Experienced Financial Relationship Manager
1 month ago
Overview:
">The Talent Expert is seeking an experienced Financial Relationship Manager to join their innovative, independent firm in Tygervalley, Cape Town. As a key member of the team, you will focus on servicing and managing client relationships, providing customised financial planning services to retirement funds and their members.
">About the Role:
">We are looking for a highly skilled and experienced Financial Planner who has at least 2 years' experience in the field. You will be responsible for:
">- Managing client relationships and providing exceptional customer service
- Recommending and implementing tailored financial plans that meet clients' needs
- Collaborating with colleagues to provide comprehensive financial solutions
What You'll Need:
">To succeed in this role, you will need:
">- A strong background in finance and accounting, preferably with a CFP qualification
- At least 2 years' experience as a Financial Planner with extensive exposure to investments
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues
- Fluency in English and Afrikaans, with the ability to communicate complex financial concepts clearly
What We Offer:
">In return for your expertise and dedication, we offer:
">- A competitive salary of R450,000 - R550,000 per annum, depending on experience
- Ongoing training and development opportunities to enhance your skills and knowledge
- A dynamic and supportive work environment that encourages collaboration and innovation
- The chance to work with a reputable and established company in the financial industry
Location:
">This role is based in Tygervalley, Cape Town, with regular travel to clients' locations required.
">Language:
">English (fluent) and Afrikaans (fluent)
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