Client Relationship Officer

The Recruitment Council; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A recruitment firm is seeking a Client Relationship Officer in Durban. The ideal candidate must have a tertiary qualification in finance or commerce and 3-5 years of experience in financial services, with a focus on investments. Responsibilities include managing client relationships, conducting needs analyses, and providing financial and estate planning support. A valid driver’s license and RE5 exam completion are required.

Qualifications

• 3-5 years’ experience in financial services with emphasis on investments.
• Valid driver’s license required.
• Written and passed the Representative (RE5) exam.

Responsibilities

• Manage client relationships and ensure satisfaction.
• Conduct full needs analysis and financial planning.
• Support clients with estate planning.

Skills

Financial analysis

Client relationship management

Sales skills

Needs analysis

Education

Tertiary qualification (3-year degree) in finance/commerce

Postgraduate Diploma in Financial Planning

Job description

SUMMARY

Client Relationship Officer | Durban

POSITION INFO

JOB REQUIREMENTS AND QUALIFICATIONS

MINIMUM QUALIFICATIONS

• 1. Tertiary qualification (3-year degree) in a finance / commerce related field of study.
• 2. 3-5 years’ experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.
• 3. Valid driver’s license.

PREFERRED QUALIFICATIONS

• 1. 5+ years’ experience in the industry.
• 2. Postgraduate Diploma in Financial Planning or studying toward the qualification.
• 3. Written and passed the Representative (RE5) exam.

KEY AREAS AND RESPONSIBILITIES OF THE JOB

Key areas of responsibility will include but not be limited to :