Investment Specialist – Client Growth (CFP Advantage)

Antal International Network; Johannesburg; On-site; Confidential; Full time

Job summary

A leading financial service organization in South Africa seeks a Client Relationship Manager. The role involves client visits and virtual interactions, managing client accounts, and growing business relationships. Candidates should have a relevant tertiary qualification, preferably with 6-8 years of experience in the asset management or related industries. A CFP designation and strong presentation skills are advantageous.

Qualifications

• Minimum 6-8 years of work experience in asset management, insurance, or related markets.
• Ability to service Afrikaans speaking clients.
• Passion for investments and sales-oriented mindset.

Responsibilities

• Client visits and virtual interactions, including presentations.
• Preparation of regular communication and performance reports.
• Growing assets from existing clients and identifying new business opportunities.

Skills

Strong presentation skills

Ability to build and manage business relationships

Networking effectively

Education

Commerce or legal qualification

Certified Financial Planner (CFP)

Tools

MS Office

Client databases

Virtual communications platforms

Job description

A leading financial service organization in South Africa seeks a Client Relationship Manager. The role involves client visits and virtual interactions, managing client accounts, and growing business relationships. Candidates should have a relevant tertiary qualification, preferably with 6-8 years of experience in the asset management or related industries. A CFP designation and strong presentation skills are advantageous.