592 Client Relationship Manager jobs in South Africa

Job description

We serve our clients with excellence, faith-alignment, and strategic foresight across tax planning, investments, wealth strategy, and financial clarity. Our work is rooted in trust, service, and divine abundance. We are now seeking a Client Relationship Manager — a person of warmth, confidence, and precision — to be the bridge between our firm and the souls we serve.

Mission of This Role

To be the Gatekeeper of Relationships — transforming client inquiries into long-term partnerships and helping clients feel seen, understood, and supported on their financial journey.

Your Core Responsibilities

Client Service (40%)

• Proactively follow up with existing clients to offer check-ins and identify opportunities for deeper engagement.
• Support the onboarding of new clients, coordinating both internal and client-facing deliverables.
• Respond to inbound client requests with warmth, speed, and clarity.
• Ensure clients feel cared for, confident, and connected to our mission.

Sales (60%)

• Follow up with inbound leads and prospects; schedule and confirm strategy calls.
• Support our CEO, by following up on warm leads and assisting in closing new relationships.
• Present our firm's services and investment offerings with confidence, clarity, and integrity.
• Develop and implement light outbound prospecting campaigns (email, LinkedIn, referrals).

Your Attributes

• Warm, friendly, and service-driven — people feel safe and heard with you.
• Excellent communication in spoken and written English
• Confident in sales and nurturing high-trust, high-value client relationships
• Organized, proactive, and consistent in follow-up.
• Spiritually grounded or open — aligned with working in a faith-rooted, purpose-driven firm.

Requirements

• Comes from the investment or wealth management world, with a solid understanding of financial strategy.
• CA(SA) or Master's in Accounting (or equivalent qualification).
• 2+ years of experience in sales or client service, ideally within finance, investments, or advisory environments.
• Skilled with CRMs, email follow-up tools, and Google Workspace.
• Able to work U.S. hours for at least 4–5 hours per day.
• Fast, reliable internet and a quiet workspace.
• A can-do attitude with strong relationship-building and management skills.

Why Join Us?

• Work with a fast-growing firm built on faith, trust, and sacred service.
• Make a real difference in people's financial and spiritual lives.
• Be part of something that blends excellence with purpose.
• Enjoy a flexible, work-from-anywhere arrangement.
• Grow into leadership and long-term impact.

Job Type: Full-time

Work Location: Remote

Customer Relationship Manager

Somerset West | Full-time

Are you a highly organised, professional, and client-focused individual who thrives in a dynamic environment? We are looking for a
Customer Relationship Manager
to join our financial brokerage team. This role is the perfect blend of
reception management, client engagement, and operational support
.

As the welcoming face of our office, you'll ensure clients and visitors enjoy a professional experience while also supporting advisors and management behind the scenes.

What You'll Do

• Be the first point of contact for clients and visitors.
• Manage reception, calls, and client communications.
• Schedule and confirm appointments for Financial Advisors.
• Prepare and maintain client birthday wishes and communications (including Canva designs).
• Assist clients with their life insurance and medical aid application queries, acting on behalf of the broker.
• Support with new business onboarding and client index creation.
• Provide administrative support to the Operations Manager.
• Order and manage stationery supplies.
• Contribute to event and social planning.
• Provide December standby support when needed.

Task Rhythm

Daily:
Appointment scheduling, review prep, birthday wishes, follow-ups, comms with consultants, ad-hoc tasks.

Weekly:
AtWORK CRM updates, life call reviews, open business meetings, Ops Manager check-in.

Monthly:
Client index updates, new business onboarding.

Quarterly:
Stationery checks and orders.

What You'll Bring

• Strong communication and people skills.
• Skilled communicator in
  English and Afrikaans.
• Excellent organisation and multitasking ability.
• Proficiency in Microsoft Office & Canva (CRM/AtWORK experience is a plus).
• Attention to detail with a proactive, problem-solving mindset.
• Previous reception, admin, or financial services experience (preferred).
• Matric (Grade 12) required; additional admin/business qualifications advantageous.

Who You Are

• Professional, reliable, and client focused.
• Friendly, approachable, and a natural team player.
• Adaptable with a "can-do" attitude.
• Able to juggle tasks while maintaining high standards.

Why Join Us?

You'll become a valued part of a
supportive brokerage team
where client service, teamwork, and professionalism are at the heart of everything we do. You'll have the opportunity to grow, learn, and contribute to both the
client experience
and the
operational excellence
of the business.

Ready to take on this exciting role?

Apply today and bring your organisational skills and people-first attitude to our team

OVERALL PURPOSE
The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential global and local clients. The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

REPORTING RELATIONSHIPS AND LOCATION
The role reports to the Senior Client Relationship Manager in SA. This role will be based in Cape Town or Johannesburg depending on appointment.

WORKING RELATIONSHIPS
This role requires a strong working relationship with the Investment Management team in

Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies. Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

Principal Elements & Accountabilities

• Live the Stonehage Fleming Group and IMSA Team values
• Manage the investment portfolios of an existing book of clients
• Develop and maintain an in depth understanding of all clients' portfolios, activity and needs
• New business development as part of agreed annual team objectives
• Regular communication with your client base to develop/foster strong working relationships
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy
• Conduct analysis and review of client affairs
• Coordinate the take-on of new clients and ensure all compliance requirements have been met
• Draft and oversee investment implementation plans to completion
• Adhere to the operating procedures of the business
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions
• Proactive, timeous, excellent client service
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development
• Actively participate in the overall investment process

Skills

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments
• Working knowledge of SA and offshore tax and compliance requirements
• Excellent communication and inter personal skills (written and verbal)
• Attention to detail

Qualifications And Experience

• Degree in Finance, Investments or related - CFA Charterholder preferred
• Minimum 5+ years' experience in a similar role within the investment industry
• Proven new business capability and strong private client management experience
• Experience in managing offshore and onshore multi-asset class portfolios
• FAIS registered representative

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when

required and to solve problems constructively and with a positive attitude.

• Teamwork: Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written

communication is well presented. Ability to communicate technical concepts in understandable language.

• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description
Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.

Responsibilities
Product/Service Information

Provide advanced product/service information and respond to complex customer questions about the product/service.

Customer Order Processing

Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.

Resolving Customer Issues

Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.

Customer Relationship Development / Prospecting

Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Customer Relationship Management (CRM) Data

Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Renewals

Help drive customer renewals through exceptional service, supporting the sales teams as required.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills/Experience/Knowledge

• Superfund knowledge advantageous and provide valuable services to support IMEDS's required.

Skills
Corporate Retirement Plans, Retirement Benefits, Retirement Fund Administration

Competencies
Action Oriented

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Directs Work

Interpersonal Savvy

Manages Complexity

Education
Closing Date
29 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story

OVERALL PURPOSE
The 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 manage clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the Johannesburg Office.

WORKING RELATIONSHIPS
The primary role involves working closely with your assigned Relationship Managers in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office and Investment teams locally as well as with other service areas in other jurisdictions within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, solicitors and property managers.

Principal Elements And Accountabilities

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client banking and foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

Qualifications And Experience
BCom, BBusSci, LLB or related degree

Chartered Accountant with 0-3 years post articles experience

Skills
This position requires:

• A proficiency in Microsoft Office
• Project Management Skills : The ability to manage numerous projects simultaneously
• Sharp analytical skills and a strong commercial awareness
• A sound understanding of financial accounts gained through practical experience
• A general understanding of financial markets and investment management
• A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

COMPETENCIES AND BEHAVIOURS
Planning and organising:
Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.

Discrete:
Respects the confidential nature of the work being undertaken, and the privacy of our clients.

Teamwork:
Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.

Communication skills:
Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients.

Accuracy & quality:
Delivers work of a high standard, output is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pays attention to detail Problem solving and decision-making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.

Client-orientated:
Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.

Technical Knowledge:
Demonstrates required technical knowledge and keeps technical knowledge up to date.

Action orientated:
Takes prompt action and sees tasks through to completion.

Business development skills:
Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value.

Strong work ethic, dynamic and ambitious.

OVERALL PURPOSE
The role forms part of the Relationship Management function in the Family Office department where you will be part of the South African Client Relationship Management team with the goal to later takeover clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the
Stellenbosch
Office.

WORKING RELATIONSHIPS
The primary role involves working closely with your assigned Relationship Managers on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, solicitors and property managers.

Principal Elements And Accountabilities

• To be part of a two person Relationship Management team on each client primarily supporting more experienced Relationship Managers
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents
• Review of financial accounts prepared by accountants
• Assistance with client banking and foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

Qualifications And Experience

• BCom, BBusSci or related degree
• Chartered Accountant with 0-3 years post articles experience

Skills
This position requires:

• A proficiency in Microsoft Office
• Project Management Skills : The ability to manage numerous projects simultaneously
• Sharp analytical skills and a strong commercial awareness
• A sound understanding of financial accounts gained through practical experience
• A basic understanding of financial markets and investment management
• A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

COMPETENCIES AND BEHAVIOURS

• Planning and organising: Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.
• Teamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team.
• Communication skills: Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients.
• Accuracy & quality: Delivers work of a high standard, output is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pays attention to detail.
• Problem solving and decision-making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
• Client-orientated: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.
• Technical Knowledge: Demonstrates required technical knowledge and keeps technical knowledge up to date.
• Action orientated: Takes prompt action and sees tasks through to completion
• Business development skills: Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value. Strong work ethic, dynamic and ambitious.

About Us:

Jambo Home Loans is a forward-thinking company that works hand-in-hand with a leading real estate firm to provide exceptional solutions in operations, financing, and real estate services. We are committed to delivering outstanding service while cultivating lasting relationships with clients. If you're passionate about building meaningful connections and helping clients achieve their homeownership dreams, we want you to join our dynamic team

Position Overview:

We are looking for a highly motivated and energetic Relationship Manager to be the voice of Jambo Home Loans and facilitate growth in both home loan financing and real estate services. This role is ideal for someone who thrives in a client-facing position, excels in communication, and has a passion for fostering strong, professional relationships.

As a Relationship Manager, you will reach out to prospective clients, manage relationships with both potential and existing customers, and collaborate with our real estate and sales teams to ensure the best outcomes. This is a fantastic opportunity for someone who enjoys working in a fast-paced, client-oriented environment and wants to make a real impact in the real estate and home loan industry.

Key Responsibilities:

• Outbound Client Engagement: Reach out to potential clients, focusing on offering tailored home loan financing options and showcasing our comprehensive real estate services.
• Relationship Building: Develop and maintain strong, lasting relationships with clients to understand their unique needs and provide top-tier service.
• Collaboration: Work closely with the sales and real estate teams to achieve business growth, meet targets, and offer seamless client experiences.
• Client Follow-Up: Ensure client satisfaction through timely follow-ups, delivering exceptional customer service at every touchpoint.
• Professional Communication: Represent the brand with professionalism, using strong phone etiquette and effective communication to build trust and close deals.

Qualifications:

• Previous experience in sales, calling, or client relationship management—preferably within the real estate or home loan sectors.
• Exceptional communication skills, with an ability to engage clients and build strong, professional relationships.
• Comfortable working both independently and as part of a dynamic team.
• Proficiency in Microsoft Office or Google Suite; a personal laptop is required.
• Strong phone skills and a proactive approach to reaching out to new and existing clients.

What We Offer:

• Competitive Salary: Up to R11,000 per month (commensurate with experience).
• Dynamic Environment: Work in a fast-paced, client-driven company with a team that values innovation and collaboration.
• Career Growth: Be part of a company that offers opportunities for professional development in the real estate and home loan industries.

Application Process:

If you are passionate about client relationships and excited to make a real impact in the home loan and real estate sectors, we would love to hear from you Please submit your resume and a brief cover letter outlining your experience.

Important Note: If you do not receive feedback within 72 hours of applying, please consider your application unsuccessful.

Location: Observatory, Cape Town

Pay: Up to R11,000 per month

Ready to start your next adventure in the world of real estate and home loans? Apply now to join the team

Job Type: Full-time

Pay: Up to R11 000,00 per month

Work Location: In person

• Find new job specs by calling on existing and new clients 📞
• Support recruiters with references, admin, and posting job adverts ✍️
• Create and post engaging content on our social media channels 📱

• Confident communicator who can speak to decision-makers
• Social media creator, not just a consumer
• Strong admin skills, organised, and detail-oriented
• Energetic, proactive, and ready to multitask

• Work in a fast-paced, professional boutique recruitment environment
• Develop skills across recruitment, client engagement, and social media
• R12-14K per month (negotiable)

This is an excellent opportunity for a client relationship manager to become a client service team lead to drive service excellence, manage operational efficiencies, and lead a high-performance Client Service team for a top South African Asset Manager

Based in Cape Town

THE COMPANY

A specialist, technology-driven financial services group providing multi-management, index-tracking, and administration solutions for both institutional and retail clients. Focused on investment management, savings, and retirement products, they leverage innovation to streamline financial service delivery. With a client-centric approach, they continuously enhance efficiency and transparency in investment processes, offering reliable growth solutions for businesses, institutions, and individuals.

THE ROLE

As the Client Services Team Lead, you will manage and develop a high-performing team of Client Relationship Managers (CRMs), ensuring exceptional service delivery and operational efficiencies.

You will drive client satisfaction, oversee daily operations, and implement service improvements, ensuring seamless execution of client interactions. The role requires strong leadership, coaching, and process optimisation skills, as well as the ability to navigate escalations and risk controls in a dynamic financial services environment.

Lead & mentor a team of CRMs, ensuring service excellence and operational efficiency.

Monitor & evaluate CRM interactions (calls/emails) to align with service standards.

Identify training needs, implement knowledge assessments, and drive team development.

Enhance operational processes and optimise CRM systems for improved efficiency.

Manage escalations, client satisfaction metrics, and performance appraisals.

Collaborate with Retail Team Leaders to improve overall Retail operations.

Drive a culture of excellence, fostering a high-energy, client-focused team.

REQUIRED SKILLS & EXPERIENCE

3-5 years' experience in Client Servicing, with at least 12 months of leadership experience.

Experience in Financial Services, preferably within LISP, Collective Investment Schemes, Retirement Funds, or ETFs.

Advanced Excel skills are a plus.

Strong coaching, mentoring, and leadership capabilities.