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  • Posted: Jun 21, 2017
    Deadline: Not specified
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    GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your most certain and greatest risk, retirement, is achieved safely, securely and comfortably whilst at the same time addressing the potential lifestyle interrupters that may affect your hard-earned retirement capital.
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    Financial Planner Assistant

     

    Job description

    GCI Wealth – Client Relationship Manager / Administrator - Florida

    An exciting New Role has emerged at GCI for a Client Relationship Manager to join our progressive Team.

    We are looking for a dynamic, driven and hardworking candidate to join our 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 two Wealth Managers and Manage the Office.

    Responsibilities include: Compliance support, Marketing support, Client liaison, Administration support, Office Management tasks, 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
    • At least 2 years experience in the Investment and Insurance industry
    • Mediacal Aid, Employee Benefits and Compliance Experience would be beneficial
    • Advanced Computer Literacy
    • Must have the ability to work independently with minimum supervision
    • Excellent verbal and written communication skills
    • Positive attitude and conscientious approach
    • High level of professionalism
    • Remuneration will be structured as follows:
    • A Salary Based on Experience
    • Employee Benefit Contributions
    • Commission
    • Excellent learning and progression opportunities.

    Method of Application

    To apply, please send a brief cover letter and CV to [email protected]

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