Description:
Skills and Qualifications: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 etc) 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. Key Responsibilities would be but not limited to:
* Client engagement
* Preparation and maintenance of client files
* Implementation of recommendations
* Client onboarding
* Client retention
* Compliance and documentation
13 May 2025;
from:
gumtree.co.za