Client Growth Specialist

6 days ago


Cape Town, Western Cape, South Africa M&G Investments Full time
About the Role

This key position will contribute towards the growth and development of our wholesale business. As a Client Director, you will be responsible for building and maintaining strategic relationships with existing and potential clients, driving business growth, and delivering exceptional client experiences.

Key Responsibilities
  • Client Engagement: Engage with clients to understand their goals, risk tolerance, and investment preferences, developing tailored solutions to meet their needs.
  • Relationship Management: Maintain and grow existing relationships with clients, identifying new business opportunities and leveraging your network.
  • Collaboration and Communication: Collaborate with internal teams to deliver high-quality client solutions, communicating effectively with clients and stakeholders.
  • Client Reporting: Provide regular client reporting, ensuring transparency and timely communication.
  • Compliance and Governance: Ensure compliance with distribution processes and practices, internal/external standards, and regulatory requirements.
Requirements
  • Postgraduate Degree: A postgraduate degree in finance or a related field (CFA, MBA, or Master's preferred).
  • Senior Client-Facing Experience: Minimum 7-10 years of relevant senior client-facing experience in asset management or investment consulting.
  • Commercial Acumen: Strong commercial acumen and business insight, solid understanding of investment products and the wholesale landscape.
  • Exceptional Listening Skills: Exceptional listening skills to understand client needs and goals.
  • Collaboration: Collaboration is critical in investment management; fostering a cohesive working environment.
  • Results-Driven Mindset: Results-driven mindset focused on achieving results and exceeding client expectations.


  • Cape Town, Western Cape, South Africa Ad Hoc Client Full time

    About the Role:We are seeking a skilled Business Development Specialist to join our team in Cape Town. As a key member of our sales team, you will be responsible for driving business growth and development through identifying and pursuing new sales opportunities.Responsibilities:Your primary responsibilities will include:Identifying and developing new...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    We are seeking an ambitious professional to join our team as an Institutional Business Development Lead in South Africa.Job Description:Pursue new business opportunities with Institutional clients to drive revenue growth.Develop and execute sales strategies to achieve targeted results.Maintain strong relationships with key clients and intermediaries.Stay...


  • Cape Town, Western Cape, South Africa Kelly Full time

    About KellyKelly is a dynamic and fast-paced sales environment that offers exciting opportunities for career growth and development. We are seeking a talented and ambitious sales professional to join our team as a Client Facing Revenue Growth Specialist.In this role, you will be responsible for generating revenue growth by building relationships with clients...


  • Cape Town, Western Cape, South Africa Capital Growth Full time

    Job Description: Client Relationship ConsultantCapital Growth is seeking a highly skilled and motivated Client Relationship Consultant to join our team. In this role, you will be responsible for delivering high-quality results and driving business growth.Key Responsibilities:In-person visits to clients to assist with and explain the onboarding processAssist...


  • Cape Town, Western Cape, South Africa Pargo Full time

    About the Role:We are looking for a highly skilled Business Growth Specialist to join our team at Pargo. As a Business Growth Specialist, you will be responsible for driving revenue growth, building strong client relationships, and identifying new business opportunities.This role is ideal for someone with 2 years of experience who is ready to bring their...


  • Cape Town, Western Cape, South Africa VirtuHire Full time

    We are looking for a Client Engagement Specialist to join our team in Cape Town. As a Client Engagement Specialist, you will be responsible for building relationships with clients and creating opportunities for business growth.About the RoleIn this role, you will work closely with our sales team to identify and pursue new business opportunities. You will...


  • Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    About UsOUTsurance Insurance Company Limited is a customer-focused financial services provider with a strong presence globally. Our company culture is built on the principles of Awesome Service, Passionate, Honest, Human, Dynamic, and Recognition. We strive to create a positive impact in the lives of our clients and employees.The OpportunityWe are currently...


  • Cape Town, Western Cape, South Africa V&A Personnel Full time

    Job OverviewV&A Personnel is seeking a Commercial Growth Specialist to join our dynamic sales team. As a key contributor to our company's growth and success, you will be responsible for developing and implementing sales strategies that drive revenue growth and expansion. Your duties will include cold calling, new business development, and building...


  • Cape Town, Western Cape, South Africa Tbwa ChiatDay Inc Full time

    As a Sales Growth Specialist, you will play a crucial role in driving sales growth at Tbwa Chiat/Day Inc in Cape Town.You will be responsible for delivering on sales targets focused on acquiring quality clients, creating and maintaining a robust sales pipeline with key strategic clients, and conceptualising new client acquisition strategies.Key...


  • Cape Town, Western Cape, South Africa O'Brien Recruitment Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Acquisition Specialist to join our sales team. As a Client Acquisition Specialist, you will be responsible for identifying new business opportunities, developing relationships with potential clients, and executing strategic plans to drive sales revenue.Key Responsibilities:Identify and...


  • Cape Town, Western Cape, South Africa Global Executive Full time

    **About the Opportunity:**Global Executive is seeking a highly skilled Client Acquisition Specialist to join our sales team. As a key member of our team, you will be responsible for acquiring new clients and driving sales growth.The ideal candidate will have a proven track record in direct-to-client sales and possess excellent communication skills. You will...


  • Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

    Ground One Direct Marketing is dedicated to helping companies achieve meaningful growth through results-driven engagement.We are currently looking for a Client Engagement Specialist to join our team. This role involves promoting and selling products to clients, building relationships, and contributing to our sales targets.This is an excellent opportunity for...


  • Cape Town, Western Cape, South Africa Capital Growth Full time

    We are seeking a Business Development Manager to join our team at Capital Growth. As a key player in our financial services sector, you will be responsible for delivering high-quality results and driving business growth.As a Financial Services Specialist, you will play a pivotal role in setting product direction and building strong client relationships. You...

  • Investment Specialist

    18 hours ago


    Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...


  • Cape Town, Western Cape, South Africa Capital Growth Full time

    Career Opportunities at Capital GrowthWe are looking for a Sales and Account Management Professional to join our team. As a key player in our financial services sector, you will be responsible for delivering high-quality results and driving business growth.In this role, you will work closely with our sales team to onboard new clients and develop existing...


  • Cape Town, Western Cape, South Africa Caprae Capital Partners Full time

    About the JobCaprae Capital Partners is looking for a Portfolio Growth Specialist to help clients achieve their investment goals.This role involves building strong relationships with clients, conducting financial analysis, and staying up-to-date on industry trends.You will work closely with internal teams to track progress and ensure smooth deal...


  • Cape Town, Western Cape, South Africa PPS Full time

    About the JobThis is an exciting opportunity to join PPS as a highly skilled sales professional. As a Sales Growth Specialist, you will be responsible for building and maintaining relationships with business partners, driving growth through analysis, interpretation, and decision-making.You will have a proven track record of success in a sales environment,...


  • Cape Town, Western Cape, South Africa Absa Group Full time

    The Client Relationship Specialist is responsible for building and maintaining strong relationships with clients, ensuring that their financial needs are met and exceeded. This involves working closely with clients to understand their goals, identifying areas for improvement, and developing tailored solutions to meet their needs. You will also be responsible...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client, Aquarius Specialist Recruitment, is a dynamic boutique recruitment agency that has consistently delivered exceptional results. They are now seeking an Affirmative action candidate to take their business development efforts to the next level in South Africa.Key Responsibilities:Prospect and identify new business opportunities with a focus on the...


  • Cape Town, Western Cape, South Africa Sygnia Asset Management Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Client Servicing Specialist to join our team at Sygnia Asset Management.The successful candidate will have a proven track record in delivering exceptional client experiences, developing strong relationships with clients, and driving business growth.The ideal candidate will be a strategic...