A leading client of ours is seeking an experienced and professional Client Relationship Specialist to join their team based in Melrose North, Johannesburg. The ideal candidate will have 5 - 10 years' experience in private client wealth or relationship management, with a strong background in servicing high-net-worth and ultra-high-net-worth clients, including investment advisory, financial and estate planning. Applicants must hold a relevant FSCA-approved qualification, RE5 certification, and a valid FSP license (Category 1), with a PGDFP considered advantageous. Strong communication skills in both English and Afrikaans, along with solid technical proficiency and a valid driver's license, are essential for success in this role.
REQUIREMENTS:
- 5 - 10 years' experience as a Private Client Wealth or Relationship Manager.
- Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
- Grade 12 (Matric).
- Recognized FSCA-approved tertiary qualification.
- Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
- RE5 certification (required).
- Valid Financial Services Provider (FSP) license, including Category 1.
- Proficient in Microsoft Office.
- Computer literate and technologically savvy.
- Valid driver's license.
- Fluent in verbal and written English and Afrikaans.
- Financial Markets Knowledge: Strong understanding of financial markets and instruments, including equities, fixed income, bonds, listed property, cash instruments, and local and offshore investment schemes.
- Economic Awareness: Good understanding of local and global economic fundamentals.
- Client Needs Analysis: Knowledge of risk profiling tools and approaches to meet diverse client financial objectives.
- Business Acumen: Ability to quickly understand the company's business model, products, and services.
- Market Awareness: Awareness of competitor activities and offerings.
- Sales and Relationship Management: Strong interpersonal and sales skills, with the ability to engage and build relationships with high-net-worth and ultra-high-net-worth clients.
- Technical Skills: Computer literate and technologically proficient.
- Service existing clients within an allocated Wealth Specialist's team, delivering a high standard of client care.
- Build and maintain strong, trust-based relationships with private wealth clients.
- Understand client needs and provide appropriate product and service solutions.
- Conduct client reviews to assess current portfolios, identify needs, and make recommendations.
- Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team.
- Client Service: Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery.
- Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow-up in line with company guidelines.
- Reconciliation and Reporting: Maintain, reconcile, and submit daily reconciliation templates and team figures accurately.
- Client Liaison: Engage with all allocated clients in accordance with company standards and guidelines.
- CRM Management: Ensure full and effective utilization of the company's CRM system (XPlan).
- Appointment Coordination: Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared.
- Administrative Accuracy: Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager.
- Deal Support: Assist in resolving outstanding requirements to ensure successful deal completion.
- Product Knowledge: Maintain a thorough understanding of all company product offerings.
- Compliance: Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client-focused manner.
- Client Reviews: Conduct comprehensive, FAIS-compliant client reviews, including full needs analysis and consideration of changes in client circumstances.
- Target Achievement: Meet performance targets and deliverables as set by the company.
- Monday to Friday: 08:00 - 17:00