A well-established company within the wealth management industry seeks a client relationship specialist with solid experience in financial services to join their passionate and dedicated team.

The Client Relationship Specialist (CRS) role services all existing clients of the company that form part of an allocated wealth specialist’s team. The successful candidate will be responsible for providing first-class service to all clients and as such increase the company’s market share in the area of, Assets Under Management.

You will be required to build a trusting relationship with private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services offered by the company.
Conduct client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible. You will also be responsible for the attainment of an Assets Under Management (AUM) target each month as part of the Wealth Specialist’s team.

Requirements:

• FSCA recognised qualification to be a Representative on a CAT I FSP, CFP would be advantageous
• Written and passed the Representative (RE5) exam
• Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements
• Ten+ years of experience in financial services with emphasis and exposure to investments, with experience in sales and HNW client servicing, conducting full needs analysis, financial planning, and estates planning
• Valid driver’s license

Posted on 08 Jun 11:18