Our well-established client in the Wealth Management Industry is looking for a CRM to manage the administrative activities of teams based in Johannesburg (Randburg area) and Cape Town (Newlands area).
Previous experience in a financial planning environment will be a strong advantage in this client engagement role. This role involves dealing with wealth management documentation, dealing with service providers and working in partnership with financial advisors to offer a high level of customer service and build customer relationships.
Minimum Requirement:
- Matric
- Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent or working towards)
- A minimum of 5 years’ experience
- Experience in X-Plan or financial planning software
- Own car and license
To apply, please send your CV to mandy@dixierecruitment.co.za