Financial Services Relationship Manager: Investments
5 days ago
We are seeking a skilled and experienced Financial Services Relationship Manager to join our team in George, Western Cape. The successful candidate will provide financial solutions to Wealth Managers, deliver exceptional client service, and educate clients on the convenience, security, and functionality of self-service solutions.
Key Responsibilities- Respond to client needs by offering tailored services and solutions.
- Nurture long-standing relationships with clients.
- Educate clients and potential clients on how to subscribe and service their accounts.
- Foster mutual trust and confidence through knowledgeable client service.
- Provide financial strategies and advice using a holistic approach.
- Advanced Diplomas/National 1st Degrees.
- FAIS Approved Qualification (preferred).
- Professional Degree in Financial Services (NQF Level 5) (essential).
- 3-6 years' experience in Private Banking/Investment House Client Service and Para-Planning.
- CRM D-365 experience.
- Accounting/Financial Services jobs.
- Competitive salary between R500,000 - R700,000 per annum.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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