Senior Client Relationship Manager- Financial Planning
1 week ago
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. #J-18808-Ljbffr
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City of Johannesburg Metropolitan Municipality, South Africa Remnant Full timeSenior 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...
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Senior Financial Advisor
2 weeks ago
Johannesburg, South Africa Momentum Financial Planning Full timeTalent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum, the role of the financial adviser goes beyond offering advice. It's about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your...
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Experienced Financial Advisor
3 weeks ago
Johannesburg, South Africa Succession Financial Planning Full timeNational Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...
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Senior Client Relationship
1 week ago
Johannesburg, South Africa Remnant Full timeA 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...
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Private Client: Wealth Management Associate
2 weeks ago
Johannesburg, South Africa Financial Planning Institute Full timeDivision / Department: Wealth Management Job Title: Wealth Management Associate (WMA) Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client‑centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative...
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Experienced Financial Advisor
4 weeks ago
City of Johannesburg Metropolitan Municipality, South Africa Succession Financial Planning Full timeNational Recruitment Leader: Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices… Looking for your next career move? About the Role: Succession Financial Planning invites you to join our team, where you’ll have access to over 150 product providers across various classes of business. This...
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Senior Manager: Financial Planning and Analysis
3 weeks ago
Johannesburg, South Africa Telesure Investment Holdings (TIH) Full timeSenior Manager: Financial Planning and Analysis Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Contributes to the organisational strategy by developing and reporting financial insights, implementing, and managing strategic initiatives to...
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Senior Manager
1 week ago
Johannesburg, South Africa Telesure Investment Holdings (Tih) Full timeSenior Manager : Financial Planning and Analysis Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Contributes to the organisational strategy by developing and reporting financial insights, implementing, and managing strategic initiatives to enhance...
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Client Relationship Manager
3 weeks ago
Johannesburg, South Africa Stonehage Fleming Group Full timeOVERALL PURPOSE The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and...
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Client Relationship Manager
3 weeks ago
Johannesburg, South Africa Stonehage Fleming Group Full timeOVERALL PURPOSE The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and...