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.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Application Specialist (Salary - Market Related)
Location: Johannesburg
Salary: Market-related
Attaining specified market area sales goals, maintaining, current business accounts and developing new business in an assigned territory through the development, training, and resource utilisation of internal and external supporting staff.
1 day ago

Programme Manager
Location: Pretoria
Salary: 0000
The Partner-A-District (PAD) Programme operationalises the Bank’s municipal strategy, focusing on transforming the M2/M3 municipal segment through an integrated, programmatic, and partnership-driven approach.
2 days ago

Medical Officer - (Doctor - Wits RHI)
Location: Hillbrow
Salary: Annually
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
2 days ago

Branch Manager Robindale
Location: Randburg
Salary:
Our client, based in Randburg, Gauteng, is seeking a dynamic and experienced Branch Manager to join their team. The successful candidate will be responsible for overseeing branch operations, leading a team, and maintaining strong client relationships while ensuring excellent service delivery. Applicants should have 2–3 years’ relevant experience, previous management experience, strong ...
Today

Site Manager - Ford - Pretoria
Location: Pretoria
Salary:
2x Internal Vacancies exists for Shift Managers for FORD in the Guarding Division based in Pretoria.
Today

Resort Promotions & Events Manager - Mahikeng
Location: Johannesburg
Salary:
Today

HR Officer
Location: Johannesburg
Salary: Market Related
URGENT ROLE
2 days ago

GROUP HUMAN RESOURCES MANAGER
Location: Pretoria
Salary: Market related
Responsible for the entire human resources function of the Group.
6 days ago

BUSINESS DEVELOPMENT CONSULTANT - CONSTRUCTION & DESIGN (JOHANNESBURG)
Location: Johannesburg
Salary:
We are seeking a dynamic and professional Business Development Consultant to drive growth within the projects environment. This role focuses on building strong relationships within the design and construction industry, identifying new opportunities, and increasing market presence. The ideal candidate is well-presented, sales-driven, and confident in engaging with architects, developers, and key de...
8 days ago

HR PRACTITIONER
Location: Pretoria
Salary: Market related
To implement and administer general HR systems and processes.
9 days ago