Client Relationship Specialist / paraplanner

Employment type: Permanent
Sector: Wealth Management
Basic salary: Market related
Start date: ASAP

Requirements

• 5–10 years’ experience as a Private Client Wealth or Relationship Manager.
• Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
• Grade 12 (Matric).
• Recognized FSCA-approved tertiary qualification.
• Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
• RE5 certification (required).
• Valid Financial Services Provider (FSP) license, including Category 1.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Valid driver’s license.
• Fluent in verbal and written English and Afrikaans.
• Financial markets knowledge: strong understanding of equities, fixed income, bonds, listed property, cash instruments, and local and offshore investment schemes.
• Economic awareness: good understanding of local and global economic fundamentals.
• Client needs analysis: knowledge of risk profiling tools and approaches to meet diverse client financial objectives.
• Business acumen: ability to quickly understand the company’s business model, products, and services.
• Market awareness: awareness of competitor activities and offerings.
• Sales and relationship management: strong interpersonal and sales skills, with the ability to engage and build relationships with high-net-worth and ultra-high-net-worth clients.
• Technical skills: computer literate and technologically proficient.

Duties

• Service existing clients within an allocated Wealth Specialist’s team, delivering a high standard of client care.
• Build and maintain strong, trust‑based relationships with private wealth clients.
• Understand client needs and provide appropriate product and service solutions.
• Conduct client reviews to assess current portfolios, identify needs, and make recommendations.
• Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team.
• Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery.
• Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow‑up in line with company guidelines.
• Maintain, reconcile, and submit daily reconciliation templates and team figures accurately.
• Engage with all allocated clients in accordance with company standards and guidelines.
• Ensure full and effective utilization of the company’s CRM system (XPlan).
• Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared.
• Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager.
• Assist in resolving outstanding requirements to ensure successful deal completion.
• Maintain a thorough understanding of all company product offerings.
• Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client‑focused manner.
• Conduct comprehensive, FAIS‑compliant client reviews, including full needs analysis and consideration of changes in client circumstances.
• Meet performance targets and deliverables as set by the company.

Hours

• Monday to Friday: 08:00 – 17:00

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