Account Manager

Job Description

We are seeking an experienced Account Manager to foster and maintain strong relationships with our valued clients in Johannesburg. The ideal candidate will excel at understanding client needs, delivering exceptional service, and promoting our suite of financial products to drive business growth.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored advice.
• Coordinate with cross-functional teams to deliver solutions that meet client needs.
• Analyze client feedback to improve service offerings and client satisfaction.
• Prepare regular reports on client accounts and performance metrics.
• Attend industry events to network and generate leads.
• Ensure compliance with all regulations and company policies.

Requirements

Education

• Bachelor's degree in Finance, Marketing, or a related field
• A Master's degree is preferred

Experience

• 5 years of relevant experience in account management or business development

Technical Skills

• CRM Software
• Market Research

Soft Skills

• Teamwork
• Time Management

Certifications

• Salesforce Certified Administrator
• Lean Six Sigma Certification

Languages

• English: Fluent

Advantageous

• Proficiency in Financial Modelling: Ability to develop financial models to support client proposals.
• Bilingual in English and Afrikaans: Ability to communicate effectively in both English and Afrikaans.

Benefits

• Comprehensive health insurance options
• Annual leave and paid time off
• Employee wellness programs and initiatives
• Work-life balance initiatives

Company Culture

• Diversity and Inclusion: We embrace diversity and believe it strengthens our organization.
• Continuous Improvement: We are committed to learning and improving every day.
• Employee Empowerment: We empower our employees to take initiative and lead projects.