Client Relationship Specialist / paraplanner

SUMMARY:
A leading client of ours is seeking an experienced and professional Client Relationship Specialist to join their team based in Melrose North, Johannesburg. The ideal candidate will have 5–10 years’ experience in private client wealth or relationship management, with a strong background in servicing high-net-worth and ultra-high-net-worth clients, including investment advisory, financial and estate planning. Applicants must hold a relevant FSCA-approved qualification, RE5 certification, and a valid FSP license (Category 1), with a PGDFP considered advantageous. Strong communication skills in both English and Afrikaans, along with solid technical proficiency and a valid driver’s license, are essential for success in this role.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P

REQUIREMENTS:

• 5–10 years’ experience as a Private Client Wealth or Relationship Manager.
• Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
• Grade 12 (Matric).
• Recognized FSCA-approved tertiary qualification.
• Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
• RE5 certification (required).
• Valid Financial Services Provider (FSP) license, including Category 1.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Valid driver’s license.
• Fluent in verbal and written English and Afrikaans.
• Financial Markets Knowledge: Strong understanding of financial markets and instruments, including equities, fixed income, bonds, listed property, cash instruments, and local and offshore investment schemes.
• Economic Awareness: Good understanding of local and global economic fundamentals.
• Client Needs Analysis: Knowledge of risk profiling tools and approaches to meet diverse client financial objectives.
• Business Acumen: Ability to quickly understand the company’s business model, products, and services.
• Market Awareness: Awareness of competitor activities and offerings.
• Sales and Relationship Management: Strong interpersonal and sales skills, with the ability to engage and build relationships with high-net-worth and ultra-high-net-worth clients.
• Technical Skills: Computer literate and technologically proficient.

• Service existing clients within an allocated Wealth Specialist’s team, delivering a high standard of client care.
• Build and maintain strong, trust-based relationships with private wealth clients.
• Understand client needs and provide appropriate product and service solutions.
• Conduct client reviews to assess current portfolios, identify needs, and make recommendations.
• Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team.
• Client Service: Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery.
• Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow-up in line with company guidelines.
• Reconciliation and Reporting: Maintain, reconcile, and submit daily reconciliation templates and team figures accurately.
• Client Liaison: Engage with all allocated clients in accordance with company standards and guidelines.
• CRM Management: Ensure full and effective utilization of the company’s CRM system (XPlan).
• Appointment Coordination: Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared.
• Administrative Accuracy: Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager.
• Deal Support: Assist in resolving outstanding requirements to ensure successful deal completion.
• Product Knowledge: Maintain a thorough understanding of all company product offerings.
• Compliance: Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client-focused manner.
• Client Reviews: Conduct comprehensive, FAIS-compliant client reviews, including full needs analysis and consideration of changes in client circumstances.
• Target Achievement: Meet performance targets and deliverables as set by the company.

• Monday to Friday: 08:00 – 17:00