Client Relationship Manager, Personal Finance

Description

This role is responsible for the development of distribution strategy in order to meet sales targets within the Retail Affluent segment. The incumbent will be responsible for leading Relationship Officers to offer quality financial advice to customers whiles achieving revenue results for periods up to one year.

Responsibilities

Manages sales & expense budget for a sales team against set targets. Responsible for distribution strategy of products within a sales channel. Accountable for local marketing. Identifies & creates coordinated sales opportunities. Responsible for external networking & relationship building with key door openers. Ensures delivery of customer value. Manages, develops, appoints & trains Relationship Officers

Sales/Productivity:

Manages sales & expense budget for a sales team against set targets. Identifies & creates coordinated sales opportunities.

Compliance:

Ensures compliance to process & procedures to minimize business risk. Ensures delivery of customer value.

Team Effectiveness:

Individually accountable for staff time, tasks and output quality, for periods up to one year. Balances own priorities with directing and motivating others. Plans & assigns work over periods of up to 1 year. Guides and directs staff to achieve operational excellence standards. Creates a climate for optimal performance.

Manages performance.

Selects potential staff to sustain customer/client service delivery.

Marketing:

Responsible for distribution strategy of products for the Retail Affluent segment. Accountable for local marketing. Relationship Building: Responsible for external networking & relationship building with key door openers.

Skills

Backlog Management, Change Management, Commercial Acumen, Employee Compensation and Benefits, Executing Plans, Multitasking, Oral Communications, Organizational Design, Policies & Procedures, Remote Workforce, Sales Coordination, Sales Software, Servant Leadership, Teamwork

Competencies

Being ResilientBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityDirects WorkDrives ResultsEnsures Accountability

Education

Bachelors Degree (B)

Closing Date

14 December 2025 , 23:59