Client Relationship Officer

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities:  Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
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 time lines Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines Full and proper use of the company's CRM package 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.
Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager for final checking.
Assist in attending to any outstanding requirements to complete a deal Understanding of company products in order to assist clients with queries Ensure company is always compliant with the regulations of the FSCA and FAIS Act Minimum Qualifications:  Tertiary qualification in a finance/commerce related field of study 3-5 years experience in financial services with exposure to investments, sales, full needs analysis, financial planning and estate planning Valid Drivers License Preferred Qualifications:  5 years experience in the industry Post Grad Diploma and Financial Planning or studying towards the qualification Written and passed RE5 exam