Client Relationship Manager

3 days ago


Roodepoort, Gauteng, South Africa Sanlam Limited Full time

Sanlam Limited is committed to transforming the financial services industry in South Africa. As a major player in this space, we strive to create a diverse, inclusive, and equitable workplace that fosters innovation and excellence.

We are seeking a skilled Client Relationship Manager to join our team. This individual will be responsible for developing and maintaining strong relationships with clients, identifying their financial needs, and offering customized solutions to meet those needs.

The key responsibilities include:

  1. Developing and implementing strategies to grow the Sanlam Adviser Business
  2. Providing exceptional client service, ensuring all interactions are ethical, courteous, and professional
  3. Staying up-to-date with industry trends and developments to maintain expertise and provide value-added services to clients

The ideal candidate will have a proven track record of building strong relationships with clients and stakeholders, as well as experience in the financial services industry. Strong communication and interpersonal skills are essential for success in this role.

Knowledge and Skills
  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations


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