The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.
The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas 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 CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business.
Key Areas
- Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
- Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
- Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company's set timelines.
- Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures.
- Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines.
- Full and proper use of the Company's CRM package.
- Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.
- Checking of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.
- Assistance in attending to any outstanding requirements to complete any deal.
- Understanding all Warwick's products in order to assist clients in terms of their queries.
- Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's and the FSB's guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly.
- A sound understanding and working knowledge of investment and fiduciary services in the marketplace.
- Rapid learning ability to understand and grasp the Warwick business model and the products and services offered within the Group.
- Awareness and cognizance of competitor activities and offerings.
- Computer literate and technologically savvy.
- Tertiary qualification (3-year degree) in a finance/commerce related field of study.
- 3-5 years' experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.
- Valid driver's license.
- 5+ years' experience in the industry.
- Postgraduate Diploma in Financial Planning or studying toward the qualification.
- Written and passed the Representative (RE5) exam
