Client Relationship Manager - Paarl

Key Responsibilities

• Client Relationship Management: Build and maintain strong relationships with clients, banking partners and referral partners, ensuring effective communication and service delivery.
• Client Retention & Experience: Develop and implement strategies to improve client satisfaction, strengthen relationships and enhance client retention.
• Business Development & Revenue Growth: Identify and acquire new clients, generate referral opportunities, achieve sales targets and drive cross-selling opportunities across group entities.
• Banking Partner Engagement: Manage relationships with banking partners, understand their operational requirements and negotiate agreements that support business objectives.
• Client Engagement: Conduct regular client meetings and relationship health checks to identify needs, address challenges and uncover opportunities for additional business.
• Operational Excellence: Identify opportunities to streamline processes, improve service delivery and enhance the overall client journey.
• Compliance & Documentation: Maintain accurate client-related process documentation and ensure adherence to internal policies, regulatory requirements, service-level agreements (SLAs) and banking partner requirements.
• Reporting & Analysis: Monitor client satisfaction, retention, sales performance and service delivery, providing regular reports on progress, opportunities and challenges.
• Training & Collaboration: Facilitate knowledge sharing and training across internal teams to ensure alignment with client expectations and banking partner processes.

Minimum Requirements

• At least 3 years' experience in the foreign exchange (FX) industry.
• Relevant industry qualifications, with RE5 and RE1 advantageous or required as applicable to the role.
• Fluency in both English and Afrikaans.
• Strong understanding of South African financial services regulations and compliance requirements.
• Experience in client relationship management, client retention and business development.
• Proven ability to identify sales opportunities, grow client portfolios and work towards revenue targets.
• Experience engaging with banking partners, negotiating agreements and managing service-level expectations.

Skills & Competencies

• Excellent relationship-building and stakeholder management skills.
• Strong commercial acumen and a customer-centric mindset.
• Effective negotiation, communication and influencing skills.
• Strong numerical, analytical and problem-solving abilities.
• Good understanding of client journey mapping and retention strategies.
• Ability to identify cross-selling opportunities and drive business growth.
• Strong organisational skills and attention to detail.
• Computer literacy and the ability to prepare and interpret performance reports.
• High emotional intelligence, adaptability and the ability to manage expectations effectively.
• A proactive, accountable and collaborative approach, underpinned by integrity and a commitment to service excellence.

The Ideal Candidate

You are a relationship-driven professional with a strong understanding of the FX industry and a passion for delivering exceptional client experiences. You combine a hands-on approach to client service with the commercial drive to acquire new business, strengthen existing relationships and contribute to sustainable revenue growth.

#J-18808-Ljbffr