Client Relationship Manager

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.
• Attend client meetings

• Ensure completeness of client file/data gathering.
• Confirm risk profile is determined and updated.
• Check all compliance paperwork is present.
• Prepare and coordinate review documentation including financial planning and portfolio reviews.
• Review investment portfolios, asset allocation, risk profiles, etc.
• Identify areas for planning and carry out technical calculations.
• Prepare information/comparisons for analysis by Financial Planners.
• Liaise with clients' legal and tax advisers (if applicable).
• Produce clear, technically accurate, compliant, and concise Financial Plans
• Maintain and update client records and profiles on a continuous basis.

• Make changes to clients' investments as instructed.
• Ensure agreed action points are actioned.
• Liaise with the administration team to process recommendations.

• Manage the onboarding process for new clients, ensuring a smooth transition.
• Gather and verify client information and documentation.
• Set up client accounts and ensure all necessary paperwork is completed.

• Monitor client satisfaction and proactively address any concerns.
• Implement strategies to retain clients and enhance their loyalty.

• Ensure all client interactions and transactions comply with regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies.

• At least 5 years of experience working as a Client Relationship Manager
• At least 3 years of experience working within a financial planning environment
• Proficient in Microsoft Word, Excel, and electronic diary management
• Advanced Excel skills
• Excellent technical knowledge of Financial Services Products
• Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap and Astute)
• Highly organized, methodical, analytical, and disciplined.
• Excellent communicator (both verbal and written).
• Ability to assimilate technical information into an understandable format for clients.
• Shows initiative and takes personal responsibility for completing tasks.
• Able to work within defined business processes.
• Able to work under pressure.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritize and plan own workload.

• R 15 000 - R 25 000 CTC pm.

• Competitive salary
• Medical Aid Contribution
• Group Cover
• Retirement Contribution
• Opportunities for professional development
• A supportive and collaborative work environment

People Dimension