Client Relationship Manager

Short Job Description: 

Our client, one of the largest financial planning practices in South Africa, seeks a determined and committed Client Relationship Manager/Broker Assistant to ensure the smooth running and administration of their financial planning team and to empower their clients to retire successfully. 

Where will the person be located? (Town/Suburb/Remote): 
Select which one of these best describes the role: 
Full time - in office
Main area of expertise required: 
Account/Relationship Manager - Investments & Insurance
Administration - Investments or Insurance
Financial Planning
Required Qualification: 
Matric, Level 5 Wealth Management Certificate (or equivalent)
List of required computer software skills: 
XPlan, Astute, Outlook, Excel
Estimated hours: 
Full day, 5 days per week
Remuneration in ZAR: 
R20 000 - R22 000 negotiable
Remuneration term: 
Job posting date: 
Friday, November 19, 2021
Full Job Description: 

Client Relationship Manager Job, Cape Town, Western Cape, South Africa

The ideal candidate must have 3- 5 years of experience working with a financial planner, in an individual business capacity with the following products: Retirement Annuities, Preservers, Living Annuities, Endowments, and Unit Trusts. 



Liasing with clients - setting up meetings, talking to clients.

Preparing all documents eg: Forms, compliance documents, letters, schedules and proposals. 

Managing diaries

Preparing client files for meetings - ensuring that all forms are completed and policy schedules are in the files etc. 

Submitting and following up on requests.

Handling client queries and relationship building. 

Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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