Client Relationship Officers (CRO) are Client Relationship Managers who are client centric, motivated, driven and detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for their Wealth Specialist. Furthermore, this role would require due care, skill and experience with regards to the submission of lump sum investment paperwork and mandates.

CROs are also responsible for the servicing of all our existing private clients that form part of the Wealth Specialist team that they work for. They provide first class service to all Company clients and as such increase the Company’s market share in the area of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.

The Right Person
To be successful as a Client Relationship Officer you will require the following:

•3-5 years’ experience and track record in a private wealth environment interacting with high net wealth clients and prospective clients. This will i include setting up appointments, diary management, client queries and interactions and client liaison.
•Recognised tertiary qualification(s).
•Strong sales, interpersonal and business development skills and acumen.
•Strong knowledge and working experience with lump sum investment paperwork and mandates and the new business submission requirements thereof.
•Needs to be a team player with the ability to function independently as well as taking instructions from their Team Leader.

The Right Company

The Company supports and backs all of its staff to be successful, with a long-term growth plan, much like our investment philosophy, which is centred around the following components:

Culture – We provide a high-performance yet supportive work environment that aims to provide staff with an engaging and challenging work experience. The essence of this culture is embodied in always putting our clients first.

Growth – We are constantly looking to grow our business and client base. We are always looking for the right people to join us on this journey.

Resources – We provide all required resources to Client Relationship Officers consisting of infrastructure, IT equipment, support and new business administration staff as well as a regional administration support, all paid for by the Company

Remuneration

We provide the following to our Client Relationship Officers:

•R15 000 basic salary.
•R10 000 monthly bonus, based on the achievement of client care and team performance metrics.
•10% of the upfront fees earned from signed client investment business.
•2% of executorship fees from client estates that team serviced.