Relationship Development Specialist – Durban or Umhlanga
1 month ago
We are seeking a highly skilled Relationship Development Specialist to join our team at Headhunters in Durban or Umhlanga. As a key member of our operations team, you will play a critical role in supporting Portfolio Managers and delivering exceptional client services.
**Job Summary:**
The ideal candidate will possess excellent organizational skills, strong communication abilities, and a customer-centric approach. You will be responsible for managing administrative tasks, ensuring data integrity, and providing top-notch support to our Portfolio Managers and clients.
**Responsibilities:
- Coordinate with Advisor offices and central operations to ensure seamless client onboarding and mandate completion.
- Implement administrative processes and controls in the office, including transaction management, reporting, and query resolution.
- Act as the primary point of contact for clients, ensuring efficient delivery of client requirements on behalf of the Portfolio Manager(s).
- Maintain accurate records, capturing client data, and uploading documents to xPlan.
- Prepare client briefs for Portfolio Managers' appointments, identifying client needs and coordinating with central operations as needed.
- Support marketing efforts by assisting with client events, preparing welcome packs, and distributing relevant materials.
- Ensure record-keeping compliance with business rules and legislative requirements.
**Requirements:
- Proficient in Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
- Familiarity with Xplan, DMA, Marble, and OPUS is an advantage.
- Experience in the financial services industry preferred.
- Relevant tertiary education or courses completed.
- Knowledge of FAIS and FICA legislation.
- Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
**Benefits:
- A competitive salary range of R250,000 - R350,000 per annum, depending on experience.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
- Opportunities for growth and advancement within the company.
**How to Apply:
If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to us via email.
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