Client Relationship Manager – Johannesburg and Cape Town

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

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

By applying, you confirm that:

  • We may retain your personal information in our database for future matching of suitable opportunities
  • We may contact you when suitable opportunities arise
  • The information you have provided to us is true, correct and up to date

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