Client Relationship Specialist
2 days ago
Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced financial adviser or relationship manager skilled in client engagement, investment products and compliance. Key Responsibilities Deliver professional, timeous service to all allocated clients. Handle, track and follow up on leads within required timelines. Maintain and submit daily team reconciliations and performance figures. Conduct FAIS-compliant client reviews, including full needs analyses and recommendations. Schedule and prepare appointments for wealth specialists. Review deal packs and will applications for accuracy before submission. Understand all investment products to support client queries and advice. Ensure strict adherence to FSCA, FAIS and internal compliance requirements. Achieve assigned deliverables and monthly FUM targets. Skills and Competencies Strong understanding of financial markets, investment instruments and economic fundamentals. Knowledge of risk profiling and financial planning tools. Ability to engage confidently with high-net-worth and ultra-high-net-worth clients. Strong sales approach and relationship-building capability. Tech-savvy and proficient in CRM platforms (e.g., XPlan). Minimum Requirements Recognised FSCA-approved tertiary qualification (with DOFA-based completion allowances where applicable). RE5 exam passed or to be completed within regulatory timelines. Licensed or eligible for licensing under the relevant FAIS sub-categories. Completion of required Class of Business training. 2–5 years’ experience as a wealth/relationship manager working with high-net-worth clients. Valid driver’s licence. Preferred/Advantageous Postgraduate Diploma in Financial Planning (PGDipFP).
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Client Relationship Specialist
6 hours ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeJob Specifics Location : Johannesburg, Gauteng Job Type : Permanent | Full Time Requirement : Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced...
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Client Relationship Specialist
3 days ago
Johannesburg, Gauteng, South Africa CodeConnect Staffing (Pty) Ltd Full time R5 000 000 - R8 000 000 per yearJob SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced...
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Client Relationship Specialist
4 days ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time R22 500Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced...
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Client Relationship Specialist
3 days ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeJob SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License A leading wealth-management firm is seeking a Client Relationship Specialist to service existing high-net-worth clients, conduct financial reviews, and contribute to monthly Funds Under Management (FUM) targets. This role suits an experienced...
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Client Relationship Specialist
5 days ago
Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per yearWe are currently seeking a Client Relationship Specialist (Paraplanner) for our esteemed client, based in Melrose North, Johannesburg. The ideal candidate will have 3–5 years of experience as a Private Client Wealth / Relationship Manager, specifically with high and ultra-high net worth clients. You should possess a recognized FSCA tertiary qualification,...
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Client Relationship Specialist | Johannesburg
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeMINIMUM QUALIFICATIONS 1. Recognised FSCA tertiary qualification. If the Employee hasnot been on an FSP license prior to their appointment withthe Employer, then they will have 6 years from Date ofFirst Appointment (DOFA) to successfully complete arecognised qualification.2. A completed Postgraduate Diploma in Financial Planning(PGDFP) would be advantageous....
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Client Relationship Manager
2 weeks ago
Johannesburg, South Africa Ulwazi Staffing Solutions Full timeAn exciting career opportunity has become available for a Client Relationship Manager. **ROLE REQUIREMENTS** - Qualifications and Experience - Honours Degree in Business Administration, Social Science, Commerce or similar - 3-5 years of client relationship/account management experience - A minimum of 2 years developing and implementing operational...
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Client Relationship Officer
7 days ago
Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per yearWarwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.Furthermore,...
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Client Relationship Officer
2 days ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeJob Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License Overview An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...
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Client Relationship Officer
6 hours ago
Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full timeJob Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License Overview An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...
