SUMMARY:
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POSITION INFO:
Introduction
A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside 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 clients, ensuring their satisfaction, and driving business growth.
Duties & Responsibilities
Client Engagement:
- Develop and maintain long-term relationships with clients.
- Arrange regular meetings with clients to review their financial plans and goals.
- Address client inquiries and resolve issues promptly.
- Maintain consistent and ongoing client communication.
- Attend client meetings
Preparation & Maintenance of Client Files:
- Ensure completeness of client file/data gathering.
- Confirm risk profile is determined and updated.
- Check all compliance paperwork is present.
- Prepare and coordinate review documentation including financial planning and portfolio reviews.
- Review investment portfolios, asset allocation, risk profiles, etc.
- Identify areas for planning and carry out technical calculations.
- Prepare information/comparisons for analysis by Financial Planners.
- Liaise with clients' legal and tax advisers (if applicable).
- Produce clear, technically accurate, compliant, and concise Financial Plans
- Maintain and update client records and profiles on a continuous basis.
Implementation of Recommendations:
- Make changes to clients' investments as instructed.
- Ensure agreed action points are actioned.
- Liaise with the administration team to process recommendations.
Client Onboarding:
- Manage the onboarding process for new clients, ensuring a smooth transition.
- Gather and verify client information and documentation.
- Set up client accounts and ensure all necessary paperwork is completed.
Client Retention:
- Monitor client satisfaction and proactively address any concerns.
- Implement strategies to retain clients and enhance their loyalty.
Compliance and Documentation:
- Ensure all client interactions and transactions comply with regulatory requirements.
- Maintain accurate and up-to-date client records and documentation.
- Prepare reports and documentation for internal and external audits.
- Adhere to all company processes and policies.
Desired Experience & Qualification
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 and Astute)
- 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.
- Able to prioritize and plan own workload.
Package & Remuneration
Salary:
- R 15 000 - R 25 000 CTC pm.
Benefits:
- Competitive salary
- Medical Aid Contribution
- Group Cover
- Retirement Contribution
- Opportunities for professional development
- A supportive and collaborative work environment
Interested?
Please forward your CV to
