Junior Client Relationship Manager ( Private Wealth Planning), Cape Town

Recruiter:

Ideal Candidates

Job Ref:

AB35

Date posted:

Monday, March 3, 2025

Location:

CapeTown, South Africa

Salary:

Market Related

SUMMARY:
Junior Client Relationship Manager ( Private Wealth Planning), Cape Town

POSITION INFO:

About:

A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, the client works closely with a well-established 3^rd party broker network to deliver customized insurance solutions.

Overview

Seeking a highly motivated, proactive and articulate individual to join a growing team. As part of the intermediary team between the broker network and the operations team, the Junior Client Relationship Manager will support the Senior Client Relationship Manager in the ongoing interaction with brokers while retaining, renewing and building relationships.

Qualifications & Skills

Industry Expertise: 3+ years in insurance, private banking, wealth management, or investment banking, with an understanding of international financial markets and investment strategies.
Relationship-Driven: Strong interpersonal skills with the ability to build and maintain long-term broker relationships and effectively liaise with internal and external stakeholders.
Education: Bachelor’s degree in finance, economics, law, or a related field. CFA, CFP, or other relevant certifications are a plus.

Key Responsibilities

Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market our policies.
Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.
Intermediary Role: Providing feedback to, and ongoing communications with the operations team and the Partner Services Manager to ensure smooth operations.

Compensation & Benefits: Commensurate with the position and level of experience of the successful candidate

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

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