Senior Client Relationship & Wealth Planning Lead

Remnant; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

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

Qualifications

• 5 to 10 years of experience in long-term insurance or financial services.
• Demonstrates strong leadership abilities.
• Proactive and detail-oriented approach in a fast-paced environment.

Responsibilities

• Engage with clients and oversee back-office support.
• Ensure compliance and deliver excellent client service.

Skills

Leadership

Client engagement

Detail-oriented

Job description

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.