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The Durban wealth management market
Durban's financial services market is concentrated across Umhlanga, Ridgeside and the wider metropolitan area. We recruit for insurers, brokerages, banks, advisory firms and related financial services businesses across KwaZulu-Natal. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.
About the client service leader role
Client service leaders run the teams that keep wealth clients supported between advice meetings. They own service standards, complaints and the day to day quality of the client experience.
Key responsibilities
- Lead client service, administration and onboarding teams
- Set service standards and monitor turnaround times
- Resolve escalated complaints and prevent repeats
- Improve processes and systems that touch the client
- Report service performance to management
Experience and background we look for
- Six or more years in financial services client service with team leadership
- Experience of onboarding, FICA and platform administration
- A record of improving a service measure that can be quantified
- RE5 where the team gives any form of advice
Core skills and competencies
- Service leadership
- Process improvement
- Complaint resolution
- Team development
- Systems knowledge
- Reporting
Regulatory and compliance context
Advice and discretionary management roles fall under FAIS, with additional obligations under POPIA and, for estates work, the Administration of Estates Act. We confirm RE5, CFP standing where claimed, licence categories and continuous professional development records before shortlisting.
How Morton Moore runs this search in Durban
We keep an exclusive client list, so on every accepted client service leader mandate a far wider part of the Durban wealth management market stays open to direct approach. We map the employers in the area, contact people who are not applying for jobs, test the detail behind each claim on a CV and present a short, honest list. Our fee is 12.5 percent and every placement carries a three month guarantee period.
Frequently asked questions
- Who are the top client service leadership recruiters in Durban?
- Morton Moore recruits client service leadership in Durban on a selective basis. We take on a limited number of clients in each sector so that we can approach the widest possible pool of wealth management professionals for every brief we accept.
- How long does it take to fill a client service leader role in Durban?
- Most searches at this level produce a shortlist within two to three weeks of a full brief. The final timeline depends on notice periods, which in Durban are usually one calendar month and sometimes longer for senior appointments.
- What does Morton Moore charge?
- Our agency fee is 12.5 percent of the annual package and every placement carries a three month guarantee period. There are no separate advertising or shortlisting charges.
- Do you recruit client service leadership outside Durban?
- Yes. We work from offices serving the Garden Route, Johannesburg, Cape Town and Durban, and we place client service leadership across South Africa. We also recruit into Insurance and Banking for clients who need cover beyond wealth management.
- Can candidates register with you directly?
- Yes. Candidates can view current opportunities and apply through our own site. Applications stay with Morton Moore and are never shared with a client without permission.
Hiring a client service leader in Durban?
We take on a limited number of clients so that the widest possible part of the market stays open for every mandate. Apply for a client partnership and we will tell you honestly whether we can act on the brief.