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.

Similar jobs you might be interested in:

Client Relations Specialist (Investment Management)
Location: Johannesburg
Salary: 430000 Annually
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.
1 day ago

Automotive Battery Specialist - HR Administrator - Gauteng, Eastern Suburbs
Location: Johannesburg
Salary:
Remuneration: R25 000 to R30 000 CTC Incl. of Medical aid and Provident fund Purpose Of The Job: Our client an Automotive Battery specialist who supply and provide aftermarket support for leading global brands, require a HR Administrator who will provide administrative and operational support to the Human Resources Department, ensuring efficient HR processes, accurate employee records, c...
8 days ago

ServiceNow ITSM Practitioner Implementer
Location: Centurion
Salary: Monthly
About the role:The ServiceNow ITSM Practitioner Implementer will play a critical role in configuring, customising, and implementing ServiceNow ITSM and CMDB solutions to support to the company’s internal IT service management processes and operational workflows. This role is focused specifically on the ITSM and CMDB modules within ServiceNow. Responsibilities:ITSM implementation and con...
13 days ago

ServiceNow ITSM Practitioner Implementer
Location: Centurion
Salary: Annually
The ServiceNow ITSM Practitioner Implementer will play a critical role in configuring, customising, and implementing ServiceNow ITSM and CMDB solutions to support to the company’s internal IT service management processes and operational workflows. This role is focused specifically on the ITSM and CMDB modules within ServiceNow.
14 days ago

Labour Law Associate - Westcliff, Johannesburg - R30 000 - R40 000 CTC
Location: Johannesburg
Salary: market related
The purpose of this role is to manage a broad range of contentious and advisory employment law matters.
48 days ago

Operations Manager: Customer Service Department
Location: Johannesburg
Salary: Market-related
Manage national customer experience and cargo operations for an air cargo specialist. Johannesburg, Aviation and Logistics Industry, 8-5, R 32 500.00 Ctc Provident Fund, Medical Insurance.
49 days ago

Senior Labour Support Specialist
Location: Johannesburg
Salary:
83 days ago

Wealth Adviser | Sandton
Location: Woodmead, Gauteng
Salary: Market Related
Wealth Adviser | Sandton
Today

Senior Project Manager Johannesburg
Location: Johannesburg
Salary:
Senior Project Manager JohannesburgJob PurposeThe Senior Project Manager will be responsible for leading and managing large-scale fire sprinkler and fire protection projects from inception through to completion. The successful candidate will oversee project planning, execution, budgeting, client relations, resource allocation, and compliance to ensure projects are completed safely, on time, w...
Today

Dialogue, Outreach and Advocacy Officer
Location: Johannesburg
Salary:
Our client in Johannesburg is currently looking to appoint for Dialogue,Outreach and Advocacy Officer on a 05 years contract.Qualifications and Previous work experienceBachelor's degree in Communication Science, Public relations, Marketing, Journalism, Corporate Communication, or a closely related field, Auditing or Accounting with a communication, stakeholder engagement or outreach focus.Three to...
Today

Client Relations Specialist (Investment Management)

Similar jobs you might be interested in:

Jobseekers

Recruiter

General