The role of this position is to service all existing clients They will build a trusting relationship with the clients,understanding them and meeting their needs with the products and services on offer.
Client Relationship Specialist will conduct client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible.
Desired Experience & Qualification
- At least 10 years of experience in financial services with emphasis and exposure to investments, with experience in sales and client servicing, conducting full needs analysis, financial planning, and estates planning.
- Valid driver’s license.
- FSCA Rep or CFP would be advantageous.
- Representative (RE5) exam
- Must have been a Representative on an FSP(s) license and has completed the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.
Please send your complete applications to : 70 Hunt Road, Glenwood, 4001, South Africa