Client Relationship Specialist

A recent professional profile photo is to accompany your application

START DATE : A.S.A.P

REQUIREMENTS:

• 510 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 drivers license.
• Fluent in verbal and written English and Afrikaans.
• Financial Markets Knowledge: Strong understanding of financial markets and instruments, including 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 companys 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 Specialists 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.
• Client Service: Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery.
• Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow-up in line with company guidelines.
• Reconciliation and Reporting: Maintain, reconcile, and submit daily reconciliation templates and team figures accurately.
• Client Liaison: Engage with all allocated clients in accordance with company standards and guidelines.
• CRM Management: Ensure full and effective utilization of the companys CRM system (XPlan).
• Appointment Coordination: Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared.
• Administrative Accuracy: Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager.
• Deal Support: Assist in resolving outstanding requirements to ensure successful deal completion.
• Product Knowledge: Maintain a thorough understanding of all company product offerings.
• Compliance: Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client-focused manner.
• Client Reviews: Conduct comprehensive, FAIS-compliant client reviews, including full needs analysis and consideration of changes in client circumstances.
• Target Achievement: Meet performance targets and deliverables as set by the company.

HOURS:

• Monday to Friday: 08:00 17:00