Senior CFP Relationship Manager - Finance & Medical Clients

rectitude recruit; South Africa; On-site; ZAR 279,000 - 502,000; Full time

Job summary

Rectitude Recruit is seeking a Senior Relationship Manager in Bloemfontein to service high-profile medical clients. The role demands an accounting background and the ability to interpret financial statements, with CFP qualification favored.

The candidate will travel nationally to service clients, lead a team of junior relationship managers, and leverage sales experience to grow the client base. Strong management skills and the ability to motivate a team are essential.

Qualifications

• Strong accounting background with ability to interpret financial statements.
• CFP qualification will be a strong advantage.
• Management experience and ability to travel nationally.
• Sales or relationship management background is beneficial.

Responsibilities

• Travel nationally to service clients.
• Interact with high-profile medical clients and provide financial guidance.
• Develop and maintain client relationships.

Skills

Accounting

Financial Analysis

CFP

Management Experience

Travel

Relationship Mgmt

Education

CFP certification

Job description

Rectitude Recruit is seeking a Senior Relationship Manager in Bloemfontein to service high-profile medical clients. The role demands an accounting background and the ability to interpret financial statements, with CFP qualification favored.

The candidate will travel nationally to service clients, lead a team of junior relationship managers, and leverage sales experience to grow the client base. Strong management skills and the ability to motivate a team are essential.