Client Relationship Manager

Sygnia Asset Management; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Sygnia Asset Management is seeking a Client Relationship Manager (CRM) to engage with clients and Independent Financial Advisers (IFAs). The ideal candidate will have at least 3 years of experience in client servicing within financial services and a BCom or equivalent degree.

The role requires strong organizational and interpersonal skills, advanced Excel skills, and a proactive approach to client relationship management, ensuring satisfaction and retention.

Qualifications

• At least 3 years’ experience in Client and IFA Servicing within investment/financial services.
• Experience in the Linked Investment Service Provider (LISP) environment is preferable.
• Strong problem-solving capability and client service skills.

Responsibilities

• Engage with clients and Independent Financial Advisers (IFAs) within SLA.
• Discuss and explain all products and services offered by Sygnia.
• Manage client interactions and feedback effectively.
• Build relationships to ensure client satisfaction.

Skills

Client servicing skills

Organizational skills

Excel skills

Interpersonal skills

Education

BCom or equivalent undergraduate degree/diploma

Job description

Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms.

We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM).

DUTIES AND DAILY RESPONSIBILITIES:

• Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face‑to‑face) within SLA and in accordance with Sygnia’s servicing standards.
• Discuss and explain all funds, products and services offered by Sygnia as well as all operational processes and requirements.
• Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents pertaining to FICA and FAIS.
• Own and manage every client/IFA interaction from start to end and provide feedback in the format requested by the client/IFA within SLA.
• Attend to and refer all escalated queries to the departments responsible, follow up on feedback and manage client/IFA expectations.
• Eliminate and de‑escalate any occurrences of client/IFA dissatisfaction.
• Ensure client/IFA satisfaction and retention through proactive and targeted servicing and relationship building efforts.
• Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients/IFAs.
• Maintain a good internal department relationship to ensure that you get the maximum support and collaboration.
• Partner with the relevant Business Development Executive (BDE) to ensure holistic and effective FSP support.
• Maintain a healthy team spirit by assisting peers where needed and proactively communicate.

ROLE QUALIFICATIONS AND EXPERIENCE:

• BCom or equivalent undergraduate degree/diploma is preferable.
• At least 3 years’ experience in Client and IFA Servicing within investment/financial services
• Experience in the Linked Investment Service Provider (LISP) environment administration is preferable.
• Advanced Excel skills

Experience in the following Financial Services industries is an advantage:

• LISP
• Collective Investment Schemes
• Retirement Funds
• Linked Life Companies (Just Life)
• Exchange Traded Funds (ETFs)

COMPETENCIES REQUIRED:

• Strong organisational skills – a passion for getting things done quickly and accurately.
• Excellent client service skills – must enjoy liaising with clients.
• Ability to prioritise and function positively under pressure.
• Ability to deal with complexity.
• Innovative with strong problem‑solving capability.
• Exceptional interpersonal skills.
• Self‑motivated and proactive.
• Strong conversational and writing aptitude.
• Ability to work both within a team and individually.
• Be a self‑starter and must be proactive in taking ownership for your own learning and career development.
• Be tactful, professional and maintain a positive personal brand.
• Ability to manage multiple projects while prioritising work assignments.