Johannesburg: Client Relationship Specialist (Parraplanner) posted by Status Staffing

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EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance  
BASIC SALARY              :           Market Related
START DATE                  :           A.S.A.P / Immediate

REQUIREMENTS:

• Matric
• Recognized FSCA tertiary qualification
• RE5 Exam passed and currently registered on an FSP license as a Representative
• Class of Business training completed (as per FSCA and company requirements)
• 3–5 years of experience as a Private Client Wealth / Relationship Manager, specifically working with high and ultra-high net worth clients
• Computer literate, with proficiency in Microsoft Office Suite
• Experience in investment advisory, financial planning, and estate planning
• Valid driver’s license
• Candidates must meet all Fit and Proper requirements, allowing them to be added to the company’s FSP license

 
DUTIES:

• Build and maintain trusting relationships with private wealth clients.
• Foster client confidence and goodwill by understanding and meeting their financial needs.
• Provide investment advisory and financial planning services within a sales-oriented environment.
• Ensure ethical and compliant conduct in all client interactions.
• Deliver high-quality client servicing and relationship management for existing clients.
• Assist with administrative duties related to client servicing and portfolio management.

HOURS:

• Monday to Friday: 08:00 – 17:00

Should you meet all the requirements, apply on our website at www.********.co.za today.
Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.