Client Relationship Specialist - Investment Management

Iress; Johannesburg; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Flexible work arrangements

Parental leave

Community initiatives

Job summary

Iress in Johannesburg is seeking a senior client relationship professional to manage strategic accounts across investment management, fund management and private wealth clients. You will build trusted relationships, deliver account plans and drive revenue growth through engagement and product adoption.

The role involves coordinating with cross-functional teams, guiding implementation, and using data/AI tools to enhance client outcomes. Travel to Cape Town is required.

Qualifications

• 5+ years’ experience in financial services with knowledge of investment management, fund management, private wealth or related environment.
• Experience building and managing relationships with professional clients and senior decision makers.
• Understanding of portfolio management processes, financial markets and wealth management technology.
• Experience with account planning, client retention, product adoption, commercial negotiations, forecasting or revenue growth.

Responsibilities

• Build and maintain trusted relationships with key client contacts, including portfolio managers, fund managers and private wealth professionals.
• Create and deliver account plans that support client retention, product adoption, revenue growth and agreed engagement targets.
• Understand client strategies, business challenges and priorities, then connect them with relevant Iress solutions and expertise.
• Lead value-led account reviews, commercial negotiations, revenue forecasting and opportunities for additional products or services.
• Support clients through product implementation, education and adoption of new functionality and releases.
• Identify and resolve client issues, coordinating with support and specialist teams and escalating complex matters when needed.
• Collaborate with Client Solutions, Product Support, Product, Finance, Business Development and Commercial Operations to deliver strong client outcomes.
• Use data and AI-enabled tools to automate routine work, augment analysis and improve engagement planning, while sharing client insight to improve products and processes.

Skills

Client relationships

Stakeholder management

Account planning

Commercial negotiations

Forecasting

Data analysis

Education

Bachelor’s degree in Commerce, Finance, Business Administration

Job description

See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things happen Iress is one of Australia’s largest technology companies and employs more than 1,100 people across Australia, The United Kingdom, Africa, Canada, New Zealand and Asia. We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers.

Build your career at Iress! You will build trusted relationships with investment management, fund management and private wealth clients, helping them get measurable value from Iress solutions. You will understand client priorities, support product adoption and translate industry insight into practical improvements across their workflows. You will also contribute to retention, account growth and revenue through structured account planning, value-led engagement and effective commercial execution. Success means clients understand the value of our platform, use it effectively and see Iress as a trusted partner in their business.

This role is based in Johannesburg and includes regular travel to Cape Town

What you will do

• Build and maintain trusted relationships with key client contacts, including portfolio managers, fund managers and private wealth professionals.
• Create and deliver account plans that support client retention, product adoption, revenue growth and agreed engagement targets.
• Understand client strategies, business challenges and priorities, then connect them with relevant Iress solutions and expertise.
• Lead value-led account reviews, commercial negotiations, revenue forecasting and opportunities for additional products or services.
• Support clients through product implementation, education and adoption of new functionality and releases.
• Identify and resolve client issues, coordinating with support and specialist teams and escalating complex matters when needed.
• Collaborate with Client Solutions, Product Support, Product, Finance, Business Development and Commercial Operations to deliver strong client outcomes.
• Use data and AI-enabled tools to automate routine work, augment analysis and improve engagement planning, while sharing client insight to improve products and processes.

What you will bring

Experience and Knowledge At least five years’ experience in financial services, with knowledge of investment management, fund management, private wealth or a related environment. Experience building and managing relationships with professional clients and senior decision makers. Understanding of portfolio management processes, financial markets and wealth management technology. Experience with account planning, client retention, product adoption, commercial negotiations, forecasting or revenue growth.

Qualifications and certifications

• Bachelor’s degree in Commerce, Finance, Business Administration or a related field.
• Professional certification such as CFA, CFP or an equivalent qualification is beneficial

Professional Skills

• Client relationship and stakeholder management, with a focus on trust, value and long-term outcomes.
• Strategic account planning and customer retention.
• Commercial negotiation, consultative selling and revenue growth.
• Problem-solving and value proposition development for complex client needs.
• Clear communication and effective collaboration across clients, prospects and internal teams.
• Product adoption, customer education and translating client feedback into practical improvements.

Behavioural capabilities

• Influence: builds trusted relationships and supports mutually beneficial outcomes.
• Communication: explains complex product and business matters clearly to different audiences.
• Problem-solving: investigates challenges and develops practical, customer-focused solutions.
• Planning: organises account activity, engagement plans and commercial milestones effectively.
• Decision-making: uses sound judgement in prioritisation, negotiation and escalation.
• Digital mindset: embraces digital and AI-enabled tools to improve productivity, insight and client outcomes.

Key Relationships

• Internal: Client Solutions, Product Support, Product, Finance, Business Development, Client Management Coordination and Commercial Operations.
• External: Clients, prospects, portfolio managers, fund managers, private wealth professionals and relevant industry contacts.

Why work for us?

At Iress, our purpose is opening the world to financial opportunity by connecting people to the markets, systems and infrastructure that support long-term economic wellbeing at scale. We connect deeply with clients to understand what really matters, solve problems together across teams and disciplines, and own and deliver the technology that sits behind critical financial decisions.

By simplifying the complex, we help professionals, institutions and the people they serve make confident financial choices and move their futures forward. We offer flexible ways of working and benefits that support people at every life stage. Our employee benefits are some of the best in the industry. It means we work smarter, happier, and healthier with long weekends, flexible ways of working, generous parental leave, opportunities to participate in our local community initiatives and a connected team culture.

Different perspectives, experiences and backgrounds make our teams stronger and our products better. Our people have different backgrounds, skills and beliefs and everyone’s uniqueness is valued and celebrated.

Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

Employment Type Employee Time Type Full time