Client Relationship Manager — Financial Planning & Growth

People Dimension; Rustenburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A well-established financial services firm in Rustenburg is seeking a dedicated Client Relationship Manager. This role involves managing client relationships, preparing financial plans, and ensuring compliance with regulations. Candidates should have at least 5 years of experience in client relationship management and strong analytical skills. A competitive salary of R 15 000 to R 25 000 per month is offered, along with benefits such as medical aid contributions and professional development opportunities.

Benefits

Medical Aid Contribution

Group Cover

Retirement Contribution

Professional development opportunities

Qualifications

• At least 5 years of experience working as a Client Relationship Manager.
• At least 3 years in a financial planning environment.
• Highly organized, analytical, and disciplined.

Responsibilities

• Develop and maintain long-term relationships with clients.
• Ensure completeness of client files and compliance paperwork.
• Manage client onboarding and maintain communication.

Skills

Client relationship management

Financial planning knowledge

Advanced Excel skills

Communication skills

Attention to detail

Tools

Microsoft Word

Microsoft Excel

Xplan

Assetmap

Astute

Job description

A well-established financial services firm in Rustenburg is seeking a dedicated Client Relationship Manager. This role involves managing client relationships, preparing financial plans, and ensuring compliance with regulations. Candidates should have at least 5 years of experience in client relationship management and strong analytical skills. A competitive salary of R 15 000 to R 25 000 per month is offered, along with benefits such as medical aid contributions and professional development opportunities.