Wealth Client Relationship Manager

Recruiter:

Belmar Personnel

Job Ref:

CRM

Date posted:

Tuesday, May 17, 2022

Location:

CapeTown, South Africa

Salary:

350 - 420K depending on experience

SUMMARY:
CRM - Investment - Asset Management/Stockbroking industry

JOB DESCRIPTION:

Cape Town based, Stellenbosch office.

We are looking for a Client Relationship Manager who has the necessary investment experience (someone that is currently in a similar role within the investment industry). (EE candidates).

Experience within the investment industry (with specific knowledge in Asset Management/Stockbroking). EE candidate and fully bilingual in Afrikaans & English (write/speak/read).

The person must be fully bilingual (English & Afrikaans) as this is a large, established practice whose client base is predominantly Afrikaans speaking people. The person must be fluent in Afrikaans (read, write & speak). We are also looking for candidates who are committed and willing to build (and continue) a long-term relationship with these clients.

Responsible to support and enable the Portfolio Management function to grow and retain market share; to enhance the customer experience; to retain the customer. Deals with escalated client queries or complaints and resolves issues to completion. Acts as a point of escalation for matters with higher level of complexity than those handled by Administrators. Responsible for managing reputational risk associated with complaints. Resolves technical and complex problems, especially in support of administrative queries / issues. Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS). Strict adherence to regulatory requirements (FICA, FAIS). Uses knowledge of products to secure an end to end finalisation of client instructions, queries or complaints.

2 to 3 years’ experience within the investment industry compulsory

Excellent administrative, servicing, coordinating, support, relationship management and innovation skills

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

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