Client Fund Manager

1 day ago


Pretoria, South Africa Network Recruitment Full time
This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM).

Key Responsibilities:
  • Develop and execute strategies to grow the client base and increase AUM.
  • Build strong relationships with clients, advisors, and intermediaries, delivering tailored investment solutions.
  • Identify and pursue new business opportunities through research, networking, and existing relationships.
  • Present investment solutions, provide training, and offer ongoing client and partner support.
  • Ensure seamless onboarding and service delivery in collaboration with internal teams.
  • Monitor industry trends, regulations, and competitors to refine strategies.
  • Report on business development activities, client insights, and market trends.
Requirements:
  • Bachelors degree in finance, business, or related fields (advanced degrees or certifications like CFP are a plus).
  • Minimum 3 years of experience in business development or client management within investment management.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit


  • Pretoria, South Africa Motor Industry Bargaining Council Full time

    **Duties and Responsibilities** - Coordinate the customer service team with the aim of resolving queries efficiently and effectively. - Drive and motivate the customer service team to achieve targets and KPIs. - Provide recommendations to enhance current customer service processes to improve efficiency and find new ways of delivering on the industry...


  • Pretoria, South Africa Mshindi Consulting Full time

    **Duties and Responsibilities** - Coordinate the customer service team with the aim of resolving queries efficiently and effectively. - Drive and motivate the customer service team to achieve targets and KPIs. - Provide recommendations to enhance current customer service processes to improve efficiency and find new ways of delivering on the industry...


  • Pretoria, South Africa Pinpoint One Human Resources Full time

    **Location**:Menlyn, Pretoria **Purpose**:1. Deal sourcing - proactively identify investment partners and opportunities 2. Deal screening - desktop analysis of investment opportunities 3. Preparation of preliminary scoping reports 4. Lead the transaction team through the whole investment process 5. Conduct and coordinate due diligence on potential...


  • Pretoria, South Africa South African Reserve Bank Full time

    -The main purpose of this position is to manage and optimise the external fund management programme, to ensure global best practice, and to enhance the efficiency with which gold and foreign exchange (FX) reserves are managed at the South African Reserve Bank (SARB). -Detailed Description Make recommendations during the review of the Investment Policy,...


  • Pretoria, South Africa Jobted ZA C2 Full time

    This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM). Key Responsibilities: - Develop and execute strategies to grow the client base and increase...

  • Client Fund Manager

    2 days ago


    Pretoria, South Africa Network Recruitment Full time

    This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM).Key Responsibilities:Develop and execute strategies to grow the client base and increase...


  • Pretoria, South Africa Graduate Placements Full time

    **Responsibilities**: - Support the day-to-day operations of fund administration by maintaining records, updating databases, and organising documentation. - Aid the team in preparing and reviewing investor documents - Coordinate fund valuations, ensuring accurate and timely calculations - Collaborate with internal stakeholders and external stakeholders to...


  • Pretoria, South Africa Sanlam Full time

    About Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial...

  • Fund Administrator

    1 week ago


    Pretoria, South Africa Sanlam Full time

    About Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial...

  • Fund Administrator

    1 week ago


    Pretoria, South Africa Sanlam Full time

    Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...


  • Pretoria, South Africa Sanlam Full time

    Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable...


  • Pretoria North, South Africa Network Recruitment Full time

    This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM). Key Responsibilities: Develop and execute strategies to grow the client base and increase AUM....

  • Fund Administrator

    1 week ago


    Pretoria, South Africa Sanlam Full time

    What will you do? The Payroll Administrator's duties include the management of pensioner data, ensuring the accuracy of data and pension information, and ensuring pensioners are paid correctly and on time; - Assisting others in determining their pension, processing payments, and keeping track of changes - Calculating profits, losses, and payments, as well as...

  • Regional Manager

    7 months ago


    Pretoria, South Africa Khomeliwa Consulting Full time

    **REGIONAL MANAGER, Rustenburg - NW, (EE appointment), R900k - R1,2m gross** Our client is a Government owned financial institution in the Financing / Funding Sector and they seek to appoint the Regional Manager for their Rustenburg - NW Regional Office. The incumbent will report to The Divisional Executive: SME and Rural Development **JOB...

  • Specialist Analyst

    9 months ago


    Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: **Key Performance Areas**: - Assist with the development of a regulatory framework and monitor compliance with legislation to ensure sound and efficient retirement fund industry and the protection of consumers; - Analyse annual financial statements of retirement fund benefit administrators to ensure that proper reporting standards...

  • Specialist Analyst

    4 months ago


    Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: To investigate market conduct issues and assist in the implementation of risk-based supervision; To make recommendations to the boards and principal officers of retirement funds, and representatives of fund administrators and others on ways to remedy problems identified; To fulfill such other duties as may reasonably be assigned from...


  • Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: To provide and manage the activities of the Business Centre Retirement Funds’ complaints and queries team, which include but not limited to the following: handling of complaints and queries from multiple sources, redirecting of complaints to external stakeholders, regulatory authorities and internal FSCA divisions in accordance with...

  • Specialist Analyst

    1 week ago


    Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: To supervise retirement funds through the conduct of supervisory on-site inspections. These investigations assist the Conduct Authority to gain insight on the operations of the fund; to detect and measure conduct risks associated with the operation of the fund and its office bearers; and to identify the extent of the fund’s...

  • Case Manager

    7 months ago


    Pretoria, South Africa Femminit Recruitment Full time

    MINIMUM REQUIREMENTS Grade 12 B Cur Degree / Diploma in Nursing Minimum 5 years experience as a nursing practitioner Minimum 1 year experience gained in the medical funding industry. Delivering of cost-effective managed healthcare service to accomplish member satisfaction. Computer skills and knowledge of MS Word, MS Excel, MS Office, Outlook and...


  • Pretoria, South Africa Graduate Placements Full time

    This individual will be passionate about SME funding and supporting grass roots, micro-enterprises. The Trust is an impact fund which launched its operations in 2016, capitalized with an enterprise and supplier development contribution from a leading international automotive manufacturer. The sole mandate of the Trust is to support transformation and impact...