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

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Job Description

A recent professional profile photo is to accompany your application 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) 35 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 drivers license Candidates must meet all Fit and Proper requirements, allowing them to be added to the companys 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.statusstaffing.com 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.
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Johannesburg: Client Relationship Specialist (Parraplanner) posted by Status Staffing

Advertisement



Job Description

A recent professional profile photo is to accompany your application
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
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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.



GO APPLY NOW

Safe & secure application process

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Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg, Gauteng


Job Seeker Tip

Keep track of all your job applications in a spreadsheet, including company names and application dates.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

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