Relationship Manager

The successful candidate will join our client, an established wealth firm at their Durban North offices as a relationship manager with duties including but not limited to:

 Client liaison

       Para-planning

      Diary management and appointment setting

  Leads management

Recruitment

    Follow up on underwriting outstanding requirements

      Systems and administration procedures

  formulation and communication of marketing material, newsletters and any other material required

         Marketing and prospecting for new clients

        Client servicing and review schedules (CRM)

       petty cash and cash float management

    assisting and performing general bookkeeping duties

Human resource management

      Compiling reports, statistics and presentations as required

    Compiling, assisting, managing and reporting of Marketing and Advertising Campaigns

         FAIS & FICA compliance management including all amendments, related, associated and /or subordinate legislation, in respect of long-term insurance, short-term insurance and medical aid

       Providing advice to clients as and when necessary

         Any duties associated with general office management, including but not limited to:

Managing office supplies

Managing the information technology systems and hardware within the office

   Managing the leave management system