Client Relationship Specialist (Parraplanner)

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EMPLOYMENT TYPE : Permanent

SECTOR : Finance

BASIC SALARY : Market Related

START DATE : A.S.A.P / Immediate

REQUIREMENTS :

Matric

Recognized FSCA tertiary qualification

RE5 Exam passed and currently registered on an FSP license as a Representative

Class of Business training completed (as per FSCA and company requirements)

35 years of experience as a Private Client Wealth / Relationship Manager, specifically working with high and ultra-high net worth clients

Computer literate, with proficiency in Microsoft Office Suite

Experience in investment advisory, financial planning, and estate planning

Valid drivers license

Candidates must meet all Fit and Proper requirements, allowing them to be added to the companys FSP license

DUTIES :

• Build and maintain trusting relationships with private wealth clients.
• Foster client confidence and goodwill by understanding and meeting their financial needs.
• Provide investment advisory and financial planning services within a sales-oriented environment.
• Ensure ethical and compliant conduct in all client interactions.
• Deliver high-quality client servicing and relationship management for existing clients.
• Assist with administrative duties related to client servicing and portfolio management.

HOURS :

• Monday to Friday : 08 : 00 17 : 00