Job Description
Job Specifics
- Location: Johannesburg, Gauteng
- Job Type: Permanent | Full Time
- Requirement: Valid Driver’s License
Overview
An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth specialists, managing leads, and ensuring compliance in all administrative processes.
Key Responsibilities
- Engage with allocated qualified leads, booking and closing appointments for wealth specialists.
- Respond to client queries promptly and professionally, delivering best-in-class service.
- Track and manage all leads to ensure follow-ups occur within prescribed timelines.
- Maintain and submit daily reconciliations and figures for the team.
- Prepare and organise documentation for client appointments and reviews.
- Check deal packs, cover schedules, and will applications for accuracy before submission.
- Assist in clearing outstanding requirements to finalise new business.
- Use the CRM system effectively for all client and lead activity.
- Maintain strong product knowledge to support client questions.
- Ensure all activities comply with FAIS and FSCA requirements.
Skills and Competencies
- Strong understanding of investment and fiduciary services.
- Fast learner with the ability to understand financial products and internal processes.
- Tech-savvy and proficient in CRM systems.
- Awareness of competitor offerings.
Minimum Requirements
- 3-year tertiary qualification in finance/commerce.
- 35 years experience in financial services, including investments and sales exposure.
- Experience in needs analysis and financial/estate planning.
- Valid drivers licence.
Preferred
- Postgraduate Diploma in Financial Planning (completed or in progress).
- RE5 exam passed.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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