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PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.Responsibilities: Strategic client management: Produce and implement strategic annual plans per client Produce and implement communication strategies per client Develop and maintain strategic relationships with clients at both senior and administrative levels Develop and maintain strategic relationships with client wellness committees Ensure compliance with client service level agreements Produce and implement annual year-end plans per client Manage the query process per client Identify cross-sell opportunities among existing clients Identify new business opportunities Develop and maintain relationships between PSG and providers Operations client management: Ensure that the operational requirements for each client are met (e.g. on-site visits, inductions, payroll workshops) Manage the daily operational services provided by PSG to the client Produce and implement a monthly communication per client Manage the year-end operational process Staff and office management: Supervise staff and HR related issues including, but not limited to, timekeeping and leave control Identify and implement plans for staff training and development needs Manage Health and Safety requirements Ensure optimal utilisation of staff resources Minimum Requirements: Minimum NQF5 in Wealth Management Completed RE5 qualification 10 years relevant work experience with an excellent understanding of insurance and medical industry 3 years management experience Excellent knowledge of relevant legislations Computer literacy (MS Office - advanced MS Excel and PowerPoint) Overnight travel is a requirement
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