Senior Client Relationships & Wealth Planning Lead

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

Job summary

A leading financial services firm in Johannesburg is looking for a Senior Client Relationship Manager. The successful candidate will engage with clients, oversee back-office support, and demonstrate strong leadership abilities. Applicants should have 5 to 10 years of experience in the financial services or long-term insurance sectors. This role requires a proactive and detail-oriented mindset to ensure compliance and deliver outstanding client service.

Qualifications

• 5 to 10 years of experience in long-term insurance or financial services.
• Proven leadership abilities.

Responsibilities

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

Skills

Exceptional leadership

Client engagement

Proactive approach

Detail-oriented

Job description

Overview

A leading financial services firm in Johannesburg is seeking a Senior Client Relationship Manager to engage with clients and oversee back-office support.

Qualifications

The ideal candidate will have 5 to 10 years of experience in long-term insurance or financial services, demonstrating exceptional leadership abilities.

Responsibilities & Expectations

This role demands a proactive and detail-oriented approach in a fast-paced environment, ensuring compliance and delivering excellent client service.