Client Relationship Manager

Vine Recruitment; Paarl; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A financial services group operating in the foreign exchange sector, based in the Winelands area, seeks a dynamic Client Relationship Manager to drive client satisfaction, retention, relationship management and revenue growth. The role blends client relationships, regulatory compliance, and business development.

You will build strong relationships with clients and banking partners, identify opportunities to grow the business, and ensure an exceptional client experience across the customer

Qualifications

• Minimum 3 years in FX or foreign exchange sector.
• RE5/RE1 qualifications advantageous or required.
• Fluency in English and Afrikaans.
• Strong understanding of SA financial services regulations and compliance.

Responsibilities

• Build and maintain relationships with clients, banking partners and referral partners.
• Develop strategies to improve client satisfaction and retention.
• Identify new clients and sales opportunities to grow revenue across group entities.
• Engage with banking partners and negotiate agreements
• Conduct regular client meetings and health checks to identify needs and opportunities.
• Identify process improvements to enhance the client journey and service delivery.
• Maintain client-related documentation and ensure compliance with SLAs and regulatory requirements.
• Monitor and report on client satisfaction, retention and sales performance.
• Share knowledge across teams to align with client expectations and partner processes.

Skills

FX industry experience

RE5/RE1 qualifications

English/Afrikaans bilingual

Regulatory compliance knowledge

Relationship management

Business development / revenue targets

Client journey mapping

Education

RE5/RE1 qualifications

Financial services qualifications

Tools

CRM systems

MS Excel

Job description

Client Relationship Manager job vacancy in Paarl.

Our client, a financial services group operating in the foreign exchange sector based in the Winelands area, is seeking a dynamic and commercially minded Client Relationship Manager / Client Experience Manager to drive client satisfaction, retention, relationship management and revenue growth.

This role combines client relationship management, operational improvement, regulatory compliance and business development. The successful candidate will build strong relationships with clients and banking partners, identify opportunities to grow the business, and ensure an exceptional client experience throughout the customer journey.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with clients, banking partners and referral partners, ensuring effective communication and service delivery.
• Client Retention & Experience: Develop and implement strategies to improve client satisfaction, strengthen relationships and enhance client retention.
• Business Development & Revenue Growth: Identify and acquire new clients, generate referral opportunities, achieve sales targets and drive cross-selling opportunities across group entities.
• Banking Partner Engagement: Manage relationships with banking partners, understand their operational requirements and negotiate agreements that support business objectives.
• Client Engagement: Conduct regular client meetings and relationship health checks to identify needs, address challenges and uncover opportunities for additional business.
• Operational Excellence: Identify opportunities to streamline processes, improve service delivery and enhance the overall client journey.
• Compliance & Documentation: Maintain accurate client-related process documentation and ensure adherence to internal policies, regulatory requirements, service-level agreements (SLAs) and banking partner requirements.
• Reporting & Analysis: Monitor client satisfaction, retention, sales performance and service delivery, providing regular reports on progress, opportunities and challenges.
• Training & Collaboration: Facilitate knowledge sharing and training across internal teams to ensure alignment with client expectations and banking partner processes.

Minimum Requirements:

• At least 3 years' experience in the foreign exchange (FX) industry.
• Relevant industry qualifications, with RE5 and RE1 advantageous or required as applicable to the role.
• Fluency in both English and Afrikaans.
• Strong understanding of South African financial services regulations and compliance requirements.
• Experience in client relationship management, client retention and business development.
• Proven ability to identify sales opportunities, grow client portfolios and work towards revenue targets.
• Experience engaging with banking partners, negotiating agreements and managing service-level expectations.

Skills & Competencies:

• Excellent relationship-building and stakeholder management skills.
• Strong commercial acumen and a customer-centric mindset.
• Effective negotiation, communication and influencing skills.
• Strong numerical, analytical and problem-solving abilities.
• Good understanding of client journey mapping and retention strategies.
• Ability to identify cross-selling opportunities and drive business growth.
• Strong organisational skills and attention to detail.
• Computer literacy and the ability to prepare and interpret performance reports.
• High emotional intelligence, adaptability and the ability to manage expectations effectively.
• A proactive, accountable and collaborative approach, underpinned by integrity and a commitment to service excellence.

The Ideal Candidate:

You are a relationship-driven professional with a strong understanding of the FX industry and a passion for delivering exceptional client experiences. You combine a hands-on approach to client service with the commercial drive to acquire new business, strengthen existing relationships and contribute to sustainable revenue growth.