Client Relationship Consultant

3 days ago

Gauteng, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum Velocity Club is a new and exciting initiative responsible for new generation face-to-face financial planning. focusing on a defined market segment.

**What value you will be adding**:
Through establishing long-term relationships, the Client Relationship Consultant (CRC) is the main client relationship manager for a defined market segment that assists clients by understanding their attitude towards money, helps them clearly define their money issues as well as understanding and defining their life goals. In line with Momentum Velocity’s Financial Wellness philosophy, this role aims to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and relevant way. The CRC will be highly collaborative with the Velocity Club Advice Hub, who will be responsible for providing clients with the best-of-breed advice solutions.
Role Purpose

**We are looking for someone who **is** deeply committed** **in** providing clients with the best financial advice and experience in the market**:

- Build a strong brand for Velocity Club by having a strong trustworthy relationship with clients.
- Help people by creating a safe and non-judgmental relationship where clients feel guided and protected.
- Listen and connect deeply with clients and let them “feel” heard and understood.
- Encourage clients to sign-up for Momentum Velocity Club's subscription.
- Be a client advocate towards their financial goals through establishing and guiding the client to understand their needs.
Requirements
- 3-year business-related university degree (required)
- Recognized diploma/degree (financial planning, sales, or business-related) (advantageous)
- 3-5 years career working experience in sales / financial services environment (required)
- Experience in financial planning and sales environments with a proven track record in client acquisition and retention (required)
- Knowledge of insurance, investment, risk or health management related products (advantageous)
- Have aspirations for growing towards financial advice and become advice accredited as required by the business over time.
Duties & Responsibilities

**What you will be doing**:

- Create and maintain Velocity Club’s client growth and engagement through continuous support and guidance.
- Engage with stakeholders in a client centric manner, improving client growth, engagement and retention.
- Drive the achievement of growth and engagement targets to increase the acquisition of new engaged clients and to retain existing engaged clients.
- Engage with prospective clients in order to highlight the features and benefits of Velocity Club’s primary solution: a holistic but executable financial plan based on the client's financial and life goals.
- Using coaching skills, establish & foster productive, professional and enabling relationships with clients to manage and enhance the value of all stakeholders.
- Employ a coaching approach to facilitate the client relationship and to effectively extract the clients life goals.
- Capture client information (financial and goals), relevant actions and sales on the systems.
- Complete all administrative requirements to ensure smooth execution of client's decisions and choices.
- Gather sufficient and relevant information to assist the Velocity Club Advice Hub in providing clients with holistic financial planning to reach their life goals.
- Communicate and present the financial plan prepared by the Velocity Club Advice Hub, to the client.
- Assist Velocity Club to unlock value by ensuring that each client has a financial plan and budget.
- Offer an excellent client experience and frequent engagement activities with clients.
- Ensure day to day engagements with clients to ensure that all queries and requests are answered, actioned and resolved.
- Hold clients accountable to their goals and commitments through regular engagement.
- Network across various face to face and digital platforms to establish and build new business.
- Participate and contribute to a culture which builds sustainable relationships, facilitates feedback and provides a safe environment for clients.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Continuously developing own expertise in terms of professional, industry and legislation knowledge.
- Contribute to the teams’ continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving own career development, regulatory adherence and ethics.
- Manage financial and other company resources under your control with due respect.
- Adhere to business and industry rules and regulations.
- Understand and possess knowledge of Franchise functioning; advice, engagement and product support.
- Ensure proficiency on all solutions and products.
- Successful implementation and continuous review in line with regulatory requiremen

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