Banking Advisor - Affluent

Client Relationship Officer | Constantia - Cape Town

Cape Town, Western Cape The Recruitment Council

Posted 4 days ago

Job Description

We are seeking a Client Relationship Officer to join a premier investment specialist firm in Johannesburg. This role is crucial for servicing a dedicated book of private clients and maintaining the companys market share in Funds Under Management.

The ideal candidate will have a tertiary qualification in a finance or commerce-related field and 3-5 years of experience in financial services with exposure to investments, sales, and financial planning. You must have a sound understanding of investment and fiduciary services and be able to build trusting relationships with clients.

Key responsibilities

• Setting up and closing appointments with potential clients.
• Handling existing client queries and providing a high level of service.
• Maintaining and tracking leads for the Wealth Specialist team.
• Ensuring compliance with regulations and company guidelines.
• A valid driver's license and a strong service ethic are also required. This is an excellent opportunity for a professional who is computer literate, technologically savvy, and has a keen understanding of the financial services industry

#J-18808-Ljbffr