Client Relations Specialist

Reference: JHB -AC-1
Leading Investment Management company with operations throughout South Africa and with international links, seeks a dynamic, well spoken and skilled Client Relations Specialist to liaise and engage with financial advisors.

Duties & Responsibilities

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience where you have dealt and engaged with Financial Advisors within an Asset Management / Investment Management / Wealth planning company. Post Grad in Financial planning is an advantage.
Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important.
 
Your duties will include: 

• Develop trusted relationships with clients and becoming an expert resource
• Provide expert initial and ongoing training on their custom IT system
• Provide comprehensive, structured input to specific pro...