Rustenburg: Client Relationship Manager posted by People Dimension

January 15, 2026 Jobs in North West

People Dimension

North West

Other Finance/Accounting

Job Description

About the Role

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.

Key Responsibilities

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
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.

Requirements

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.

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Salary & Benefits

Salary: R 15 000 – R 25 000 CTC pm. Benefits include Competitive salary, Medical Aid Contribution, Group Cover, Retirement Contribution, Opportunities for professional development and A supportive and collaborative work environment.

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How to Apply

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About Other Finance/Accounting Jobs in North West

In North West, South Africa, the finance and accounting sector is generally a thriving industry, with various sectors employing professionals in this field. Typically, job seekers in this region can expect to find opportunities across different industries, including financial services, technology, manufacturing, and construction. However, it’s essential to note that the job market trends may vary depending on factors like economic conditions, company performance, and regional demand.

When it comes to salaries, it’s common for finance and accounting professionals in North West to expect broad salary ranges, often between R600 000 to R1 200 000 per annum, depending on their level of experience, the size of the company, and the industry sector they work in. However, please note that these figures are only a general guideline and can vary significantly, and actual salaries may be higher or lower, influenced by various factors such as qualifications, performance, and location.

Common skills for finance and accounting roles in North West include proficiency in financial management software, analytical and problem-solving skills, attention to detail, excellent communication skills, and the ability to interpret and present financial data. Typically, professionals in this field also possess a strong understanding of accounting principles, tax laws, and regulatory requirements. In addition, many employers place a high value on relevant certifications, such as the Chartered Accountant (SA) or Certified Financial Manager (CFM) designations.

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The finance and accounting sector is often employed in various industries, including financial services, technology, manufacturing, construction, and agriculture. These sectors typically require professionals to manage financial planning, budgeting, forecasting, and reporting, as well as provide strategic advice on financial matters.

For career development, finance and accounting professionals in North West can expect opportunities for growth and advancement within the industry. Typically, this includes moving into senior roles, such as financial controller or director of finance, or transitioning into related fields like management consulting or investment analysis. With experience and further education, professionals in this field can also develop expertise in specialized areas, such as forensic accounting, risk management, or sustainability reporting.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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