Onshore Client Relationship Manager

1 week ago

Cape Town, Western Cape, South Africa Carrick Wealth Full time R60 000 - R120 000 per year

About Carrick

Carrick is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. We are guided by our passion to set new benchmarks and standards in the industry, and are focused on providing a client experience that speaks to service excellence, integrity and transparency

Please apply via our website

:
https://carrick-

Role Summary

  • Completing FICA verification process
  • Uploading and submission of documents on internal platform
  • Manage and execute on various client projects
  • Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
  • Ensure clients are updated on events and transactions
  • Maintaining good record keeping
  • Drafting and sending correspondence to clients and external providers
  • Ensuring that client files and transactions are fully compliant
  • Resolving adhoc client queries
  • Client Centric orientation
  • Uploading and submission of documents on internal platform
  • Manage acute on various client projects for new and existing clients by interacting with the wealth manager and administrator

Education

  • Senior Certificate (Matric)
  • Regulatory Exam (RE5)
  • Wealth Management / Financial Planner / Paraplanner Certification (Advantageous)

Skills Requirements:

  • Understanding of the financial planning process
  • High level of financial industry technical knowledge
  • Fully computer literate
  • Excellent communication skills (verbal and written)
  • Ability to manage own time and workload effectively

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