• 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:

• Bachelor’s 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

Should you meet the above requirements, please upload your CV to our website H&S Labour Brokers cc
Jnr Client Relationship Manager position available in Western Cape, Cape Town. This job position was posted by H&S Labour Brokers cc. The job has been posted as a char8000 ad on 2025-03-14 at 01:00:33 in the Finance Accounting category

Click Go Apply to apply online!

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