Client Relations Manager

Gauteng - Rustenburg, North West, South Africa

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Skills and Qualifications:

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 etc)
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.

Key Responsibilities would be but not limited to:

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