Client Relationship Manager
Location
Rustenburg, North West
Job Type
Full Time
Category
Business Operations Specialists
Posted
June 06, 2026
Introduction
A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction, and driving business growth.
Duties & Responsibilities
Client Engagement:
- Develop and maintain long-term relationships with clients.
- Arrange regular meetings with clients to review their financial plans and goals.<...