word, Excel, and electronic diary management
Advanced Excel skills
Excellent technical knowledge of Financial Services Products
Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap etc)
Highly organized, methodical, analytical, and disciplined.
Excellent communicator (both verbal and written).
Ability to assimilate technical information into an understandable format for clients.
Shows initiative and takes personal responsibility for completing tasks.
Able to work within defined business processes.
Able to work under pressure.
Excellent attention to detail.
Able to achieve agreed outcomes without supervision.

Key Responsibilities would be but not limited to:
* Client engagement
* Preparation and maintenance of client files
* Implementation of recommendations
* Client onboarding
* Client retention
* Compliance and documentation

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