Client Relations Specialist

Roundpeg Talent; Johannesburg; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading asset management firm in Johannesburg seeks a Partner Relations Manager to enhance relationships with financial partners. The role includes managing onboarding processes and ensuring high-standard delivery of team objectives. Ideal candidates should have a Bachelor's Degree in Finance or Business and 2-3 years of experience in wealth management. Excellent communication and relationship management skills are essential.

Qualifications

• 2-3 years of proven experience in wealth management or financial services.
• Strong intellect with a high level of commercial awareness.
• Excellent attention to detail.

Responsibilities

• Cultivate and manage relationships with financial partners.
• Coordinate and project manage team deliverables.
• Oversee new partner onboarding and drive process improvements.

Skills

Relationship management

Communication skills

Organisational skills

Financial acumen

Computer skills

Education

Bachelor’s Degree in Finance, Business, or related field

Job description

Are you passionate about building and managing strategic partnerships? Do you specialise in providing tailored wealth management solutions to high-net-worth individuals and businesses? Are you ready to contribute to the success of clients and the organisation? If so, then this role is for you.

Our client is an Asset Management company and they are looking for a Partner Relations Manager. As a Partner Relations Specialist, you will play a key role in cultivating and managing relationships with their network of financial partners, including financial advisors, professionals, and other wealth management entities. Your primary objective will be to enhance these partnerships, driving mutual growth and ensuring that clients receive comprehensive and top-tier financial solutions.

As a trusted leader in the Partner Relations Team, you will be coordinating and project managing all team deliverables to ensure they are delivered to a high standard and within the deadlines. Taking responsibility for overseeing any new partner onboarding to ensure they understand the company’s proposition and are confident to use it with their partners as well as actively identify and drive improvements and efficiencies in partner support processes of the Partner Relations Team.

If your entrepreneurial spirit has been fired up, apply below.

Requirements

• Bachelor’s Degree in Finance, Business, or a related field
• 2-3 years of proven experience in wealth management, financial services, or a related industry
• Strong relationship management and communication skills
• Strong intellect with a high level of commercial and financial acumen
• Excellent computer skills (Word, Excel, PowerPoint, and general IT skills)
• Excellent organisational skills with a high level of attention to detail