Client Relationship Manager

Develop and maintain long-term relationships with clients Arrange and attend regular meetings to review financial plans and goals Manage client onboarding and ensure smooth transitions Prepare and maintain client files, ensuring compliance and accuracy Implement recommendations, liaise with admin teams, and process changes to client portfolios Monitor client satisfaction and proactively address concerns Ensure adherence to all regulatory and compliance requirements Skills & Experience: Minimum 5 years experience as a Client Relationship Manager At least 3 years experience in a financial planning environment Excellent knowledge of financial services products and financial planning tools (e.g. Xplan, Assetmap) Proficient in Microsoft Word, Excel (advanced skills required), and electronic diary management Strong communication skills and attention to detail Highly organized, analytical, and able to work independently within defined processes Qualification: Minimum 5 years experience as a Client Relationship Manager. At least 3 years experience in a financial planning environment. Matric & any tertiary qualification Contact HAYLEY MULDER on

Location: Rustenburg, ZA

Posted Date: 7/2/2025