Account Manager - Financial Services

Placements24; Rustenburg; Hybrid; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Competitive salary with bonus

Medical aid

Retirement fund contributions

Paid time off

Professional development & trainings

Hybrid role in North West

Job summary

Placements24 in Rustenburg, North West, ZA seeks an Account Manager to manage a portfolio of existing clients in the financial services sector. You will be the primary contact, offering expert advice on financial products and ensuring client satisfaction through proactive reviews and relationship-building.

The role requires 3–5 years' experience, a finance-related degree, and strong CRM proficiency. A hybrid role with in-office and client meetings is offered, with opportunities for growth and

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 3–5 years of experience in account management, client relationship management, or sales within financial services.
• Proven track record of managing client portfolios and achieving retention/growth targets.
• Strong understanding of financial products, investment principles and market dynamics.
• Excellent communication, negotiation and interpersonal skills.
• Ability to build rapport and credibility with clients.
• Proficiency with CRM software and financial management tools.
• Certifications such as RE1 or RE5 are advantageous.
• Must reside in or be willing to relocate to Rustenburg, North West, ZA.

Responsibilities

• Manage and grow a portfolio of existing client accounts in financial services.
• Serve as the main point of contact, addressing client inquiries and providing solutions.
• Develop deep understanding of clients' financial goals and objectives.
• Identify opportunities for upselling and cross-selling relevant products and services.
• Conduct regular client reviews to assess satisfaction and identify new needs.
• Ensure compliance with regulatory requirements and company policies.
• Collaborate with internal teams to deliver seamless client experiences.
• Build and maintain strong, long-lasting client relationships based on trust and expertise.
• Achieve and exceed client retention and revenue growth targets.

Skills

Communication

Negotiation

Interpersonal skills

Education

Bachelor's degree in Finance/ Economics/ Business Admin

RE1

RE5

Tools

CRM software

Financial management tools

Job description

About the Role

Our client, a reputable firm within the financial services sector, is seeking a dedicated and client-focused Account Manager to join their team in Rustenburg, North West, ZA . This role is integral to managing and nurturing relationships with a portfolio of existing clients, ensuring their financial needs are met and identifying opportunities for growth. You will act as the primary point of contact, providing expert advice on financial products and services, resolving queries, and fostering long-term loyalty. The ideal candidate possesses a strong understanding of financial markets, excellent interpersonal skills, and a proven ability to build trust and deliver exceptional client service. This hybrid position requires a balance of in-office duties and client-facing meetings within the Rustenburg, North West, ZA area.

Key Responsibilities

• Manage and grow a portfolio of existing client accounts within the financial services sector.
• Serve as the main point of contact, addressing client inquiries and providing solutions.
• Develop a deep understanding of clients' financial goals and objectives.
• Identify opportunities for upselling and cross-selling relevant financial products and services.
• Conduct regular client reviews to assess satisfaction and identify new needs.
• Ensure compliance with all regulatory requirements and company policies.
• Collaborate with internal teams (e.g., investment advisors, support staff) to deliver seamless client experiences.
• Build and maintain strong, long-lasting client relationships based on trust and expertise.
• Achieve and exceed client retention and revenue growth targets for assigned accounts.
• Stay updated on financial market trends, products, and industry best practices.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3-5 years of experience in account management, client relationship management, or sales within the financial services industry.
• Proven track record of successfully managing client portfolios and achieving retention/growth targets.
• Strong understanding of financial products, investment principles, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and establish credibility with clients.
• Proficiency in CRM software and financial management tools.
• Relevant certifications (e.g., RE1, RE5) are highly advantageous.
• Must reside in or be willing to relocate to Rustenburg, North West, ZA .

Benefits

• Our client offers a competitive salary with an attractive performance-based bonus structure.
• medical aid
• retirement fund contributions
• paid time off
• Opportunities for professional development, including ongoing training and relevant certifications, are supported.
• This hybrid role offers a structured environment with client engagement opportunities in North West, ZA .
• Become a valued member of a leading financial services team.