Client Relationship SpecialistCodeConnect Staffing (Pty) Ltd • Johannesburg, South Africa

Client Relationship Specialist

CodeConnect Staffing (Pty) Ltd • Johannesburg, South Africa

1 day ago

Job description

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).

Create a job alert for this search

Client Relationship • Johannesburg, South Africa

Related jobs

Partner Relations Manager

Recru-it • Johannesburg, South Africa

Responsible for procurement of the companys products and services from regional vendors, in order to support internal stakeholders, by establishing and maintaining long-term beneficial relationship...Show more

Last updated: 3 days ago • Promoted

Institutional Client Service Specialist

Rory Mackie & Associates • Johannesburg, South Africa

Overview of our client’s business : .Established in 2019, out client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior ret...Show more

Last updated: 30+ days ago • Promoted

Client Relations Specialist - Johannesburg (Forex)

FP Markets • Johannesburg, Gauteng, ZA

Quick Apply

Australian broker offering traders access to CFDs across Forex, Indices, Commodities, Stocks and Cryptocurrencies.We are growing and looking to recruit a Customer Relations Specialist in Johannesbu...Show more

Last updated: 30+ days ago

Client Solutions Actuary

Network Recruitment • Johannesburg, South Africa

If you enjoy blending technical expertise with business growth, this ones for you.This organisation partners with some of the most dynamic insurers across Africa, offering a diverse range of actuar...Show more

Last updated: 22 days ago • Promoted

Office based - Proposal Manager (Corporate, Investment Transaction Banking) / 5-6 month contract

Isilumko Staffing (JHB) • Johannesburg, South Africa

Are you a strategic thinker with a flair for persuasive writing and a passion for winning business? Do you thrive under pressure and love orchestrating complex, high-stakes projects? If so, we want...Show more

Last updated: 21 days ago • Promoted

Client Relationship Specialist (Parraplanner)

Status Staffing • Johannesburg, South Africa

A recent professional profile photo is to accompany your application.EMPLOYMENT TYPE : Permanent.SECTOR : Finance.BASIC SALARY : ...Show more

Last updated: 30+ days ago • Promoted

Client Relations Specialist (Investment Management)

Strategic Personnel • Johannesburg, South Africa

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / In...Show more

Last updated: 30+ days ago • Promoted

Client Relationship Consultant

LabourNet • Johannesburg, Gauteng, South Africa

Client Relationship Consultant (CRC).Through these engagements the CRC will be expected to generate new business through identifying prospective clients needs and infiltrating their existing client...Show more

Last updated: 30+ days ago • Promoted

Client Relations Manager

SDC Group (Pty) Ltd • Johannesburg, South Africa

The Skills Development Corporation (Pty) Ltd.Achter Road, Paulshof, Sandton, 2191.Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, ...Show more

Last updated: 30+ days ago • Promoted

Wellness Manager (EAP & Client Relations)

The Recruitment Pig • Johannesburg, South Africa

We are a well-established, specialist South African provider in the Health and Medicine sector, operating since 1995.We focus on delivering compliant and comprehensive solutions in Occupational Hea...Show more

Last updated: 22 days ago • Promoted

Specialist : Compliance - Relationship Sanctions

Absa Group Limited • Johannesburg, ZA

Job title : Specialist : Compliance - Relationship Sanctions.Job Location : Gauteng, Johannesburg.To provide specialist advice and support in area of specialisation enabling the provision of sound c...Show more

Last updated: 30+ days ago • Promoted

Client Relationship Officer

CodeConnect Staffing (Pty) Ltd • Johannesburg, South Africa

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 assig...Show more

Last updated: 1 day ago • Promoted

Senior Vendor Relations Specialist

NTT Ltd. • Johannesburg, ZA

Job title : Senior Vendor Relations Specialist.Job Location : Gauteng, Johannesburg.The Senior Vendor Relations Specialist is an advanced subject matter expert, responsible for client satisfaction ...Show more

Last updated: 6 days ago • Promoted

Client Relationship Specialist (Parraplanner)

Status • Johannesburg, Gauteng, South Africa

We are currently seeking a Client Relationship Specialist (Paraplanner) for our esteemed client based in Melrose North Johannesburg. The ideal candidate will have 35 years of experience as a Private...Show more

Last updated: 30+ days ago • Promoted

Client Relationship Specialist | Johannesburg

The Recruitment Council • Johannesburg, South Africa

Recognised FSCA tertiary qualification.FSP license prior to their appointment with.Employer, then they will have 6 years from Date of. First Appointment (DOFA) to successfully complete a.A completed...Show more

Last updated: 30+ days ago • Promoted

New Business Development and Client Retention Manager

Pro Tem Recruitment • Johannesburg, South Africa

Primary objective is to generate New Business for the Company (both Facultative & Treaty).You will oversee the facultative business. Ongoing Client Servicing & Entertainment.Assist with client relat...Show more

Last updated: 30+ days ago • Promoted

OMF Client Relations Consultant ( Cresta )

Old Mutual • Johannesburg, ZA

Job title : OMF Client Relations Consultant ( Cresta ).Job Location : Gauteng, Johannesburg.To provide a positive customer experience by being helpful and sensitive to customer needs, managing expe...Show more

Last updated: 30+ days ago • Promoted

Transaction Support Specialist (Finance and Billing)

Jordan HR • Johannesburg, South Africa

This job is centered on handling payment, shipping, and dispute resolution for our customers, primarily through email.Transaction & Customer Support. Be the expert for all pre- and post-purchase...Show more

Last updated: 3 days ago • Promoted