Senior Client Relationship Manager- Financial Planning

Remnant; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services firm in Johannesburg is hiring a Senior Client Relationship Manager to engage with clients and oversee back-office support. The ideal candidate has 5 to 10 years of experience in long-term insurance or financial services and demonstrates strong leadership abilities. This role demands a proactive, detail-oriented approach in a fast-paced environment, ensuring compliance and delivering excellent client service.

Qualifications

• 5–10 years of experience in long-term insurance or financial services.
• Proven experience in team leadership or supervisory roles.
• Ability to thrive in a fast-paced, professional environment.

Responsibilities

• Engage with clients, financial advisors, and compliance teams.
• Prepare documentation for client meetings and reviews.
• Track and process new business while ensuring compliance.

Skills

Client Services & Relationship Management

Detail-oriented

Team Leadership

Proactive

Client-centric

Job description

Senior Client Relationship Manager- Financial Planning Remnant City of Johannesburg, Gauteng, South Africa

Client Relationship Manager – Wealth & Employee Benefits

We're hiring a Client Relationship Manager with 5 to 10 years of industry experience to join Remnant Advisory's dynamic team.

Key Focus Areas

• Client Services & Relationship Management
• Back-office Support & Administration
• Compliance & Process Management

What You'll Do

• Engage with clients, financial advisors, product providers, and compliance teams.
• Prepare and manage documentation for client meetings and reviews.
• Track and process new business, resolve queries, and ensure compliance with all regulatory requirements.
• Maintain accurate client information and support the advisor team with administrative needs.
• Lead and motivate team members to deliver consistent, high-quality service.
• Act as the first point of contact for client queries across both personal and employee benefits lines of business.

Who You Are

• You have 5–10 years of experience in long‑term insurance or financial services.
• You have proven experience in team leadership or supervisory roles.
• You're detail-oriented, proactive, and client‑centric.
• You thrive in a fast‑paced, professional environment where excellence and integrity drive results.

If this sounds like your next career move, DM us on LinkedIn with your CV.