Financial Services Professional
3 weeks ago
About the Role: We are seeking a highly skilled Financial Services Professional to join our team at Frank Consult. The ideal candidate will have a strong background in account management and be able to build and maintain meaningful relationships with clients.
Key Responsibilities:
- Serve as the primary point of contact for customer account management
- Develop and maintain strong, long-lasting client relationships
- Lead and resolve complex client challenges in collaboration with internal teams
- Ensure the timely delivery of management and payment reports
- Work closely with cross-functional teams to improve service delivery
Requirements:
- Bachelor's degree or diploma in finance or a related field (essential)
- Minimum of 2 years' experience in a leadership position (essential)
- Experience in South Africa's financial services or financial planning industry (advantageous)
- Proven expertise in managing large datasets
- Advanced Excel skills
- Strong analytical and problem-solving abilities
- Proficient in a variety of software and tools
- Self-motivated and proactive, with a collaborative approach
- Meticulous attention to detail and accuracy
- Excellent organisational and administrative capabilities
- Exceptional verbal and written communication skills in English and Afrikaans
Benefits:
- Market-related salary: R800,000 - R1,200,000 per annum
- Group benefits package
- Holiday pay
- Annual bonus
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