Experienced Financial Relationship Manager

1 month ago


Cape Town, Western Cape, South Africa The Talent Expert Full time

Overview:

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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.

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About the Role:

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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:

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  • 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
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What You'll Need:

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To succeed in this role, you will need:

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  • 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
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What We Offer:

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In return for your expertise and dedication, we offer:

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  • 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
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Location:

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This role is based in Tygervalley, Cape Town, with regular travel to clients' locations required.

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Language:

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English (fluent) and Afrikaans (fluent)



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