Financial Services Professional

3 weeks ago


Paarl, Western Cape, South Africa Frank Consult Full time

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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