Client Relationship Manager Investments

 

Recruiter:

Frogg Recruitment SA

Job Ref:

ref2

Date posted:

Friday, April 30, 2021

Location:

Johannesburg, South Africa

Salary:

negotiable


SUMMARY:
My client is in the Investments Space (Financial Services) offering Offshore investments is seeking a Client Relationship Manager for their offices in Sandton.

POSITION INFO:

Client Relationship Manager - Investments

 

My client is in the Investments Space (Financial Services) offering Offshore investments is seeking a Client Relationship Manager for their offices in Sandton.

 

Minimum Requirements:

  • Matric Certificate or equivalent secondary school certificate
  • Wealth Management or equivalent qualification
  • 4+ years of financial administration experience
  • Understanding the financial planning process and technical knowledge
  • Certified Financial Planner (CFP) would be to your advantage
  • 3-5 Years in a similar role within the Investments space
  • Proven Client Service experience essential (in Investments)

 

Please apply online.

FROGG Recruitment



 

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