Rustenburg: Client Relationship Manager posted by People Dimension
Posted on 2025-07-04 00:00:00
| Employer | People Dimension |
|---|---|
| Category | Other Finance/Accounting |
| Location | North West / Rustenburg |
Job Summary
Introduction
A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction, and driving business growth.
Duties & Responsibilities
Client Engagement:
- Develop and maintain long-term relationships with clients.
- Arrange regular meetings with clients to review their financial plans and goals.
- Address client inquiries and resolve issues promptly.
- Maintain consistent and ongoing client communication.
- Attend client meetings
Preparation & Maintenance of Client Files:
- Ensure completeness of client file/data gathering.
- Confirm risk profile is determined and updated.
- Check all compliance paperwork is present.
- Prepare and coordinate review documentation including financial planning and portfolio reviews.
- Review investment portfolios, asset allocation, risk profiles, etc.
- Identify areas for planning and carry out technical calculations.
- Prepare information/comparisons for analysis by Financial Planners.
- Liaise with clients’ legal and tax advisers (if applicable).
- Produce clear, technically accurate, compliant, and concise Financial Plans
- Maintain and update client records and profiles on a continuous basis.
Implementation of Recommendations:
- Make changes to clients’ investments as instructed.
- Ensure agreed action points are actioned.
- Liaise with the administration team to process recommendations.
Client Onboarding:
- Manage the onboarding process for new clients, ensuring a smooth transition.
- Gather and verify client information and documentation.
- Set up client accounts and ensure all necessary paperwork is completed.
Client Retention:
- Monitor client satisfaction and proactively address any concerns.
- Implement strategies to retain clients and enhance their loyalty.
Compliance and Documentation:
- Ensure all client interactions and transactions comply with regulatory requirements.
- Maintain accurate and up-to-date client records and documentation.
- Prepare reports and documentation for internal and external audits.
- Adhere to all company processes and policies.
Desired Experience & Qualification
Skills and Qualifications:
- At least 5 years of experience working as a Client Relationship Manager
- At least 3 years of experience working within a financial planning environment
- Proficient in Microsoft Word, Excel, and electronic diary management
- Advanced Excel skills
- Excellent technical knowledge of Financial Services Products
- Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap and Astute)
- Highly organized, methodical, analytical, and disciplined.
- Excellent communicator (both verbal and written).
- Ability to assimilate technical information into an understandable format for clients.
- Shows initiative and takes personal responsibility for completing tasks.
- Able to work within defined business processes.
- Able to work under pressure.
- Excellent attention to detail.
- Able to achieve agreed outcomes without supervision.
- Able to prioritize and plan own workload.
Package & Remuneration
Salary:
- R 15 000 – R 25 000 CTC pm.
Benefits:
- Competitive salary
- Medical Aid Contribution
- Group Cover
- Retirement Contribution
- Opportunities for professional development
- A supportive and collaborative work environment
Interested?
Please forward your CV to *****@*****.co.za
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Rustenburg
More jobs in North West
Browse Other Finance/Accounting Jobs
Browse People Dimension Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Rustenburg: Trackless Mobile Machinery (TMM) – Engineer posted by Limpopo Career Consortium (Limcaco)
National DiplomaDegree in Engineering Mechanical or Electrical Heavy Current. Government Certificate of Competency Mines Works. Minimum of 10 years...
View Job
Trackless Mobile Machinery (TMM) – Engineer
Rustenburg: Planned Maintenance Officer posted by Limpopo Career Consortium (Limcaco)
- Grade 12- Trade Certificate- Management Maintenance Certificate- Law and Standards Engineering Supervisory Certificate- Experienced in managing a...
View Job
Planned Maintenance Officer
Rustenburg: Metallurgist posted by Limpopo Career Consortium (Limcaco)
KnowledgeEducation Requirement Matric Certificate Grade 12 with Mathematics and Science BTech Degree in Metallurgical or Chemical Engineering Post Graduate...
View Job
Metallurgist
Rustenburg: Electrical Foreman posted by Kopano & Tseya Ka Matla Projects
Oversees and manages electrical maintenance, repairs, and installations underground, ensuring safety, compliance, and efficient operations.Key...
View Job
Electrical Foreman
Rustenburg: DENTIST | RUSTENBURG, NORTH WEST
A well-established Family Dental Practice in Rustenburg, North West, is seeking a skilled and qualified HPCSA Registered Dentist to join their dedicated...
View Job
DENTIST | RUSTENBURG, NORTH WEST
Rustenburg: Junior Process Engineer
Minimum requirements Bachelors degree in Metallurgy or Chemical Engineering 1 years experience Attention to detail and the ability to work methodically...
View Job
Junior Process Engineer
Rustenburg: FITMENT CENTRE LEADER (RUSTENBURG)
Requirements - Minimum of 5 years of relevant experience in a similar role. - Strong computer literacy, with SAP experience as an advantage. - In-depth...
View Job
FITMENT CENTRE LEADER (RUSTENBURG)
Rustenburg: Field Service Technician
Duties and Responsibilities Travel to client locations to install, repair, and maintain equipment Provide excellent customer service and technical support...
View Job
Field Service Technician
Rustenburg: Client Relations Manager
Skills and Qualifications At least 5 years of experience working as a Client Relationship Manager, within a Financial Broker Insurance industry. At least...
View Job
Client Relations Manager
Rustenburg: Retail Store Finance Manager
ð Job Opportunity Store Financial Manager Retail Sector ð Rustenburg, North West ð R 420 000 R 540 000 CTC per annum ð Minimum Recruitments Financial Degree...
View Job
Retail Store Finance Manager
Rustenburg: Finance Manager (Retail Store)
ð Job Opportunity Store Financial Manager Retail Sector ð Rustenburg, North West ð R 420 000 R 540 000 CTC per annum ð Minimum Requirements Financial Degree...
View Job
Finance Manager (Retail Store)
Rustenburg: Sales Cadet
What You Can Expect Full in-house training in vehicle sales processes Hands-on mentorship from experienced professionals Exposure to variety of automotive...
View Job
Sales Cadet
Rustenburg: Business Sales Consultant (B2B)
Our client is seeking a Business Sales Consultant to join their team. This position will suit a self-starter with an outgoing personality and mature...
View Job
Business Sales Consultant (B2B)
Rustenburg: Civil Engineer
Required qualification and working knowledge B.Eng Civil Engineering 4 Years of experience as a Civil Engineer 4 Years of experience in structural...
View Job
Civil Engineer
Rustenburg: Portfolio Manager Assistant
Requirements Salary R6,500 Valid Drivers License the ability to drive speaks for itself and valid drivers license Basic Accounting Experience Good...
View Job
Portfolio Manager Assistant
Rustenburg: Workshop Safety Officer
Main Duties Implement and manage workshop safety systems in line with ISO 45001 and other relevant standards. Conduct regular risk assessments , safety...
View Job
Workshop Safety Officer
Rustenburg: Client Relationship Manager
Develop and maintain long-term relationships with clients Arrange and attend regular meetings to review financial plans and goals Manage client onboarding...
View Job
Client Relationship Manager
Rustenburg: Used Car Sales Manager – Premium Brand Exp posted by Bonafide Human Capital
A vacancy exists at our automotive dealer client in Rustenburg, for a Used Vehicle Sales Manager.Must have Premium Brand experience.This position is...
View Job
Used Car Sales Manager – Premium Brand Exp
Rustenburg: Hotel General Manager – Rustenburg
We are looking for a General Manager for our beautiful Hotel in Rustenburg. Must have full service large Hotel experience with strong hands-on ability....
View Job
Hotel General Manager – Rustenburg
Rustenburg: Sales Representative
Requirements Valid drivers license Grade 12 certificate Technical Background and knowledge of mining companies and surrounding areas Duties and...
View Job
Sales Representative
Rustenburg: Qualified Diesel Mechanic
Successful candidates will have the following Matric Grade 12 Diesel Mechanic Earthmoving Equipment Mechanic Trade Certificate 3 Years Post Trade...
View Job
Qualified Diesel Mechanic
Rustenburg: Payroll Project Administrator
Requirements Matric and qualification in finance, IT or Payroll. 3 years related payroll administration experience Experience in performing reconciliations,...
View Job
Payroll Project Administrator
Rustenburg: Data, Systems & Reporting Specialist
Minimum Requirements A degree in Engineering, Accounting, Risk Management, or a related field. 15 years of relevant experience in finance, engineering,...
View Job
Data, Systems & Reporting Specialist
Rustenburg: Junior Process Engineer
Position available for a Junior Process Engineer. Minimum Requirements Qualifications Bachelors degree in Metallurgy or Chemical Engineering 0 - 2 years...
View Job
Junior Process Engineer
Rustenburg: Sales Rep / Executive
We are seeking a professional Sales Representative Executive to join our team, at least 3 years working experience within Telecoms and Office automation...
View Job
Sales Rep / Executive