Client Liaison Officer - Financial Services Cape Town
Qualifications & Experience
Minimum matric, with a tertiary qualification advantageous.
Minimum RE5
certification and NQF level 5 qualification is essential to the role.
Applicable Class of Business certification in health
and medical aid products and its’ relevant disciplines as per the FSCA.
Valid CMS certificate.
Minimum 5 years’ applicable experience in the financial
services / wealth management industry.
Minimum 3 years’ experience with an in-depth knowledge
of employee benefits, including but not limited to medical aid products,
hospital plans, medical insurance, pension funds, group life plans and employee
benefits in general.
Previous career experience managing parastatal client
accounts would be highly advantageous.
Strong and proven experience in customer care, business
development, networking and prospecting and financial compliance with a
well-networked clientele.
Proven business success (new business) whilst working
in a target driven environment.
Proven and successful track record in key account
management whilst simultaneously managing a variety of clients.
Minimum matric, with a tertiary qualification advantageous.
Minimum RE5
certification and NQF level 5 qualification is essential to the role.
Applicable Class of Business certification in health
and medical aid products and its’ relevant disciplines as per the FSCA.
Valid CMS certificate.
Minimum 5 years’ applicable experience in the financial
services / wealth management industry.
Minimum 3 years’ experience with an in-depth knowledge
of employee benefits, including but not limited to medical aid products,
hospital plans, medical insurance, pension funds, group life plans and employee
benefits in general.
Previous career experience managing parastatal client
accounts would be highly advantageous.
Strong and proven experience in customer care, business
development, networking and prospecting and financial compliance with a
well-networked clientele.
Proven business success (new business) whilst working
in a target driven environment.
Proven and successful track record in key account management whilst simultaneously managing a variety of clients.
Other Requirements
Solid experience and logistical knowledge of Cape Town as business landscape.
Excellent interpersonal skills, well-presented and professional.
The ability to build multi-level business relations with various stakeholders.
The ability to manage and perform independently.
Tenacious and driven.
Fluent in English and Afrikaans: speak read and write. Fluency in Xhosa highly advantageous.
Fully competent in the MS Office program, with strong experience in report writing.
Trustworthy and ethical with a strong sense of accountability.
Valid driver’s license with own reliable transport.