Assistant to Financial Planners at GCI Wealth

Job description

An exciting New Role has emerged at our new Pretoria offices for a Client Relationship Manager. We are looking for a dynamic, driven and hardworking candidate to join our progressive team.

Job description

This is a very exciting opportunity available for a Client Relationship Manager with relevant industry experience.

Essential - at least two years experience in a similar role. We are looking for someone organised with outstanding client service skills to assist our Wealth Managers and Manage the Office.

Responsibilities include:

Compliance support; Marketing support; Client liaison; Administration; Office Management; Follow up on meetings with clients; Building lasting relationships with our clients.

Desired Skills and Experience

• Essential - at least two years experience in a similar role.
• Matric and ideally some tertiary Qualification (not essential)
• Bilingual - English and Afrikaans
• Interest in the Investment and Insurance industry
• Advanced Computer Literacy
• Must have the ability to work independently with minimum supervision
• Excellent verbal and written communication skills
• Positive attitude
• High level of professionalism
• Remuneration will be structured as follows:
• A Salary Based on Experience
• Employee Benefit Contributions
• Commission
• Excellent learning and progression opportunities.

*All applicants must live in Pretoria or surrounding areas.