Client Relationship Manager - Financial Advisory

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,800,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive compensation with bonuses

Professional development opportunities

Health insurance and wellness benefits

Job summary

Placements24 seeks a Client Relationship Manager in Sandton to manage high-net-worth client portfolios, delivering tailored financial advice and proactive relationship care.

You will collaborate with investment specialists, review portfolios, and drive growth through upselling advisory services while maintaining regulatory compliance in a hybrid work setting.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or CFA certifications are highly desirable.
• 5+ years in client relationship management or wealth advisory.
• Strong understanding of financial markets and investment products.
• Excellent communication and presentation skills.
• Hybrid work model in Sandton, requiring office and client meetings.

Responsibilities

• Manage a portfolio of high-net-worth clients as their trusted advisor.
• Assess client goals, risk tolerance, and investments to tailor advice.
• Meet with clients regularly to review portfolios and market updates.
• Identify upsell opportunities for advisory services.
• Collaborate with investment specialists and support staff.
• Maintain accurate client records and ensure regulatory compliance.
• Stay updated on financial markets and planning regulations.

Skills

Client relationship management

Wealth management

Financial advisory

Interpersonal skills

Communication

Presentations

Education

Bachelor's degree in Finance, Economics, Business

CFP certification

CFA certification

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious financial advisory firm, is seeking a dedicated and client-focused Client Relationship Manager to join their esteemed team in Sandton, Gauteng, ZA . This role is paramount in fostering and strengthening long-term relationships with the firm's high-net-worth clientele. You will serve as a primary point of contact, ensuring clients receive exceptional service, personalized financial guidance, and tailored solutions that meet their evolving needs. The ideal candidate possesses strong interpersonal skills, a deep understanding of financial markets, and a commitment to delivering outstanding client experiences. This hybrid position allows for effective collaboration within the office and flexibility for client interactions. You will play a vital role in client retention, satisfaction, and identifying opportunities for wealth growth and advisory services.

Key Responsibilities

• Manage and cultivate a portfolio of high-net-worth client relationships, acting as their trusted financial advisor.
• Understand clients' financial goals, risk tolerance, and investment objectives to provide personalized advice and solutions.
• Proactively engage with clients through meetings, calls, and correspondence to discuss portfolio performance and market updates.
• Identify opportunities for upselling and cross-selling of financial products and advisory services.
• Ensure all client inquiries and requests are handled promptly, professionally, and efficiently.
• Collaborate with internal investment specialists, planners, and support staff to deliver comprehensive financial solutions.
• Prepare and present regular client portfolio reviews and financial planning updates.
• Maintain client records accurately and ensure compliance with all regulatory requirements.
• Continuously enhance knowledge of financial markets, investment strategies, and relevant regulations.

Requirements

• Minimum of 5 years of experience in client relationship management, financial advisory, wealth management, or a related field.
• Proven track record of successfully managing and growing client portfolios.
• Excellent understanding of financial markets, investment products, and financial planning principles.
• Exceptional interpersonal, communication, and presentation skills.
• Strong ability to build rapport and trust with high-net-worth individuals.
• Relevant financial certifications (e.g., CFP, CFA) are highly desirable.
• Ability to work effectively in a hybrid model, balancing office-based responsibilities with client-facing activities in Sandton, Gauteng, ZA .
• Proficiency in financial planning software and CRM systems.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• Competitive salary with performance-based bonuses and client acquisition incentives.
• Hybrid work arrangement promoting work-life balance.
• Comprehensive health, dental, and vision insurance coverage.
• Generous paid time off and company holidays.
• Opportunities for professional development, continuing education, and advanced certifications.
• Access to cutting-edge financial tools and research platforms.
• A professional and supportive work environment with a strong team culture.
• Potential for career advancement within a leading financial advisory firm.