Client Relations Specialist (Investment Management)

Recruiter

Strategic Personnel

Job Ref

JHB000856/AC

Date posted

Wednesday, July 15, 2026

Location

Johannesburg, South Africa

Salary

430000 Annually

SUMMARY

Exciting opportunity to join leading Investment Management company with operations both in South Africa and internationally. They seek a dynamic, well spoken and skilled Client Relations Specialist to liaise and engage with financial advisors.

POSITION INFO

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (dealing with and engaging with Financial Advisors) within an Asset Management / Investment Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important. Your duties will include: Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company. Develop trusted relationships with clients and becoming an expert resource Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients' concerns Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required) Provide expert initial and ongoing training on their custom IT system Manage and leverage internal resources to meet deliverables Proactively cultivate relations and be prepared to engage socially where beneficial Strategic and creative thinking to suggest improvements to productivity, service quality and processes Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry. Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by the end of July 2026, please consider your application unsuccessful.