Client Relationship Manager – Ballito or Mount Edgecombe

Headhunters
Durban
ZAR 200 000 - 300 000
Job description

Client Relationship Manager – Ballito or Mount Edgecombe

Reference: PE002923

Location: KwaZulu Natal, Durban

Salary Interval: Monthly

Package: None-negotiable

Description: Our client in the Financial Services industry based in Ballito or Mount Edgecombe, Kwazulu-Natal is currently looking to employ a Client Relationship Manager for Personal Share Portfolios.

Requirements:

  • Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint.
  • Familiar with Xplan, DMA, Marble, and OPUS is an advantage.
  • Experience in the financial services industry preferred.
  • Relevant tertiary education or courses completed.
  • Knowledge of FAIS and FICA legislation.
  • Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
  • High-energy, customer-centric, and relationship-oriented.
  • Methodical, accurate, and meticulous attention to detail.
  • Strong organizational skills, with the ability to prioritize, plan, and manage projects.
  • Strong in analytical, math, and research skills, with problem-solving abilities adaptable to client needs.

Responsibilities and expectations but not limited to:

Portfolio Management Administration:

  • Responds promptly to Portfolio Manager(s) client instructions
  • Coordinates with Advisor offices and core administration teams
  • Completes mandates and client onboarding with central operations
  • Applies product and process knowledge to finalize client instructions and queries
  • Builds effective communication with Advisor offices and central operations
  • Supports Portfolio Manager(s) with client reviews

Client Services:

  • Implementation of the client services experience, as defined by the Head of Operations.
  • Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.).
  • Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s).
  • Adhere to the culture and principles of Treating Customer Fairly.

Operational Support (administrative support):

  • Capture and prepare client records, uploading documents to xPlan and ensuring data integrity.
  • Maintain and update client data on xPlan, confirming compliance paperwork and risk profiles.
  • Prepare client briefs for Portfolio Managers’ appointments, identifying client needs and coordinating with central operations as needed.
  • Schedule reviews and prepare all required documents (profiles, meeting notes, valuations, mandates, marketing materials) per client engagement terms.
  • Prepare and distribute client welcome packs.
  • Coordinate case-specific inquiries with internal/external product and service providers.
  • Ensure record keeping complies with business rules and legislative requirements.

Marketing Support:

  • Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
  • Assisting Portfolio Managers at client events when relevant.
  • Act as a second point of contact for clients thus strengthening client relationships.

Office Management:

  • Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
  • Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team.
  • Support Portfolio Manager in effective client diary management and meeting preparation.
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