Client Liaison Specialist

3 weeks ago


Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full time
Client Relationship Officer

A well-established wealth specialist seeks a Client Relationship Officer to join their team.

Key Responsibilities:

  • Client Outreach: Contact allocated leads, set up appointments with potential clients for the Wealth Specialist.
  • Client Support: Address existing client queries and requests timeously and professionally, offering high levels of service.
  • Lead Management: Handle, maintain, and track leads received by the Wealth Specialist team, ensuring timely contact and follow-up.
  • Administrative Tasks: Maintain, reconcile, and submit the Wealth Specialist team's daily recon template and figures.
  • Client Liaison: Liaise with clients allocated to the Wealth Specialist team, adhering to company guidelines.
  • CRM Use: Utilize the company's CRM package effectively.
  • Appointment Management: Make and confirm appointments for the Wealth Specialist, ensuring correct paperwork for all set appointments and reviews.
  • Deal Pack Review: Verify deal packs, cover schedules, and will applications submitted by Wealth Specialists are complete and accurate, then submit to the Regional Admin Manager for final checking.
  • Assistance: Assist in addressing any outstanding requirements to complete a deal.
  • Product Knowledge: Understand company products to assist clients with queries.
  • Regulatory Compliance: Ensure the company remains compliant with the regulations of the FSCA and FAIS Act.

Minimum Qualifications:

  • Tertiary qualification in finance or commerce.
  • 3-5 years of experience in financial services, with exposure to investments, sales, full needs analysis, financial planning, and estate planning.
  • Valid driver's license.

Preferred Qualifications:

  • 5 years of experience in the industry.
  • Post-Grad Diploma in Financial Planning or studying towards the qualification.
  • Written and passed RE5 exam.


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