Client Relationship Manager - Investments

SUMMARY:
Join my client in the Investments space as a Client Relationship Manager.

POSITION INFO:

• Preparation of financial plans and review according to internal processes; Full responsibility for the case preparation to sign off internally and submission to Head Office
• First line Compliance Checks on cases received from an Associate
• Liaise with Associate and Associate Assistant regarding missing case docs if any
• Link between Sales office and Head Office with regards to queries related to cases and compliance
• Chasing internal case compliance requirements to facilitate and speed up case sign off, once a case is at sign off, prepare courier
• Recording of client meeting minutes and deliverables
• Manage and execute on various client projects
• Implementing transactions for new and existing clients by interacting with the Wealth Specialist and Case Administrator
• Ensure clients are updated at all times on events and transactions
• Maintaining good record keeping, Compiling weekly reports
• Drafting and sending correspondence to clients and external Providers
• Ensuring that clients files and transactions are fully compliant, resolving ad hoc client queries
• Liaising with Wealth Specialists and trust companies to ensure accuracy of documentation and tracking of dealing instruction (execution and issued)
• Ensuring original applications are couriered, received and processed both internally and externally as per due dates
• Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates
• Update internal registers and the Internal Platform
• Referring cases to be invoiced to the Accounts Department
• COA submission including client/book transfers and appointments
• Handle and actions requests for information and data
• Responsible for the full training on Platform and Documentation along with orientation of new starters
• Open, sort and distribute incoming correspondence
• Providing Clients with Concierge Log in Details
• Ensuring that Reportable Arrangements are completed when needed
• Manage electronic library, including Provider documentation and requirements

Qualifications and Experience:

Matric Certificate or equivalent secondary school certificate
â–ª Wealth Management or equivalent qualification
â–ª Fully computer literate
â–ª 4+ years of financial administration experience
â–ª Understanding the financial planning process and technical knowledge
â–ª Certified Financial Planner (CFP) would be to your advantage

NB! This job is now closed. You can apply for other jobs by uploading your CV.