Client Relationship Manager

2 months ago


Cape Town City Centre, South Africa Jobted ZA C2 Full time

Qualifications and Experience
Minimum of 5 years in the financial services industry is required
Relevant tertiary education or courses
Investment / stock broking experience will secure

Purpose of the Role
The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s).
The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Portfolio Manager(s), developing client relationships and ensuring that we always provide a positive professional experience.

Portfolio Management Administration
Deals with Portfolio Manager(s) client instructions timeously
Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s)
Performs all mandate completion and client onboarding steps with central operations team
Uses knowledge of products/process to ensure end to end finalization of client instructions or queries
Develops good verbal and written interaction with Advisor offices and central operations
Assists Portfolio Manager(s) with client reviews

Client Services
Implementation of the client services experience, as defined by the Head of Operations
Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.)
Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s)
Adhere to the culture and principles of Treating Customer Fairly

Operational Support (administrative support)
Capturing and preparing of client records and uploading of related documents on relevant client management tool i.e. xPlan
Ongoing maintenance of client data on client management tool to ensure data integrity
Capturing, fulfilling, and preparing client file(s) ensuring all compliance paperwork is present and confirm client risk profile
Prepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as required
Schedule tasks on xPlan for reviews in line with agreed client engagement terms
Preparation of all review packs / documents for Portfolio Manager(s) to engage with client(s) as agreed per terms of engagement This includes the preparation of all profiles, meeting notes, valuations, mandate agreements with supporting marketing & application materials
Preparation and distribution of client welcome packs
Co-ordinate case specific enquiries with internal/external product and service providers
Ensure proper record keeping in line with business rules and where relevant, legislative requirements

Marketing Support
Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
Assisting Portfolio Managers at client events when relevant
Act as a second point of contact for clients thus strengthening client relationships

Office Management
Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team
Support Portfolio Manager in effective client diary management and meeting preparation

Knowledge
Of the Financial Services Industry
Understanding of FAIS and FICA legislation

An understanding of:
Share portfolio account opening processes (including documentation required and the loading of the account)
Portfolio transfer
Dividend receipts and payouts
Corporate actions
Client statement preparation and distribution

Competencies
Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential)
Experience with Xplan; DMA; Marble; OPUS is an advantage
Good verbal and written communications skills
High energy individual who is customer centric and relationship orientated
Methodical, accurate and have meticulous attention to detail
Self-motivated work ethic
Organizational skills, ability to prioritize, plan and manage projects
Ability to collaborate with others
Critical thinking: ability to strategize, research and interpret
Strong analytical, math and research skills
Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients
Teamwork: be a reliable and productive member of the team
Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required
Time management: ability to manage time and tasks to ensure deadlines are met
Assertiveness
Proactive & resourceful
Resilient under pressure
Ability to multi-task
Maintains confidentiality



  • Cape Town, South Africa CA Financial Appointments Full time

    Are you a qualified CA(SA) or Lawyer with relevant Wealth Management / Financial Services experience in Client Relationship Management? Do you thrive on top notch relationship-building with high net worth clients? Please get in touch with me. **Responsibilities**: - Build and maintain long term relationships with clients which includes all forms of...


  • Cape Town, South Africa Jambo Home Loans Full time

    **High-Level Client Relationship Manager** **Location**: Cape Town, Western Cape **Salary**: R4,000 - R8,000 per month (based on experience) **About Us**:Jambo Home Loans is a dynamic company partnering with a leading real estate firm. We specialize in operations, financing, and real estate services, making us a comprehensive solution for our clients. We...


  • Cape Town, South Africa CF Consulting Full time

    **OVERALL PURPOSE** The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...


  • Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

    Job OverviewWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Isilumko Staffing (JHB). As a Client Services Consultant, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesEngage with clients to understand their needs and...


  • Cape Town, South Africa Ultra Personnel Full time

    Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesInvestment / stock broking experience will securePurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for...


  • Cape Town, South Africa Ultra Personnel Full time

    Qualifications and Experience Minimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesInvestment / stock broking experience will securePurpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for...


  • Cape Town, South Africa Quicket Full time

    _Did you know? Quicket provides Africa's leading ticketing, streaming, and fundraising technology platform. With millions of users across the continent, we drive growth in the business, entertainment, cultural, and social sectors, creating jobs and boosting incomes, for individuals and businesses alike. But we don't stop there. We believe in equal access and...


  • Cape Town, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...


  • Cape Town, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...


  • Cape Town, South Africa CF Consulting Full time

    This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you: - Relevant professional Finance Services Industry Experience (5 years) -...


  • Cape Town, South Africa EZ Shuttle Full time

    **Key Responsibilities** - Oversee a portfolio of clients, ensuring consistent and meaningful communication to foster strong, lasting relationships. - Drive sales growth by creating and executing strategies to increase revenue from both new and existing clients. - Build and maintain partnerships with travel agencies, corporate clients, and industry...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Are you passionate about delivering exceptional client experiences and driving business growth?We're seeking a skilled Senior Client Relationship Manager to join our team at The Legends Agency.**Job Overview**As a Senior Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their...


  • Cape Town, South Africa The Recruitment Council Full time

    Job Title: Client Relationship ManagerReporting Line: Operations ManagerLocation: Steenberg, TokaiBusiness Unit: Investment ManagementPurpose of the RoleThe Client Relationship Manager is responsible for providing exceptional support and oversight in fund administration services. This dynamic role requires a passion for client service and delivery. The...


  • Cape Town, South Africa Headhunters Full time

    Requirements: PSP or stockbroking experience required.Some years in the financial services industry will be advantageous.Relevant tertiary education or courses.Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential).Experience with Xplan; DMA; Marble; OPUS is an advantage.Knowledge of the Financial Services Industry.Understanding of...


  • Cape Town, South Africa Kaelo Full time

    Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee...


  • Cape Town, South Africa FNZ Full time

    Role Description Specific Role Responsibilities - Become a reliable point of contact for relationships and establish a strong business relationship. - Develop open and effective channels of communication with each relationship. - Coordinate internal stakeholders and determine the best utilization of resources to increase customer satisfaction. - Communicate...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    Job OverviewWe are seeking a highly skilled Account Manager to join our team at HR Genie. This is an exciting opportunity for someone who is passionate about delivering exceptional client experiences and building long-lasting relationships.SalaryThe estimated annual salary for this role is $65,000 - $80,000, depending on location and experience.Key...


  • Cape Town, South Africa The Recruitment Council Full time

    As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business...


  • Cape Town, South Africa O'Brien Recruitment Full time

    Client Relationship Consultant – Cape Town We are seeking a dedicated and driven team player to join our dynamic sales team. The ideal candidate will be independent, self-motivated, confident, and innovative, with a strong sense of punctuality and attention to detail. This role is based in Cape Town. Qualifications: Matric certificate. Qualification as a...


  • Cape Town, South Africa Coronation Fund Managers Full time

    **Duties and Responsibilities**:** Client One-Liner Portfolios** - Main point of contact to client/ consultant/administrator - Responsible for dealing with all client queries/requests - Maintain internal relationships/assist portfolio managers/analysts/other parties - Responsible for monitoring outsourced administration - Review of daily reconciliations...