Introduction

A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction, and driving business growth.

Duties & Responsibilities

Client Engagement:

Develop and maintain long-term relationships with clients. Arrange regular meetings with clients to review their financial plans and goals. Address client inquiries and resolve issues promptly. Maintain consistent and ongoing client communication. Attend client meetings

Preparation & Maintenance of Client Files: ...