Junior Client Relationship Manager ( Private Wealth Planning), Cape Town

Recruiter:

Ideal Candidates

Job Ref:

AB35

Date posted:

Monday, March 3, 2025

Location:

CapeTown, South Africa

Salary:

Market Related

SUMMARY:
Junior Client Relationship Manager ( Private Wealth Planning), Cape Town

POSITION INFO:

About:

A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, the client works closely with a well-established 3^rd party broker network to deliver customized insurance solutions.

Overview

Seeking a highly motivated, proactive and articulate individual to join a growing team. As part of the intermediary team between the broker network and the operations team, the Junior Client Relationship Manager will support the Senior Client Relationship Manager in the ongoing interaction with brokers while retaining, renewing and building relationships.

Qualifications & Skills

Industry Expertise: 3+ years in insurance, private banking, wealth management, or investment banking, with an understanding of international financial markets and investment strategies.
Relationship-Driven: Strong interpersonal skills with the ability to build and maintain long-term broker relationships and effectively liaise with internal and external stakeholders.
Education: Bachelor’s degree in finance, economics, law, or a related field. CFA, CFP, or other relevant certifications are a plus.

Key Responsibilities

Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market our policies.
Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.
Intermediary Role: Providing feedback to, and ongoing communications with the operations team and the Partner Services Manager to ensure smooth operations.

Compensation & Benefits: Commensurate with the position and level of experience of the successful candidate

Similar jobs you might be interested in:

Junior Client Relationship Manager ( Private Wealth Planning), Cape Town
Location: Capetown
Salary: Market Related
junior client relationship manager ( private wealth planning), cape town
1 day ago

Client Relationship Manager ( Private Wealth Planning)
Location: Capetown
Salary: Market Related
client relationship manager ( private wealth planning)
6 days ago

Junior Relationship Manager
Location: Cape Town
Salary:
junior relationship managercape townR15 000 - R20 000ctc + Vehicle allowance + Cellphone + LaptopOur client in the Service Industry is looking for a junior relationship manager to join their dynamic team in cape town!
15 days ago

Healthcare Administrator
Location: Stellenbosch, Western Cape
Salary: R240 000 Per Annum
Exciting Opportunity for a Healthcare Administrator: Support client Care & Benefits Management Excellence!
27 days ago

Junior Sales Representative
Location: Cape Town
Salary: 9 000.00 Monthly
junior Sales Representative Wanted!STELLENBOSCH!Are you passionate about sports, fitness, and sales?Ready to kickstart your career with an iconic running shoe brand?Our client, a dynamic and well-established name in sports apparel, is looking for a junior Sales Representative to join their team in Stellenbosch!This role requires an enthusiastic go-getter who has some experience in retail, loves fi...
Today

Junior Investment Analyst
Location: Cape Town
Salary: 20000 Monthly
Our client, a high-quality Asset Management company, is seeking a highly motivated and analytical junior Investment Analyst to join their dynamic investment team. The successful candidate will play a crucial role in supporting the investment process by conducting in-depth research and analysis across local and offshore markets.
1 day ago

Snr Revit Designers
Location: Capetown
Salary: Neg
Snr Revit Designers
1 day ago

Senior Manager/ AD Introductory
Location: Cape Town
Salary:
Senior manager
2 days ago

Senior Drafting Technician
Location: Cape Town
Salary:
One of the leading multi-disciplinary engineering firms in Africa, the Middle East and Asia needs the full-time services of a Senior Drafting Technician to join their team in cape town. This renowned Engineering Consulting Company can address all build environment engineering consultancy needs by providing services in the Electrical, Mechanical, ICT infrastructure and ELV fields.
4 days ago

Junior Software Developer (Cape Town)
Location: Cape Town
Salary:
"Don't Have a Cow, Man, Code with Python!"Do you have what it takes to team up with Ratchet, Clank, and the galaxy’s brightest developers to build solutions that save the day? Our client is searching for a junior Software & Systems Developer to join their mission of creating high-performance systems and innovative software solutions. Grab your wrench—or in this case, your Pyth...
4 days ago

Junior Client Relationship Manager ( Private Wealth Planning), Cape Town

Similar jobs you might be interested in:

Jobseekers

Recruiter

General