Client Relationship Officer | Durban

SUMMARY:
Client Relationship Officer | Durban

POSITION INFO:

JOB REQUIREMENTS AND QUALIFICATIONS

MINIMUM QUALIFICATIONS

1. Tertiary qualification (3-year degree) in a
finance/commerce related field of study.
2. 3-5 years’ experience in financial services with emphasis
and exposure to investments, with experience in sales,
conducting full needs analysis, financial planning and
estates planning.
3. Valid driver’s license.

 PREFERRED QUALIFICATIONS

1. 5+ years’ experience in the industry.
2. Postgraduate Diploma in Financial Planning or studying
toward the qualification.
3. Written and passed the Representative (RE5) exam.

KEY AREAS AND RESPONSIBILITES OF THE JOB

Key areas of responsibility will include but not be limited to:
1. Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
2. Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of
service.
3. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted
and followed up within the Company’s set timelines.
4. Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.
5. Liaison with all clients allocated to the Wealth Specialist team as per the Company’s set guidelines.
6. Full and proper use of the Company’s CRM package.
7. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for
all set appointments and all reviews.