Relationship Manager

The successful candidate will join our client, an established wealth firm at their Durban North offices as a relationship manager with duties including but not limited to:

Client liaison

Para-planning

Diary management and appointment setting

Leads management

Recruitment

Follow up on underwriting outstanding requirements

Systems and administration procedures

formulation and communication of marketing material, newsletters and any other material required

Marketing and prospecting for new clients

Client servicing and review schedules (CRM)

petty cash and cash float management

assisting and performing general bookkeeping duties

Human resource management

Compiling reports, statistics and presentations as required

Compiling, assisting, managing and reporting of Marketing and Advertising Campaigns

FAIS & FICA compliance management including all amendments, related, associated and /or subordinate legislation, in respect of long-term insurance, short-term insurance and medical aid

Providing advice to clients as and when necessary

Any duties associated with general office management, including but not limited to:

Managing office supplies

Managing the information technology systems and hardware within the office

Managing the leave management system