Client Relationship Specialist — Wealth & Compliance

Bebeeclientrelationshipmanagement; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Johannesburg is seeking a Client Relationship Specialist to maintain strong relationships with clients and provide exceptional service. The ideal candidate will have a relevant tertiary qualification in finance and experience in private client relations. Key responsibilities include managing client inquiries, conducting compliance reviews, and achieving performance targets. This role offers opportunities for professional development and growth in a dynamic environment.

Benefits

Professional development opportunities

Dynamic working environment

Long-term client relationships

Qualifications

• Experience as a Private Client Wealth / Relationship Manager is essential.
• Ability to work effectively both independently and in a team.
• Strong understanding of regulatory compliance, including FSCA.

Responsibilities

• Establish and maintain strong relationships with clients.
• Respond to client inquiries professionally and timely.
• Monitor and manage leads and submit daily reports.
• Coordinate client appointments and ensure documentation is complete.
• Conduct compliance reviews in accordance with regulatory standards.
• Achieve organizational targets for client satisfaction.

Skills

Client Relationship Management

Excellent communication skills

Time management

Organizational skills

Interpersonal skills

Adaptability

Education

Relevant tertiary qualification in finance

Tools

CRM software

Job description

A financial services company in Johannesburg is seeking a Client Relationship Specialist to maintain strong relationships with clients and provide exceptional service. The ideal candidate will have a relevant tertiary qualification in finance and experience in private client relations. Key responsibilities include managing client inquiries, conducting compliance reviews, and achieving performance targets. This role offers opportunities for professional development and growth in a dynamic environment.