Client Relationship Specialist
1 week ago
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
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- 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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