Client Relationship Officer at Warwick Wealth

About the job

• Warwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as 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 our Wealth Specialists.
• Furthermore, this role would require due care, skill and experience with regards to the submission of lump sum investment paperwork and mandates. They are also responsible for the servicing of all our existing private clients of Warwick that form part of the Wealth Specialist team that they work for. They provide first class service to all Warwick’s clients and as such increase the Company’s market share in the area of Assets 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 role requires a tertiary qualification as well as 5+ years of financial services experience, preferably in a client facing services role. Fully bi-lingual (English and Afrikaans) is preferred.
• A competitive remuneration package consisting of a basic and monthly performance bonus component will be offered to a success candidate.