Client Relationship Manager (CRM)

Prescient; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading investment firm is seeking a Client Engagement & CRM Manager in Cape Town to enhance client relationships and ensure exceptional client experiences. The role involves managing the end-to-end client engagement workflow, owning the CRM system, and collaborating closely with various teams. Ideal candidates should have 4-6 years in investment management or stockbroking, strong MS Office skills, and a client-centric approach. This position plays a crucial role in supporting business development and high-quality client presentations.

Qualifications

• 4-6 years experience in investment management or stockbroking environment.
• Experience with institutional client service and business development support.
• Advanced skills in PowerPoint, Excel, and Word.

Responsibilities

• Own the client engagement workflow across the organization.
• Act as the CRM product owner and define standards.
• Support business development and client presentations.

Skills

Client-centric mindset

Advanced MS Office skills

Communication skills

Organizational skills

Detail-oriented

Education

Relevant Qualification (ND/Degree in Administration, Finance, Commerce)

Tools

CRM systems

Job description

Job Location : Cape Town, Western Cape, South Africa Application Deadline : February 28, 2026

Purpose of role

• At Prescient Securities, our clients are central to everything we do. The CRM is responsible for translating this value into a consistently exceptional client experience, where professionalism, excellence and genuine care are evident at every interaction.
• This role exists to ensure that client engagement goes beyond efficient service delivery to true client delight. Client relationships are managed with intent, discipline and attention to detail, while maintaining a strong focus on understanding client needs, anticipating expectations and building trusted, long-term partnerships. Every interaction, opportunity and follow-up is actively managed and progressed through a structured CRM framework to ensure consistency, accountability and quality.
• By owning and governing how the CRM is used across the business, this role ensures it operates as a living system that supports meaningful client engagement, informed decision-making and commercial effectiveness. Working closely with the CEO, Business Development, Corporate Access and Marketing teams, the Client Engagement & CRM Manager plays a central role in ensuring that clients feel genuinely valued, well supported and confident in their relationship with Prescient Securities.

Duties and responsibilities

Client Engagement & Coverage Ownership

• Own the end-to-end client engagement workflow across Prescient Securities.
• Ensure every client has:
• A clear internal owner.
• Defined coverage objectives.
• A structured engagement cadence.
• Proactively identify dormant, under‑engaged or at‑risk clients and drive re‑engagement actions.
• Act as the central coordination point between clients and internal teams to ensure consistent, high‑quality service delivery.
• Serve as escalation and resolution point for client service issues where appropriate.

CRM Ownership & Discipline

• Act as the CRM product owner for Prescient Securities.
• Define and enforce CRM standards, workflows, pipelines and mandatory data fields.
• Ensure all client interactions, meetings, opportunities and follow‑ups are captured accurately and timeously.
• Drive CRM adoption and discipline across the teams, including senior stakeholders.
• Train, coach and support users to ensure the CRM is used as a decision‑making and execution tool.
• Continuously refine CRM structure to improve visibility of:
• Client coverage.
• Opportunities.
• Corporate access demand.
• Follow‑ups and outcomes.

Opportunity & Pipeline Management

• Ensure all commercial opportunities are logged, tracked and progressed in the CRM.
• Monitor stalled or inactive opportunities and actively drive internal action.
• Prepare regular pipeline, coverage and opportunity reviews for management.
• Ensure post‑meeting and post‑event follow‑ups are executed and recorded.
• Support the business in maximising conversion, retention and cross‑sell opportunities through disciplined follow‑through.

Corporate Access & Event Effectiveness

• Own CRM‑driven client targeting for all corporate access events.
• Work closely with Angela and the Corporate Access team to ensure:
• The right clients are invited.
• Invitations are aligned to client interests, mandates and engagement history.
• Track attendance, engagement, feedback and post‑event outcomes in the CRM.
• Ensure structured follow‑up after all events to maximise relationship and commercial value.

Business Development & Client Presentation Support

• Support preparation of high‑quality client presentations and proposals.
• Enhance presentation quality in line with branding and messaging guidelines.
• Maintain and manage a central library of presentation and proposal templates.
• Coordinate local and international client meetings as required.
• Facilitate logistics related to meetings and engagements, including venues, materials and catering.

Executive Support (Client‑Focused)

• Provide targeted support to the CEO on client engagement, relationship management and commercial initiatives.
• Assist in filtering and prioritising client‑related communication and actions.
• Act as a trusted point of coordination in the CEO’s absence on client‑related matters.

Collaboration, Improvement & Learning

• Collaborate closely across teams to improve client processes and systems.
• Proactively identify gaps, inefficiencies and improvement opportunities in client management.
• Continuously build understanding of markets, products and client needs.
• Where appropriate, complete industry exams and deepen technical knowledge to enhance effectiveness.

Required experience

• At least 4‑6 years’ experience in investment management / stockbroking environment in a related role where you have gained exposure to institutional client service, client engagement and business development support.
• Advanced skills in MS Office, particularly PowerPoint, Excel and Word will be advantageous.
• Experience in working with a CRM system required.

Required Qualifications

• Relevant Qualification (ND / Degree in Administration, Finance, Commerce) required.

Key competencies

• Highly client‑centric with a strong service mindset.
• Commercially minded and outcome driven.
• Highly organised with strong prioritisation skills.
• Comfortable driving accountability and behavioural change.
• Strong communicator, written and verbal.
• Detail‑oriented with a high standard of execution.
• Self‑driven, resilient and proactive.