Client Relations Specialist (Investment Management)

Recruiter:

Strategic Personnel

Job Ref:

JHB000860/AC

Date posted:

Tuesday, August 11, 2026

Location:

Johannesburg, South Africa

Salary:

440000 Annually

SUMMARY:
Leading Investment Management company seeks a dynamic 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 / advisors 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 late August 2026, please consider your application unsuccessful.

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