Client Relationship Consultant: NICHE at Sanlam Group

What will you do?

• Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?
Job purpose 

• To assist High Net Worth intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key outcomes

The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche

• Develop trust relationships with a portfolio of intermediaries, Sales and Client Services teams
• Handling client service requests through;
• Continuously liaising with High Net Worth intermediaries regarding progress or any requirements on pending transactions,  
• Technical understanding of internal processes and relevant legislation
• Suggest ways of improving client service by reporting on trends
• Prompt handling and analysing of problems / complaints 
• Decision making after important information has been gathered and analysed
• Digital guidance and support
• Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
• This should include the development of a SMART action plan
• Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
• Must be able to manage workflow and meet contracted deadlines
• Ability to enhance efficiencies to improve ease of doing business with Glacier
• Ability to self-manage by delivering quality service and maintaining service levels

Qualifications and experience

• Matric / Grade 12
• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client relationship experience within the financial services industry 
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity, and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist