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Finance - Insurance Jobs in South Africa

Client Relationship Officer

Job Information
LocationRecruitment Agency / Vacancy in South Africa, Gauteng
SalaryR130k – R100k
Job TypePermanent
EducationTertiary qualification, RE1/5
Experience3 years

Job Description

Hire Resolve is searching for a candidate to join a wealth management client of ours as client relationship officer. Minimum requirements include no less than 3 years client servicing experience in the financial services industry, a tertiary degree in a finance related field, written and passed RE5 examination and are currently on an FSP’s license as a representative giving advice and providing an intermediary service. Key areas and responsibilities include contacting allocated qualified leads and setting up and closing appointments with potential clients for the investment specialist; attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service; liaison with clients allocated to the investment specialist team as per the company’s set guidelines; making and confirming of appointments for the investment specialist as well and ensuring they have the correct paperwork for all set appointments and all reviews; checking of all deal packs, cover schedules and will applications submitted by investment specialists are completed correctly and in full then submitted to the regional administration manager for final checking; amongst others. The candidate should have a sound understanding and working knowledge of investment, short-term, fiduciary services and will products and services in the market place.

Suitable candidates can forward their comprehensive CV to or fax to 086 572 8877. You can also contact Monique on 021 551 8638.

Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

Hire Resolve offers a R1000 for any candidate that is referred and placed through Hire Resolve. Hire Resolve also offers a R1000 job spec fee for any referral that results in a placement through Hire Resolve. If your company is looking for any IT, Finance or Engineering staff, please email us at with the company name, a contact person and contact email or number of the person doing the hiring. We will keep the referral strictly confidential.

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