Senior Client Portfolio & Benefits Consultant

Sanlam; Cape Town; On-site; ZAR 500 000 - 600 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a consultant to manage a portfolio of clients. The role includes ensuring client satisfaction, facilitating communication between departments, and attending trustee meetings. The ideal candidate will have skills in client relationship management and risk awareness. Additionally, the company is committed to employee growth and transformation, offering many opportunities for personal and professional development.

Benefits

Opportunities for growth and development

Qualifications

• Autonomy in managing a portfolio of clients.
• Strong client relationship management skills.
• Experience in risk management and regulatory awareness.

Responsibilities

• Ensure a portfolio of clients is adequately serviced.
• Manage communication plans of the Funds.
• Attend and coordinate Trustee Meetings.

Job description

A leading financial services provider in Cape Town is seeking a consultant to manage a portfolio of clients. The role includes ensuring client satisfaction, facilitating communication between departments, and attending trustee meetings. The ideal candidate will have skills in client relationship management and risk awareness. Additionally, the company is committed to employee growth and transformation, offering many opportunities for personal and professional development.