Senior Client Relationship & Financial Planning Lead

People Dimension; Rustenburg; On-site; ZAR 167,400 - 279,000; Full time

Benefits offered by this job

Competitive salary

Medical Aid Contribution

Group Cover

Retirement Contribution

Professional development opportunities

Supportive work environment

Job summary

A financial services firm located in South Africa is seeking a dedicated Client Relationship Manager. This role involves developing client relationships, preparing financial plans, and ensuring compliance with regulatory requirements. Successful candidates should have at least 5 years of experience in client relationship management and advanced skills in Microsoft Office, especially Excel. The position offers a competitive salary of R15,000 - R25,000 CTC per month along with various benefits such as medical aid contribution and professional development opportunities.

Qualifications

• At least 5 years of experience as a Client Relationship Manager.
• 3 years of experience in a financial planning environment.
• Highly organized, analytical, and disciplined.

Responsibilities

• Develop and maintain relationships with clients.
• Prepare and manage client files and financial plans.
• Ensure compliance with regulatory requirements.
• Monitor client satisfaction and retention strategies.

Skills

Client engagement

Advanced Excel skills

Excellent communication

Analytical skills

Attention to detail

Tools

Microsoft Word

Excel

Xplan

Assetmap

Astute

Job description

A financial services firm located in South Africa is seeking a dedicated Client Relationship Manager. This role involves developing client relationships, preparing financial plans, and ensuring compliance with regulatory requirements. Successful candidates should have at least 5 years of experience in client relationship management and advanced skills in Microsoft Office, especially Excel. The position offers a competitive salary of R15,000 - R25,000 CTC per month along with various benefits such as medical aid contribution and professional development opportunities.