Senior Account Manager - Financial Services

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,800,000; Full time

Benefits offered by this job

High remuneration package

Medical aid, life assurance, and PF

Generous annual leave and development"

Career advancement opportunities

Prestigious Sandton environment

Job summary

Placements24 is seeking a Senior Account Manager for its Sandton office to lead high-value client relationships and drive wealth management solutions. You will craft tailored financial plans and coordinate with investment analysts and planners to deliver comprehensive advisory services.

The ideal candidate has 7+ years in financial services, strong negotiation and communication skills, and relevant CFA/CFP certifications.

Qualifications

• Minimum 7 years of experience in account management or financial advisory.
• Proven track record managing significant client portfolios and targets.
• Knowledge of investment products, wealth management, and corporate financial solutions.
• CFA/CFP certifications are highly preferred.
• Based in or able to commute to Sandton, Gauteng.
• Strong communication, negotiation, and client relationship skills.
• Bachelor’s degree in Finance, Economics, or related field.

Responsibilities

• Manage and nurture a portfolio of high-value client accounts within Sandton and Gauteng.
• Develop and implement strategic financial plans to meet client objectives.
• Identify opportunities for cross-selling and upselling financial products and services.
• Conduct in-depth financial analysis and provide expert advice to clients.
• Build and maintain trust-based relationships with key decision-makers.
• Ensure compliance with financial regulations and company policies.
• Achieve and exceed revenue and client retention targets.
• Stay informed about market trends and new financial instruments.
• Collaborate with internal specialists to provide holistic client solutions.

Skills

Client relationship management

Negotiation

Analytical skills

Financial advisory

Strategic planning

Education

Bachelor's degree in Finance/Economics/Business Administration

Job description

About the Role

Our client, a leading financial services institution, is seeking a highly experienced Senior Account Manager to join their prestigious team in Sandton, Gauteng . This role is critical for managing and growing relationships with high-net-worth individuals and corporate clients, providing them with a comprehensive suite of financial products and advisory services. The ideal candidate will possess a deep understanding of financial markets, investment strategies, and client relationship management. You will be responsible for developing tailored financial plans, identifying client needs, and ensuring the delivery of exceptional service that fosters long-term loyalty. This position requires outstanding communication, negotiation, and analytical skills, along with a proven ability to handle complex financial portfolios. The successful applicant will be proactive, results-oriented, and committed to upholding the highest standards of professional conduct in the demanding Sandton financial district.

Key Responsibilities

• Manage and nurture a portfolio of high-value client accounts within the Sandton, Gauteng financial sector.
• Develop and implement strategic financial plans to meet individual and corporate client objectives.
• Identify opportunities for cross-selling and upselling a wide range of financial products and services.
• Conduct in-depth financial analysis and provide expert advice to clients.
• Build and maintain strong, trust-based relationships with key decision-makers and stakeholders.
• Ensure compliance with all relevant financial regulations and company policies.
• Achieve and exceed revenue and client retention targets for assigned accounts.
• Stay informed about market trends, economic conditions, and new financial instruments.
• Collaborate with internal specialists (e.g., investment analysts, wealth planners) to provide holistic client solutions.

Requirements

• A minimum of 7 years of experience in account management or financial advisory, specifically within financial services.
• Proven track record of managing significant client portfolios and exceeding financial targets.
• In-depth knowledge of investment products, wealth management, and corporate financial solutions.
• Excellent communication, negotiation, and client relationship management skills.
• Relevant financial certifications (e.g., CFA, CFP) are highly preferred.
• Strong analytical and problem-solving abilities.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Must be based in or able to commute easily to Sandton, Gauteng .
• Unquestionable integrity and a commitment to ethical conduct.

Benefits

• Exceptional remuneration package including a high base salary, significant bonuses, and commission.
• Comprehensive medical aid, life assurance, and retirement planning benefits.
• Generous annual leave and professional development allowances.
• Access to advanced financial planning tools and resources.
• Opportunities for career advancement into leadership roles.
• A prestigious work environment in the heart of Sandton's financial hub.
• Ongoing training and support to maintain professional excellence.
• The chance to manage influential client relationships.