Client Relationship Manager

Placements24; Mossel Bay; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive salary

Commission structure

Health benefits

Retirement plan

Professional development opportunities

Hybrid work model

Job summary

Placements24 is seeking a seasoned Client Relationship Manager for a prominent financial services client in Mossel Bay, Western Cape. You will nurture high‑value client relationships, tailor investment guidance and ensure seamless delivery of a full suite of financial products and services.

The role combines in‑office collaboration with remote work, requires 6+ years in wealth management, a finance degree, and CFP/CFA or similar certifications are highly desirable.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 6+ years in client relationship management or wealth management within financial services.
• CFP, CFA, or similar certifications are highly desirable.

Responsibilities

• Manage and grow a portfolio of key client accounts, acting as their primary point of contact.
• Develop deep understanding of clients' financial needs, objectives and risk appetites.
• Provide expert advice on investment strategies, financial planning and wealth management.
• Ensure client satisfaction through proactive communication, regular check-ins and issue resolution.
• Identify opportunities for upselling and cross-selling additional financial products and services.
• Collaborate with internal teams to deliver tailored client solutions.
• Stay abreast of market trends, economic conditions and regulatory changes affecting financial markets.
• Prepare and present comprehensive financial reports and portfolio reviews.

Skills

Excellent communication

Negotiation

Presentation skills

Relationship management

Analytical abilities

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Job description

About the Role

Our client, a prominent financial services firm, is seeking a proactive and experienced Client Relationship Manager to oversee and nurture relationships with their high-value clientele. This pivotal role involves understanding client financial goals, providing tailored advice, and ensuring the seamless delivery of our client's comprehensive suite of financial products and services. The successful candidate will be instrumental in fostering client loyalty, driving retention, and identifying opportunities for portfolio growth. This position requires a blend of financial acumen, exceptional interpersonal skills, and a dedication to providing unparalleled service within the dynamic environment of Mossel Bay, Western Cape . We offer a hybrid work model, combining the benefits of in-office collaboration with remote flexibility.

Key Responsibilities

• Manage and grow a portfolio of key client accounts, acting as their primary point of contact.
• Develop a deep understanding of clients' financial needs, objectives, and risk appetites.
• Provide expert advice and recommendations on investment strategies, financial planning, and wealth management.
• Ensure client satisfaction through proactive communication, regular check-ins, and efficient issue resolution.
• Identify opportunities for upselling and cross-selling additional financial products and services.
• Collaborate with internal teams (e.g., investment specialists, compliance) to deliver tailored client solutions.
• Stay abreast of market trends, economic conditions, and regulatory changes affecting financial markets.
• Prepare and present comprehensive financial reports and portfolio reviews to clients.
• Maintain meticulous records of client interactions, transactions, and service requests.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 6 years of experience in client relationship management, wealth management, or a similar role within the financial services industry.
• Proven track record of successfully managing and growing client portfolios.
• In-depth knowledge of financial markets, investment products, and financial planning principles.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical abilities and the capacity to interpret complex financial data.
• Professional certifications such as CFP, CFA, or similar are highly desirable.
• Ability to build strong rapport and trust with clients.

Benefits

• Our client offers a competitive base salary, lucrative commission structure, comprehensive health and retirement benefits, professional development opportunities, and a supportive work environment in Mossel Bay, Western Cape .
• The hybrid nature of this role allows for a flexible work-life balance, combining essential in-office collaboration with the convenience of remote work.

Join a reputable firm committed to client success and career growth.