Client Relations Specialist (Investment Management)

Strategic Personnel; Johannesburg; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading investment management company in Johannesburg is looking for a dynamic Client Relations specialist. The successful candidate will need a BCom (Honours) in Investment Management and at least 3 years of relevant client relations experience. Responsibilities include developing trusted relationships with clients, providing expert training on the IT system, and managing client support. Excellent communication skills and an outgoing personality are essential for this role, which offers an opportunity to engage with clients and financial advisors.

Qualifications

• Minimum 3 years client relations experience in an Asset Management or Investment firm.
• Strong academic background and proven work success.

Responsibilities

• Develop trusted relationships with clients and act as an expert resource.
• Provide training on the custom IT system.
• Manage internal resources to meet deliverables.
• Support clients via phone, email, and face-to-face meetings.

Skills

Client relations experience

Excellent communication skills

Outgoing personality

Strategic thinking

Education

BCom (Honours) in Investment Management

Post Grad in Financial Planning

Job description

SUMMARY

Career Opportunity For 2026!

Highly successful investment management company with operations locally and internationally seeks a dynamic Client Relations specialist to engage with clients and financial advisors. Relevant client relations experience within Investment management / Asset Management / Unit trust management is essential.

POSITION INFO

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.

Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are 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 January 2026,

Equal Opportunity Employer – all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, disability or any other legally protected characteristic.