Client Relationship Specialist
|Location||Recruitment Agency / Vacancy in South Africa. Durban|
|Salary||R190k – R150k|
|Experience||5 - 10|
Hire Resolve is searching for a client relationship specialist to join a wealth management client of ours. The minimum requirements for this opportunity include a tertiary qualification in finance or related filed, completed RE5, and currently on an FSP licence as a representative giving advice and providing an intermediary service. Qualifications that would act as an advantage include certified financial planner or equivalent financial planning qualification. Key areas and responsibilities will include attending existing client queries and request timeously and professionally thereby offering the highest levels of service; maintenance, reconciliation and submission of the investment specialist team’s daily recon template and daily figures; ensure that the company is always compliant with regards to the regulations of the FSB and the FAIS Act, thereby ensuring all new business administration is completely compliant as per the company’s and the FSB’s guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly; conducting client reviews for the investment specialist team in a FAIS compliant manger, conducting a full review taking into account a full needs analysis and any changes in the client circumstances; amongst others. The candidate should also have sound knowledge and working knowledge of investment, short-term, fiduciary services and will products in the marketplace.
Suitable candidates can forward their comprehensive CV to firstname.lastname@example.org 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 email@example.com 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.
or email us: finance.jobs(at)hireresolve.co.za