Senior Client Specialist

Recruiter:

HR Genie

Job Ref:

Fed34

Date posted:

Thursday, December 4, 2025

Location:

Sandton, South Africa

Salary:

Market Related

SUMMARY:
Senior Client Specialist

POSITION INFO:

About the Role:

We’re looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence.

This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight serving as a senior influencer in the client value chain.

What You’ll Do includes but limited to:

Provide specialist product and technical support to BCs on complex client cases and bespoke solutions
Manage high-level client escalations requiring deep investment and product knowledge
Interpret product rules, fund performance, and market trends to guide internal teams
Design and deliver advanced product and capability training for distribution teams
Drive continuous improvement of processes, knowledge tools, and service workflows

What You’ll Bring:

Qualifications and Experience

Bachelor’s Degree
Investment or finance-related qualification preferred
Minimum 4 years in Investment Advisory or Wealth/Asset-Management client services

Skills and Attributes

Strong knowledge of investment products and regulatory frameworks
High-level accuracy, analytical ability, and problem-solving skills
Professional client interaction and confident handling of escalations

Competencies:

Maintains professional, high-quality service in high-pressure situations
Takes ownership, works accurately, and maintains strong compliance discipline

Why Join Us:

You’ll be part of an organisation that genuinely puts people first our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference.

Here your work matters, your ideas are heard, and your contribution helps shape a service that truly supports people in their time of need.

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