Client Relationship Specialist

2 days ago


Johannesburg, Gauteng, South Africa CodeConnect Staffing (Pty) Ltd Full time R5 000 000 - R8 000 000 per year

Job Specifics

Location: 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 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).

  • Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We 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,...


  • Johannesburg, Gauteng, South Africa CodeConnect Staffing (Pty) Ltd Full time R200 000 - R400 000 per year

    Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License OverviewAn 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...


  • Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning,...


  • Johannesburg, Gauteng, South Africa LabourNet Full time R46 512 - R600 000 per year

    Company Description LabourNet is one of the largest Industrial Relations, Human Capital and Payroll Consulting firms in South Africa. The LabourNet Group is currently experiencing tremendous growth and as such we're constantly searching for top talent. Job Description The Client Relationship Consultant (CRC) is primarily responsible for establishing...


  • Johannesburg, Gauteng, South Africa Marvel Placement Consultants Full time R900 000 - R1 200 000 per year

    Client Success ManagerWe are recruiting for a Client Success Manager to join our client's dynamic team based in Kempton Park, Gauteng. The ideal candidate will have a passion for client engagement, a proactive approach to service delivery, and the ability to strengthen long-term client relationships through structured communication and strategic touchpoints....


  • Johannesburg, Gauteng, South Africa Stonehage Fleming Full time R250 000 - R450 000 per year

    OVERALL PURPOSEThe role forms part of the Family Office department where you will advise Ultra High Net-Worth wealth creators and their families, in the management of their financial affairs. This role will be part of the South African Client Relationship Management team. You will work alongside the senior advisory team with the goal to later take over and...


  • Johannesburg, Gauteng, South Africa Nedbank Full time R250 000 - R400 000 per year

    Job PurposeTo be the direct contact between the external customer and Nedbank to build and maintain relationships according to TS and CIB customer and sales strategy. Provide operational and client service to the CIB TS client to best meet their needs across the end-to-end products, channels and solutions life cycle in line with Nedbank's client service...


  • Johannesburg, Gauteng, South Africa Absa Group Full time R500 000 - R1 200 000 per year

    Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryThe...


  • Johannesburg, Gauteng, South Africa Nedbank Full time R1 200 000 - R2 400 000 per year

    Relationship Manager: RRBRequisition Number-142561Closing Date - 13 November 2025Location- BryanstonJob FamilySales and ServicesCareer StreamRelationship ManagementLeadership PipelineManage Self ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially...


  • Johannesburg, Gauteng, South Africa Ferva Business Partners Full time R900 000 - R1 200 000 per year

    Role OverviewThe Relationship Manager is responsible for building and maintaining strong relationships with clients in the Insurance Industry. The Relationship Manager will work closely with the Product Managers to understand the data and details around lead volumes, lead costs, conversions and profitability as well as insights into why certain campaigns and...