Client Relationship Manager - Somerset West (Western Cape)

Responsibilities: Portfolio management administration Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.)
Implementation of the client services experience and acting as the point of contact for the clients Operational support (administrative support) Capturing and preparing client records and uploading related documents on XPlan Collaborate with the events coordinator to organize client events, including venue booking, RSVP management, and overall event execution Requirements Knowledge of the financial services industry Understanding of the FAIS and FICA legislation Relevant tertiary education or courses Experience with XPlan, DMA, Marble, Opus (Advantageous) Understanding of share portfolio account opening processes Methodical, accurate, and have meticulous attention to detail Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.