Client Relations Specialist (Investment Management)

Recruiter:

Strategic Personnel

Job Ref:

JHB000778/AC

Date posted:

Friday, August 29, 2025

Location:

Durban, South Africa

Salary:

380000 Annually

SUMMARY:
Highly successful investment management company with operations locally and internationally seeks a dynamic Client Relations specialist to engage with clients and financial advisors. Relevant client relations experience within Investment management / Asset management / Unit trust management is essential.

POSITION INFO:
Highly successful, international investment management company seeks a dynamic Client Relations specialist with relevant client relations experience in Investment management / Asset management / Unit Trust management

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset management / Investment firm / Financial planning environment. Post Grad in Financial planning is an advantage.

Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are 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 September 2025, please consider your application unsuccessful.

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