Client Relationship Specialist | Johannesburg

3 weeks ago

Johannesburg, South Africa The Recruitment Council Full time

MINIMUM QUALIFICATIONS 1. Recognised FSCA tertiary qualification. If the Employee hasnot been on an FSP license prior to their appointment withthe Employer, then they will have 6 years from Date ofFirst Appointment (DOFA) to successfully complete arecognised qualification.2. A completed Postgraduate Diploma in Financial Planning(PGDFP) would be advantageous. An in-progresscompletion of the above will also be consideredadvantageous.3. Written and passed the Representative (RE5) Exam and iscurrently on an FSP's license as a Representative givingadvice and providing an intermediary service. If theEmployee has not been on an FSP license prior to theirappointment with the Employer, then they will have 2years from Date of First Appointment (DOFA) tosuccessfully complete the abovementioned Exam.4. Has been licensed for the following subcategories on aCategory 1 FSP license 5. Class of Business training completed as per Company andFSCA requirements.6. 2-5 years experience as a Private ClientWealth/Relationship Manager, with experience in highand ultra-high net wealth investment advisory andplanning, financial planning and estates planning.7. Valid drivers license. Key areas of responsibility will include but not be limited to:1. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels ofservice.2. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads arecontacted and followed up within the Companys set timelines.3. Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures.4. Liaison with all clients allocated to the Wealth Specialist team as per the Companys set guidelines.5. Full and proper use of the Companys CRM package XPlan.6. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperworkfor all set appointments and all reviews.7. Checking of all deal packs and will applications to ensure that they are completed correctly and in full then submitted tothe Regional Administration Manager for final checking.8. Assistance in attending to any outstanding requirements to complete any deal.9. Understanding all Warwicks product offerings.10. Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS Act; therebyensuring all new business administration is completely compliant as per the Companys and the FSCAs guidelines as wellas handling termination and complaints in a compliant manner while always striving to treat the client fairly.11. Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysisand any changes in the client circumstances.12. Achievement of targets as set by the Company and its targets and deliverables.

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