Client Relationship Manager - Paarl

Vine Recruitment; Paarl; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Vine Recruitment in Paarl seeks an FX Relationship Manager to build and nurture client, banking partner and referral relationships. You will identify new clients, drive cross-selling and ensure service excellence across the client journey.

The ideal candidate has 3+ years in FX, strong regulatory knowledge, and fluency in English and Afrikaans. A hands-on, collaborative approach and ability to meet revenue targets are essential.

Qualifications

• At least 3 years' experience in the foreign exchange (FX) industry.
• RE5 and RE1 qualifications advantageous or required as applicable to the role.
• Fluency in English and Afrikaans.
• Strong understanding of SA financial services regulations and compliance requirements.
• Experience in client relationship management, client retention and business development.

Responsibilities

• Build and maintain strong client, banking partner and referral partner relationships.
• Develop strategies to improve client retention and overall experience.
• Identify new clients and cross-sell opportunities to meet revenue targets.
• Engage with banking partners to align requirements and negotiate agreements.
• Conduct regular client meetings and health checks to uncover opportunities.
• Streamline processes to improve service delivery and client journey.
• Maintain accurate client documentation and comply with SLAs and regulations.
• Monitor and report on client satisfaction, sales performance, and service delivery.
• Facilitate knowledge sharing and cross-team collaboration.

Skills

Relationship Building

Commercial Acumen

Negotiation

Communication

Analytical Thinking

Client Retention

Cross-selling

English & Afrikaans fluency

Education

RE5/RE1 Qualifications

Job description

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.