Menu Close

Rustenburg: Client Relationship Manager posted by People Dimension

Advertisement



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

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.

Qualifications

No formal education or certifications mentioned in the original job description.

View Job  Wadeville: Electrical Engineer - Cape Town posted by Staffing-Jet

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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.

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.

View Job  Modimolle: Insurance Advisor (Underwriter) posted by Hire Resolve

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.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



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


Job Seeker Tip

Before the interview, research the company thoroughly and prepare thoughtful questions to ask.

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.

View Job  Pretoria: Sales Manager, Financial Services posted by Deka Minas (Pty) Ltd

Latest Job Opportunities

Johannesburg North: Assistant Financial Manager posted by Network Finance

Jobs in Central Johannesburg April 22, 2026
Accounting Management Finance Network Finance

In high-growth environments, finance leaders don’t just report numbers - they build structure, influence operations, and drive performance. A fast-growing...

View Job

Gauteng: Portfolio Accountant posted by Six Sense Consulting

Jobs in Gauteng April 22, 2026
Accounting Other Finance Six Sense Consulting

Qualifications:Bachelor of Commerce honours in AccountingExperience:Reporting and analysis experience especially in Financial instruments/ Investments...

View Job

South Africa: Office Administrative Assistant posted by Greys Recruitment

Jobs in South Africa April 22, 2026
Client Services Greys Recruitment Sales Support

We are seeking a highly organized and proactive Office Administrative Assistant to support daily office operations. The ideal candidate will…

View Job

Gauteng: Chef posted by Global Network Recruitment

Jobs in Gauteng April 22, 2026
Global Network Recruitment Hospitality Management tourism

About the RoleWe are looking for a skilled Chef to join our client’s team. As a Chef, you will be…

View Job

Centurion: Regional Sales Manager posted by The Recruitment Pig

Jobs in Centurion April 22, 2026
Marketing Other Sales The Recruitment Pig

The CompanyThe company provides biometric scanners and identity software. They supply secure digital identification platforms to the market. They serve...

View Job

Klerksdorp: Sales Rep posted by Hire Resolve

Jobs in Klerksdorp April 22, 2026
Hire Resolve Marketing Other Sales

Are you a results-driven sales professional with deep roots in the food and hospitality sector? A major player in the…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in North West, Jobs in North West Province, Jobs in Rustenburg, Jobs in South Africa

More Jobs in Your Area