Client Liaison & Marketing Associate — Finance

Momentum Investments; Gauteng; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A financial services firm in Gauteng is looking for a Client Liaison Officer to enhance client engagement and support Portfolio Managers. The ideal candidate will have a Bachelor's degree, 5–7 years of relevant experience, and proficiency in LinkedIn marketing. Responsibilities include client support, administration, and marketing model portfolios. This position offers a dynamic role in a supportive environment.

Qualifications

• 5–7 years' experience in financial services or stockbroking.
• Working knowledge of FICA processes and mandate handling.
• Experience in an investment service environment.

Responsibilities

• Provide responsive, professional service to clients.
• Monitor and update clients on all active queries.
• Market model portfolios on LinkedIn to generate client leads.

Skills

Client service principles

Microsoft Office proficiency

Analytical thinking

LinkedIn marketing experience

Education

Bachelor's degree in Commerce

Matric

Job description

A financial services firm in Gauteng is looking for a Client Liaison Officer to enhance client engagement and support Portfolio Managers. The ideal candidate will have a Bachelor's degree, 5–7 years of relevant experience, and proficiency in LinkedIn marketing. Responsibilities include client support, administration, and marketing model portfolios. This position offers a dynamic role in a supportive environment.