Client Relations Specialist (Investment Management)

Recruiter:

Strategic Personnel

Job Ref:

JHB000824/AC

Date posted:

Wednesday, March 4, 2026

Location:

Johannesburg, South Africa

Salary:

420000 Annually

SUMMARY:
Leading Investment Management company seeks a dynamic, outgoing Client Relations Specialist to liaise and engage with financial advisors and clients.

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:

Develop trusted relationships with clients and becoming an expert resource
Provide expert initial and ongoing training on their custom IT system
Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
Manage and leverage internal resources to meet deliverables
Proactively cultivate relations and be prepared to engage socially where beneficial
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)
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 mid March 2026, please consider your application unsuccessful.

Similar jobs you might be interested in:

Client Relations Specialist (Investment Management)
Location: Johannesburg
Salary: 420000 Annually
Leading investment management company seeks a dynamic, outgoing client relations specialist to liaise and engage with financial advisors and clients.
Today

Medical Officer (Medical Doctor - Locum - Wits RHI)
Location: Hillbrow
Salary: Monthly
Background:The Wits Reproductive Health and HIV Institute (Wits RHI) is a renowned African-led research institute that seeks solutions to Africa’s health challengesIt is located within the University of the Witwatersrand and addresses some of the greatest public health concerns affecting our region, including HIV and its related problems, sexual and reproductive health, and vaccinology
1 day ago

Relationship Manager (Mpumalanga)
Location: Johannesburg
Salary: 000
The relationship Manager is responsible for fostering single-client ownership throughout the entire client lifecycle. The relationship Banker is responsible for the end-to-end client relationship management, and client Experience management.
2 days ago

Future Client Liaison / Sales Pipeline
Location: East Rand
Salary:
SydSen Recruit is seeking ambitious graduates to join a Workplace Experience Programme designed to develop future client-facing professionals.Successful candidates will be placed within a leading Fleet management and Vehicle Leasing contact centre, gaining exposure to customer engagement, business communication, and commercial operations.
14 days ago

Sales Representative
Location: Johannesburg
Salary: 0
Sales Representative (Key Accounts & Packaging Solutions) | Mpact Corrugated Gauteng
51 days ago

Personal Assistant to Managing Director - Spartan
Location: Johannesburg
Salary: R25 000 to R30 000 per month (Benefits: 100% Medical Aid, Prov Fund only once appointed permanently)
Contract position with a view to go Permanent - looking for a Dynamic Candidate who can coordinate key functions to join their team in the Spartan, Kempton Park area.
Today

Chief Financial Officer - Executive Level
Location: Johannesburg
Salary:
Today

People Partner
Location: Bedfordview
Salary:
Today

General Works Manager - Chloorkop (Gauteng)
Location: Johannesburg
Salary: Annually
About the PositionOur client is seeking a strong individual to lead, co-ordinate and control the activities and operations of the factory to achieve the planned output at acceptable levels of costs and quality in accordance with company policy and compliance to safety standards. The Works Manager’s provides effective leadership to site management team, manages site employee relationships and...
Today

NOC Manager
Location: Johannesburg
Salary:
A vacancy exists for an NOC Manager (Vodacom) in the Critical Infrastructure Division at Centurion
Today

Client Relations Specialist (Investment Management)

Similar jobs you might be interested in:

Jobseekers

Recruiter

General