Customer Relationship Officer - Wealth Management

Customer Relationship Officer - Wealth Management
2024-05-10 - 2024-06-09
DUR003059
Admin, Office & Support
Finance & Insurance
Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join their team of professionals.

The successful candidate will be responsible for servicing existing private clients and providing first-class service to these clients to maintain and increase the company's market share.
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications submitted by Wealth Specialists.
Requirements:
Relevant 3-year Degree in a Finance / Commerce3-5 years' experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planningSound knowledge of investment and fiduciary services in the marketplaceAwareness of competitor activities and offeringsComputer literate and technologically savvyValid driver's licensePostgraduate Diploma in Financial Planning, or studying towards and completed RE5 exam would be an advantage
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