Client Relationship Lead — Finance Advisory

Dixie Recruitment; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable financial services practice is seeking a Client Relationship Manager in Durban, KwaZulu-Natal. You will manage client communications, organise meetings, and handle client instructions efficiently. The ideal candidate will have at least 3 years of relevant experience, strong organisation skills, and proficiency in financial tools. This role offers a market-related salary and stable employment within a supportive team.

Benefits

Market-related salary

Stable employment

Supportive team environment

Qualifications

• Minimum of 3 years’ experience in a similar support role within a financial planning practice.
• Confident user of XPlan, Astute, SharePoint, and Microsoft Office.
• Professional, friendly, and service-oriented approach.

Responsibilities

• Serve as the primary contact for clients, managing ongoing communications.
• Organise and schedule client meetings with meticulous paperwork.
• Process client instructions such as withdrawals, transfers, and switches.

Skills

Client relationship management

Attention to detail

Organisational skills

Communication skills

Education

Matric

Higher Certificate in Financial Planning or Wealth Management

Tools

XPlan

Astute

SharePoint

Microsoft Office

Job description

A reputable financial services practice is seeking a Client Relationship Manager in Durban, KwaZulu-Natal. You will manage client communications, organise meetings, and handle client instructions efficiently. The ideal candidate will have at least 3 years of relevant experience, strong organisation skills, and proficiency in financial tools. This role offers a market-related salary and stable employment within a supportive team.