Account Manager

SPECIFICATION

As the Account Manager, you will manage the VIP clients and be responsible for developing long-term relationships.  You and your team will work to satisfy client needs and requests, respond to their queries in a timely manner and aspire to deliver a positive client experience. You should have excellent communication and time management skills. You must be client-service oriented. Ultimately, you should be able to grow our business by maintaining and supporting of successful long-term client relationships, as well as handling sales queries.

Responsibilities

• Front-line support, including email and telephone queries
• Being the point of contact for the client, at all times
• Developing positive relationships with clients
• Managing a portfolio of accounts with varying needs
• Translating client needs into actionable steps
• Assessing and anticipating client needs, in a proactive manner
• Resolve conflicts and provide solutions to clients in a timely manner
• Suggest actions to improve company performance and identify opportunities for growth

Qualifications

• Relevant Bachelors degree/qualification (Qualifications in Sales, Marketing, Business Administration or relevant field)
• Proven work experience as an Account Manager in the financial services/wealth management/investment industry
• Hands on experience in sales and support
• Excellent communication skills 
• Business acumen with a problem-solving attitude
• Knowledge of MS Office – expert
• Legislation Compliance (FICA / FAIS / TCF / COI/POPI)
• Understanding the 6-step Financial Planning Process
• Economic & Financial Markets
• Financial Industry & Services knowledge and experience