Investment Relationship Manager

Placements24; Gqeberha; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Salary plus commission

Medical aid

Retirement fund

Job summary

Placements24 in Port Elizabeth is seeking an Investment Relationship Manager to build and maintain relationships with high-net-worth clients, delivering tailored investment strategies and financial plans.

You will advise on portfolios, monitor performance, and collaborate with planners to meet targets while ensuring regulatory compliance. A strong network and excellent client-service mindset are essential.

Qualifications

• Bachelor’s degree in Finance, Business Admin, Economics or related field.
• CFP/CFA certifications are a strong advantage.
• Minimum 5 years in wealth management, advisory or investment sales.
• Proven ability to build and maintain client relationships and service excellence.
• Deep knowledge of investment products, markets and portfolio management.
• Excellent communication, negotiation and presentation skills.
• Strong regulatory awareness and ability to work independently.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients.
• Understand objectives, risk tolerance and investment needs through consultations.
• Develop and present personalized investment strategies and plans.
• Monitor portfolios, provide performance updates and adjust as needed.
• Identify opportunities for client acquisition and business development.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with planners and product experts to deliver solutions.
• Stay informed on market trends and investment offerings.

Skills

Relationship management

Client acquisition

Investment knowledge

Communication skills

Negotiation

Presentation skills

Education

Bachelor's in Finance/Econ

CFP/CFA advantageous

Tools

CRM software

Financial planning tools

Job description

About the Role

Our client, a leading wealth management firm, is seeking a dynamic and client-focused Investment Relationship Manager to join their esteemed team in Port Elizabeth . This role is crucial for building and maintaining strong, long-term relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions. The ideal candidate will possess exceptional interpersonal skills, a deep understanding of investment products, and a proven track record in client acquisition and retention within the banking & finance sector. This is an exciting opportunity to contribute to the growth of our client's wealth management division in the Eastern Cape, based in Port Elizabeth . You will be instrumental in advising clients and managing their investment portfolios to achieve optimal outcomes.

Key Responsibilities

• Develop and manage a portfolio of high-net-worth clients, fostering strong relationships built on trust and expertise.
• Understand clients' financial objectives, risk tolerance, and investment needs through thorough consultations.
• Develop and present personalized investment strategies and financial plans.
• Monitor client portfolios, provide regular performance updates, and recommend adjustments as market conditions evolve.
• Proactively identify opportunities for client acquisition and business development within the designated market.
• Ensure compliance with all regulatory requirements and internal policies related to client management and investment advisory.
• Collaborate with internal specialists, such as financial planners and product experts, to deliver comprehensive client solutions.
• Stay informed about market trends, economic developments, and investment product offerings.
• Achieve and exceed individual and team sales and service targets.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are a significant advantage.
• Minimum of 5 years of experience in wealth management, financial advisory, or investment sales, with a strong network of potential clients.
• Proven ability to build and maintain strong client relationships and deliver exceptional client service.
• In-depth knowledge of investment products, financial markets, and portfolio management principles.
• Excellent communication, negotiation, and presentation skills.
• Strong understanding of financial planning concepts and regulatory requirements.
• Proven track record of meeting or exceeding sales and revenue targets.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in CRM software and financial planning tools.

Benefits

• Our client offers an attractive salary plus commission structure, comprehensive medical aid, retirement fund participation, and significant opportunities for career advancement.
• Training and support will be provided to ensure your continued success.
• This position is based in Port Elizabeth , offering a dynamic work environment within a reputable financial institution.