Client Relationship Officer

4 days ago

Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per year

Warwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.

Furthermore, this role would require due care, skill and experience with regards to the submission of lump sum investment paperwork and mandates. They are also responsible for the servicing of all our existing private clients of Warwick that form part of the Wealth Specialist team that they work for. They provide first class service to all Warwick's clients and as such increase the Company's market share in the area of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.

This role will be based our Melrose Arch, Johannesburg Regional Office. Suitable candidates must meet all qualifying criteria and be suitably located in terms of where they reside.

Candidates will require a suitable tertiary qualification and must have a minimum of 3 years' experience in investment focused wealth administration and client relationship management.

Remuneration consists of a market competitive basic salary and a monthly Deliverables bonus potentially commensurate to their basic salary, based on Team performance.

Warwick Wealth is a designated employer and is committed to the pursuit of excellence, diversity and redress in achieving its equity targets in accordance with a defined employment equity plan.

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