Client Relationship Specialist

1 week ago


Johannesburg, Gauteng, South Africa Rmbwestport Full time
Job Description

We are seeking a skilled Client Relationship Specialist to join our team at Rmbwestport. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of high net worth clients.

Your primary objective will be to deliver exceptional service and meet the evolving needs of our clients.

About the Role

  • Manage a portfolio of FNB Wealth Clients with a team of Private Advisors through provision of analysis, research, and sales and service fulfilment.
  • Act responsibly with work-related resources in order to contribute to cost containment.
  • Achieve expected financial targets and uphold associated service levels.
  • Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative, and appropriate solutions.

Key Responsibilities

  1. Provide sound services and recommendations based on customer and client needs, current information, and trends.
  2. Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  3. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.

Required Qualifications and Experience

  • FAIS Accredited NQF7 qualification.
  • Experience with a portfolio of Wealth Clients advantageous.
  • 2 - 3 years' experience within a Sales/Service area of a financial environment.


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