Client Relationship Specialist

24 hours ago

Johannesburg, South Africa Status Staffing Full time

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : PermanentSECTOR : Finance BASIC SALARY : Market RelatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS: Matric Recognized FSCA tertiary qualification RE5 Exam passed and currently registered on an FSP license as a Representative Class of Business training completed (as per FSCA and company requirements) 35 years of experience as a Private Client Wealth / Relationship Manager, specifically working with high and ultra-high net worth clients Computer literate, with proficiency in Microsoft Office Suite Experience in investment advisory, financial planning, and estate planning Valid drivers license Candidates must meet all Fit and Proper requirements, allowing them to be added to the companys FSP license DUTIES: Build and maintain trusting relationships with private wealth clients. Foster client confidence and goodwill by understanding and meeting their financial needs. Provide investment advisory and financial planning services within a sales-oriented environment. Ensure ethical and compliant conduct in all client interactions. Deliver high-quality client servicing and relationship management for existing clients. Assist with administrative duties related to client servicing and portfolio management. HOURS: Monday to Friday: 08:00 17:00

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