TRAFFIC Gauteng

Customer Relationship Consultant

Wesbank
South African Rand . ZAR 300,000 - 400,000

Job Description

Customer Relationship Consultant page is loaded Customer Relationship Consultantlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: March 20, 2026 (8 days left to apply)job requisition id: R47459# Job Description To provide and maintain excellent customer service delivery to meet customer needs by offering efficient transactional day to day solutions customer queries in line with Business Unit objectives Hello Future Customer Relationship Consultant - (Retirement Funding & Group Risk Solutions) Welcome to FNB, the home of the . We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Deliver high quality, high touch client relationship management and advice to corporate clients within the retirement fund and group risk benefits environment. This role ensures that benefit structures are optimally designed, compliant, well communicated, and aligned to the needs of employers and their members. You will be an ideal candidate if you have: Qualifications & Experience Matric and a recognised NQF Level 5 qualification (Regulatory Exam advantageous). Proven experience in retirement funding, employee benefits consulting, and group risk solutions. Minimum of 3-5 years' consulting experience Strong knowledge of industry products, regulatory requirements, and benefit consulting practices. You will have access to: Opportunities to network and collaborate. A challenging working environment Opportunities to innovate. Key Responsibilities Client Advisory & Benefit Design Provide FAIS compliant financial advice to corporate clients on retirement funds and group risk benefits. Design, review, and tailor benefit structures based on workforce demographics, employer budgets, and strategic objectives. Analyse existing benefit arrangements to identify gaps, inefficiencies, risks, or shortfalls, and propose improved solutions. Present recommendations and provide strategic guidance to employer decision makers, trustees, and HR executives on an ongoing basis.Client Engagement & Relationship Management Build and maintain strong, trust-based relationships with clients at both employer and member level. Manage ongoing client needs through high touch, proactive engagement, ensuring consistent service excellence. Conduct benefit reviews, induction sessions, member education engagements, and strategic planning sessions. Act as the primary point of contact, ensuring first-time resolution of queries and seamless service delivery.Communication & Member Support Provide input on member communication including benefit guides, presentations, and change management material. Translate complex benefits and legislative concepts into clear, easy-to-understand communication for members. Support digital adoption and guide members on tools and platforms enhancing member experience.Compliance, Governance & Reporting Ensure all advice, communication, and processes are aligned with FAIS, fund rules, and regulatory requirements. Maintain accurate administration, reporting, and documentation in line with internal governance standards. Identify and escalate potential risks, ensuring protection of both the client and the organisation. Additional Requirements: Apply now if you are interested in taking the next step. We look forward to engaging with you! All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. Job Details # Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 20/03/26All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .

Job Overview

Date Posted
13 Mar 2026
Salary
South African Rand . ZAR 300,000 - 400,000
Location
Gauteng, South Africa

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