Senior Client Specialist

3 days ago

Sandton, South Africa HR Genie Full time

About the Role:Were looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence. This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight serving as a senior influencer in the client value chain.What Youll Do includes but limited to:Provide specialist product and technical support to BCs on complex client cases and bespoke solutionsManage high-level client escalations requiring deep investment and product knowledgeInterpret product rules, fund performance, and market trends to guide internal teamsDesign and deliver advanced product and capability training for distribution teamsDrive continuous improvement of processes, knowledge tools, and service workflowsWhat Youll Bring:Qualifications and ExperienceBachelors DegreeInvestment or finance-related qualification preferredMinimum 4 years in Investment Advisory or Wealth/Asset-Management client servicesSkills and AttributesStrong knowledge of investment products and regulatory frameworksHigh-level accuracy, analytical ability, and problem-solving skillsProfessional client interaction and confident handling of escalationsCompetencies:Maintains professional, high-quality service in high-pressure situationsTakes ownership, works accurately, and maintains strong compliance disciplineWhy Join Us:Youll be part of an organisation that genuinely puts people first our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference.Here your work matters, your ideas are heard, and your contribution helps shape a service that truly supports people in their time of need.

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