Jnr Client Relationship Manager
Posted on 2025-03-13
| Salary | Annually |
|---|---|
| Category | Accounting Finance |
| Location | Cape Town Region / Cape Town City Centre |
Job Summary
Responsibilities:
Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies. Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients. Intermediary Role: Providing feedback to, and ongoing communications with the operations team and the Senior Client Relationship Manager to ensure smooth operations. Requirements : Bachelors degree in finance, economics, law, or a related field. CFA, CFP, or other relevant certifications are a plus. Industry Expertise: 3 years in insurance, private banking, wealth management, or investment banking, with an understanding of international financial markets and investment strategies. Relationship-Driven: Strong interpersonal skills with the ability to build and maintain long-term broker relationships and effectively liaise with internal and external stakeholders
Jnr Client Relationship Manager position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-03-13 in the Accounting Finance category
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