Client Account Manager

3 weeks ago


Cape Town, South Africa Oracle Financial Advisory Services Full time

**Job Purpose**

As a Financial Advisory Group, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Fiduciary Services, *Short Term Insurance, Broker Support and Practice Management. We are looking for like-minded individuals who are looking for ways to enable a “better-living” mindset for our clients.

**Duties**
- Cultivate and extend our benefit footprint by offering our services.
- Explore creative and “_out-of-the-box_” strategic initiatives to introduce our tailored Financial Solutions to a broader client base.
- Manage Key Accounts to ensure that we retain a healthy and satisfied client base.
- Creating and maintaining business networks within the Financial Services Sector.

**Requirements**:

- Matriculated
- Minimum 2 years in the sales sector
- Advanced knowledge of selling skills and techniques
- Planning and organizational skills
- Strong communication
- Strong business acumen
- Skilled in advanced relationship building.
- Own vehicle with valid driver’s license.

**Important information about the Role**
- Full product training & financial planning training offered.
- Ongoing support and assistance given.
- Be willing to be a part of a team.
- Commission only & incentives paid on targets reached. Salary range is circa.
- Allowance will be given for the first 3 Months.

JD - OFB1 Oracle Advisory Services JDOFFA24105

**Job Types**: Full-time, Commission

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)

License/Certification:
Driver's license. (required)

**Job Types**: Full-time, Commission

**Salary**: Up to R435 000,00 per year

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)

License/Certification:

- driver's licence. (required)

Expected Start Date: 2024/04/15



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