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:
Today

Client Relationship Specialist (Parraplanner)
Location: Johannesburg
Salary:
We are currently seeking a client relationship specialist (Paraplanner) for our esteemed client, based in Melrose North, Johannesburg. The ideal candidate will have 3–5 years of experience as a Private client Wealth / relationship Manager, specifically with high and ultra-high net worth clients. You should possess a recognized FSCA tertiary qualification, have passed the RE5 Exam, and be reg...
6 days ago

Client Relationship Specialist | Johannesburg
Location: Johannesburg
Salary: Market Related
client relationship specialist | Johannesburg
76 days ago

Client Relationship Officer
Location: Johannesburg
Salary:
Today

Financial Client Relationship Officer (Administrative Assistant)
Location: Johannesburg
Salary:
We are currently recruiting for a Financial client relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning, and estate planning. A strong unde...
6 days ago

Broker
Location: Johannesburg
Salary:
Our client is a reputable Financial Services provider offering innovative solutions across insurance, investments, and risk management. This is an exciting opportunity to work in a high-performance environment that rewards initiative and results.
1 day ago

Senior Reporting Consultant
Location: Johannesburg
Salary: R900 000
A well-established consultancy, based in Fourways, Johannesburg North, is seeking a Senior Reporting Consultant to join their dynamic finance team. This role is suited to a highly capable finance professional who enjoys working with large clients across multiple industries and thrives in a fast-paced, client-facing environment.
4 days ago

Recruitment Consultant
Location: Pretoria
Salary:
Recruitment ConsultantTurn Ambition Into Achievement at Network RecruitmentReady to build a career where high performance is rewarded, growth is intentional, and your impact is tangible? Network Recruitment — a trusted leader in specialist recruitment and part of a respected JSE-listed group — is looking for driven consultants who want to take their careers to the next level.Who We Are...
6 days ago

Legal Administrator (24 Months Fixed term Contract)
Location: Pretoria
Salary:
JOB PURPOSE:To provide legal administrative support to the Jobs Fund.MINIMUM REQUIREMENTS:Bachelor’s degree (NQF 7) in Paralegal studies or related fields / LLB Degree (NQF level 8).At least 3 – 5 years’ experience in a legal firm or legal environment.
7 days ago

Sales Executive: Waterproofing & Industrial Coatings
Location: Pretoria
Salary:
8 days ago