Client Relationship Manager

Communicate Recruitment; Rustenburg; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading company in financial services is seeking a Relationship Manager in Rustenburg. In this role, you will develop and maintain client relationships, ensuring compliance while managing onboarding processes. Ideal candidates will possess at least 5 years of relevant experience, with strong communication skills and financial planning expertise.

Qualifications

• Minimum 5 years experience as a Client Relationship Manager.
• At least 3 years experience in a financial planning environment.
• Superior communication skills with a strong attention to detail.

Responsibilities

• Develop and maintain long-term relationships with clients.
• Ensure adherence to all regulatory and compliance requirements.
• Monitor client satisfaction and proactively address concerns.

Skills

Client Relationship Management

Financial Planning Tools

Communication

Attention to Detail

Organization

Analytical Skills

Education

Matric & any tertiary qualification

Tools

Xplan

Assetmap

Microsoft Excel

Microsoft Word

Job description

Develop and maintain long-term relationships with clients

Arrange and attend regular meetings to review financial plans and goals

Manage client onboarding and ensure smooth transitions

Prepare and maintain client files, ensuring compliance and accuracy

Implement recommendations, liaise with admin teams, and process changes to client portfolios

Monitor client satisfaction and proactively address concerns

Ensure adherence to all regulatory and compliance requirements

Skills & Experience :

Minimum 5 years experience as a Client Relationship Manager

At least 3 years experience in a financial planning environment

Excellent knowledge of financial services products and financial planning tools (e.g. Xplan, Assetmap)

Proficient in Microsoft Word, Excel (advanced skills required), and electronic diary management

Strong communication skills and attention to detail

Highly organized, analytical, and able to work independently within defined processes

Qualification :

Minimum 5 years experience as a Client Relationship Manager.

At least 3 years experience in a financial planning environment.

Matric & any tertiary qualification

Contact HAYLEY MULDER on

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Relationship Manager • Rustenburg, South Africa