Client Relationship Specialist

SUMMARY:
Umhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the Wealth Management industry with local and international clients.  The role requires dealings with existing clients.

POSITION INFO:

• Attend to all existing client queries and requests
• Handle, maintain, and track of all leads received by the Wealth Specialist
• Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures
• Liaison with all clients allocated to the Wealth Specialist team
• Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
• Checking of all deal packs and will applications to ensure that they are completed correctly and in full
• Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstances
• Achievement of targets

• 2-5 years’ experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high net wealth investment advisory and planning, financial planning , and estates planning
• Recognised FSCA tertiary qualification
• Completed or studying towards a Postgraduate Diploma in Financial Planning (PGDFP) would be an advantage
• Written and passed Representative (RE5) Exam and currently on an FSP's license as a Representative giving advice and providing an intermediary service
• Licensed for the following subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20., 1.4., 1.5., 1.8., 1.9., 1.10., 1.11., 1.12., 1.14., 1.17., 1.18.
• Class of Business training completed as per Company and FSCA requirements
• Valid driver’s license