Rustenburg: Client Relationship Manager posted by People Dimension

September 21, 2025 Jobs in North West

Rustenburg: Client Relationship Manager posted by People Dimension

Posted on 2025-09-21 00:00:00

Employer	People Dimension
Category	Other Finance/Accounting
Location	North West / Rustenburg

Job Summary

Introduction

A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction, and driving business growth.

Duties & Responsibilities

Client Engagement:

Develop and maintain long-term relationships with clients.
Arrange regular meetings with clients to review their financial plans and goals.
Address client inquiries and resolve issues promptly.
Maintain consistent and ongoing client communication.
Attend client meetings

Preparation & Maintenance of Client Files:

Ensure completeness of client file/data gathering.
Confirm risk profile is determined and updated.
Check all compliance paperwork is present.
Prepare and coordinate review documentation including financial planning and portfolio reviews.
Review investment portfolios, asset allocation, risk profiles, etc.
Identify areas for planning and carry out technical calculations.
Prepare information/comparisons for analysis by Financial Planners.
Liaise with clients’ legal and tax advisers (if applicable).
Produce clear, technically accurate, compliant, and concise Financial Plans
Maintain and update client records and profiles on a continuous basis.

Implementation of Recommendations:

Make changes to clients’ investments as instructed.
Ensure agreed action points are actioned.
Liaise with the administration team to process recommendations.

Client Onboarding:

Manage the onboarding process for new clients, ensuring a smooth transition.
Gather and verify client information and documentation.
Set up client accounts and ensure all necessary paperwork is completed.

Client Retention:

Monitor client satisfaction and proactively address any concerns.
Implement strategies to retain clients and enhance their loyalty.

Compliance and Documentation:

Ensure all client interactions and transactions comply with regulatory requirements.
Maintain accurate and up-to-date client records and documentation.
Prepare reports and documentation for internal and external audits.
Adhere to all company processes and policies.

View Job Midrand: Senior Finance Manager - Midrand - Mining - CA(SA) posted by Hire Resolve

Desired Experience & Qualification

Skills and Qualifications:

At least 5 years of experience working as a Client Relationship Manager
At least 3 years of experience working within a financial planning environment
Proficient in Microsoft Word, Excel, and electronic diary management
Advanced Excel skills
Excellent technical knowledge of Financial Services Products
Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap and Astute)
Highly organized, methodical, analytical, and disciplined.
Excellent communicator (both verbal and written).
Ability to assimilate technical information into an understandable format for clients.
Shows initiative and takes personal responsibility for completing tasks.
Able to work within defined business processes.
Able to work under pressure.
Excellent attention to detail.
Able to achieve agreed outcomes without supervision.
Able to prioritize and plan own workload.

Package & Remuneration

Salary:

R 15 000 – R 25 000 CTC pm.

Benefits:

Competitive salary
Medical Aid Contribution
Group Cover
Retirement Contribution
Opportunities for professional development
A supportive and collaborative work environment

Interested?

Please forward your CV to *****@*****.co.za

Click Go Apply to apply online!

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