Client Relationship Specialist

Recruiter:

CodeConnect Staffing (Pty) Ltd

Job Ref:

3001906377

Date posted:

Thursday, December 4, 2025

Location:

Johannesburg, South Africa

SUMMARY:
-

POSITION INFO:

Job Specifics

Location: Johannesburg, Gauteng
Job Type: Permanent | Full Time
Requirement: Valid Driver's License

A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced financial adviser or relationship manager skilled in client engagement, investment products and compliance.

Key Responsibilities

Deliver professional, timeous service to all allocated clients.
Handle, track and follow up on leads within required timelines.
Maintain and submit daily team reconciliations and performance figures.
Conduct FAIS-compliant client reviews, including full needs analyses and recommendations.
Schedule and prepare appointments for wealth specialists.
Review deal packs and will applications for accuracy before submission.
Understand all investment products to support client queries and advice.
Ensure strict adherence to FSCA, FAIS and internal compliance requirements.
Achieve assigned deliverables and monthly FUM targets.

Skills and Competencies

Strong understanding of financial markets, investment instruments and economic fundamentals.
Knowledge of risk profiling and financial planning tools.
Ability to engage confidently with high-net-worth and ultra-high-net-worth clients.
Strong sales approach and relationship-building capability.
Tech-savvy and proficient in CRM platforms (e.g., XPlan).

Minimum Requirements

Recognised FSCA-approved tertiary qualification (with DOFA-based completion allowances where applicable).
RE5 exam passed or to be completed within regulatory timelines.
Licensed or eligible for licensing under the relevant FAIS sub-categories.
Completion of required Class of Business training.
2–5 years’ experience as a wealth/relationship manager working with high-net-worth clients.
Valid driver’s licence.

Preferred/Advantageous

Postgraduate Diploma in Financial Planning (PGDipFP).

Similar jobs you might be interested in:

Client Relationship Specialist
Location: Johannesburg
Salary:
46 days ago

Client Relationship Officer
Location: Johannesburg
Salary:
46 days ago

Senior Paraplanner
Location: Johannesburg
Salary:
41 days ago

SAP Senior Integration Consultant (Ab Initio)
Location: Johannesburg
Salary: Monthly
Psybergate is an IT company that builds bespoke software solutions and provides highly skilled resources to its clients.We are looking for a SAP Senior Integration Consultant (Ab Initio) to join our financial services client based in Sandton for a 12-months contract role.A skilled Ab Initio developer specialising in implementing data processing solutions. The role encompasses business and systems ...
4 days ago

Business Development Manager
Location: Johannesburg
Salary: 25000.00 Monthly
As a Public Sector Data Analytics specialist, our client has become a leading force in the public sector, building a solid reputation for delivering true value to clients. They are seeking a dynamic and results-driven Business Development Manager to lead and grow their public sector client portfolio. This is an exciting opportunity to identify new opportunities, build strong relationships with gov...
5 days ago

Business Development Manager
Location: Johannesburg
Salary: 25000.00 Monthly
As a Public Sector Data Analytics specialist, our client has become a leading force in the public sector, building a solid reputation for delivering true value to clients. They are seeking a dynamic and results-driven Business Development Manager to lead and grow their public sector client portfolio. This is an exciting opportunity to identify new opportunities, build strong relationships with gov...
5 days ago

Real Estate Property Experienced Handyman - Pellmeadow
Location: Bedfordview
Salary:
5 days ago

Relationship Manager: Special Division
Location: Johannesburg
Salary:
5 days ago

Recruitment Consultant
Location: Pretoria
Salary:
Recruitment ConsultantNetwork Recruitment | Where Hustle Meets High RewardIf you’re driven by results, motivated by growth, and energised by winning, this is your kind of role. Network Recruitment is expanding and looking for ambitious recruitment consultants who want more than just commission — they want a long-term career with real progression.As part of a respected JSE-listed group,...
7 days ago

Actuary Manager
Location: Johannesburg
Salary: Market Related
If you’re a commercially minded Actuary who thrives at the intersection of strategy, analytics, and relationship-building, this opportunity is your next big move. Join a dynamic organisation where your actuarial insight directly guides client solutions, pricing strategy, and sustainable growth.
7 days ago