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Introduction

A well-established company in the Financial Services sector, based in Rustenburg, is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction and driving business growth.

Recruiter: People Dimension

Job Ref:

Date posted: Thursday, May 22, 2025

Location: Rustenburg, South Africa

Summary:

Position Info:

A well-established company in the Financial Services sector, based in Rustenburg, is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with clients, ensuring their satisfaction and driving business growth.

Duties & Responsibilities

Client Engagement:

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.
• Attend client meetings

Preparation & Maintenance of Client Files:

• Ensure completeness of client file/data gathering.
• Confirm risk profile is determined and updated.
• Check all compliance paperwork is present.
• Prepare and coordinate review documentation including financial planning and portfolio reviews.
• Review investment portfolios, asset allocation, risk profiles, etc.
• Identify areas for planning and carry out technical calculations.
• Prepare information/comparisons for analysis by Financial Planners.
• Liaise with clients' legal and tax advisers (if applicable).
• Produce clear, technically accurate, compliant, and concise Financial Plans
• Maintain and update client records and profiles on a continuous basis.

Implementation of Recommendations:

• Make changes to clients' investments as instructed.
• Ensure agreed action points are actioned.
• Liaise with the administration team to process recommendations.

Client Onboarding:

• Manage the onboarding process for new clients, ensuring a smooth transition.
• Gather and verify client information and documentation.
• Set up client accounts and ensure all necessary paperwork is completed.

Client Retention:

• Monitor client satisfaction and proactively address any concerns.
• Implement strategies to retain clients and enhance their loyalty.

Compliance and Documentation:

• Ensure all client interactions and transactions comply with regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies.

Desired Experience & Qualifications

Skills and Qualifications:

• At least 5 years of experience working as a Client Relationship Manager
• At least 3 years of experience working within a financial planning environment
• Proficient in Microsoft Word, Excel, and electronic diary management
• Advanced Excel skills
• Excellent technical knowledge of Financial Services Products
• Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap, and Astute)
• Highly organized, methodical, analytical, and disciplined.
• Excellent communicator (both verbal and written).
• Ability to assimilate technical information into an understandable format for clients.
• Shows initiative and takes personal responsibility for completing tasks.
• Able to work within defined business processes.
• Able to work under pressure.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritize and plan own workload.

Package & Remuneration

Salary:

• R 15 000 - R 25 000 CTC pm.

Benefits:

• Competitive salary
• Medical Aid Contribution
• Group Cover
• Retirement Contribution
• Opportunities for professional development
• A supportive and collaborative work environment

Interested?

Please forward your CV to

• Mid-Senior level

• Full-time

• Sales and Business Development

• Advertising Services

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Job Description: We are seeking a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join our team. The successful candidate will work alongside our Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans and ongoing reviews of client affairs. Additionally, the Client Relationship Manager will manage and nurture relationships with our clients, ensuring their satisfaction, and driving business growth.

Key Responsibilities:

Client Engagement:

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.
• Attend client meetings

Preparation & Maintenance of Client Files:

• Ensure completeness of client file/data gathering.
• Confirm risk profile is determined and updated.
• Check all compliance paperwork is present.
• Prepare and coordinate review documentation including financial planning and portfolio reviews.
• Identify areas for planning and carry out technical calculations.
• Prepare information/comparisons for analysis by Financial Planners.
• Liaise with clients' legal and tax advisers (if applicable).
• Produce clear, technically accurate, compliant, and concise Financial Plans
• Maintain and update client records and profiles on a continuous basis.

Implementation of Recommendations:

• Make changes to clients' investments as instructed.
• Ensure agreed action points are actioned.
• Liaise with the administration team to process recommendations.

Client Onboarding:

• Manage the onboarding process for new clients, ensuring a smooth transition.
• Gather and verify client information and documentation.
• Set up client accounts and ensure all necessary paperwork is completed.

Client Retention:

• Monitor client satisfaction and proactively address any concerns.
• Implement strategies to retain clients and enhance their loyalty.

Compliance and Documentation:

• Ensure all client interactions and transactions comply with regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies.

Skills and Qualifications:

• At least 5 years of experience working as a Client Relationship Manager
• At least 3 years of experience working within a financial planning environment
• Proficient in Microsoft Word, Excel, and electronic diary management
• Advanced Excel skills
• Excellent technical knowledge of Financial Services Products
• Knowledge of technical financial planning tools and financial modelling software (e.g., Xplan, Assetmap etc)
• Highly organized, methodical, analytical, and disciplined.
• Excellent communicator (both verbal and written).
• Ability to assimilate technical information into an understandable format for clients.
• Shows initiative and takes personal responsibility for completing tasks.
• Able to work within defined business processes.
• Able to work under pressure.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritize and plan own workload.
• Medical Aid Contribution
• Group Cover
• Retirement Contribution
• Opportunities for professional development
• A supportive and collaborative work environment

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

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Join to apply for the Junior Client Relationship Manager role at Stonehage Fleming

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 Cape Town 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 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.

Seniority level
Entry level

Employment type
Full-time

Job function
Sales and Business Development

Job title: Junior Client Relationship Manager

Location: Gauteng, Johannesburg

Application deadline: September 27, 2025

Overall Purpose:

This role is part of the Family Office department, advising Ultra High Net-Worth clients and their families on financial management. Based in Johannesburg, you will support senior advisors, manage multiple projects, build client relationships, and aim to eventually manage your own clients.

Working Relationships:

You will collaborate closely with Relationship Managers, the Family Office, Investment teams, and external contacts like banks, lawyers, and investment managers.

Principal Responsibilities:

• Support a two-person Family Office team for each client
• Develop and maintain long-term client relationships
• Prepare and analyze reports and presentations
• Conduct client meetings, including pre- and post-meeting follow-up
• Assist with structuring trusts and companies
• Liaise with third-party service providers
• Review financial accounts and tax returns
• Manage banking, foreign exchange, and investment portfolios
• Handle client requests and ad-hoc duties

Qualifications and Experience:

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

Skills:

• Proficiency in Microsoft Office
• Strong project management and analytical skills
• Understanding of financial accounts and markets
• Knowledge of trust and corporate structuring

Competencies and Behaviors:

• Effective planning and organization
• Discretion and confidentiality
• Teamwork and communication skills
• Attention to detail and accuracy
• Problem-solving and decision-making abilities
• Client-focused approach
• Technical knowledge and continuous learning
• Proactive and action-oriented
• Business development mindset
• Strong work ethic, dynamic, ambitious

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

Posted Tuesday, August 26, 2025 at 4:00 AM

Junior Client Relationship Manager

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 Cape Town 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 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.

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business growth through excellent client services and proactive engagement with both new and existing clients.

Key Responsibilities:

Client Relationship Management:

• Serve as the main point of contact for clients, facilitating communication between internal teams and the wider Group.
• Act as an escalation point for client concerns and assist in resolving any issues.
• Build and maintain strong client relationships.
• Maintain and update the CRM system, ensuring accurate client information is captured. Advocate for optimal use of the CRM system for all client communications.
• Represent the company at industry events as required.

Business Development Support:

• Assist with preparing presentations for client meetings and pitches, ensuring high-quality deliverables. Strong PowerPoint skills are essential.
• Coordinate with the marketing team to ensure all presentations and proposals adhere to branding guidelines.
• Maintain a library of templates for presentations and proposals.
• Coordinate both virtual (Teams) and in-person meetings, including international meetings.
• Handle the logistics for local and international travel, including flights, accommodations, and meetings for business development and client engagements.
• Organize necessary marketing materials, catering, and other requirements for client meetings.

Executive Support to the CEO:

• Provide comprehensive administrative support to the CEO, including coordinating client engagement activities and business development tasks.
• Filter and respond to client queries and assist with arranging travel, events, and meetings for the CEO.

Team Interaction:

• Execute tasks on behalf of the CEO and represent them on projects and initiatives as needed.
• Provide regular updates to the CEO on project statuses.
• Act as a point of contact in the CEO’s absence, ensuring smooth operations.
• Foster teamwork and uphold company values, ensuring collaboration across divisions and promoting positive morale.
• Identify and implement process improvements to enhance team efficiency.

Ongoing Learning:

• Participate in industry exams to deepen knowledge of the business and better support business development efforts.
• Spend time with various teams to gain insights into workflows and processes, providing valuable feedback to the CEO.

Experience:

• 4-6 years of experience in the investment management or stockbroking industry, with a focus on client services, client engagement, and business development support.
• Advanced proficiency in MS Office, particularly PowerPoint, Excel, and Word.
• Experience working with a CRM system is required.

Qualifications:

• A relevant qualification (ND or Degree in Administration, Finance, or Commerce) is required.

Key Competencies:

• Service-driven with a strong client-centric focus.
• A proactive team player with the ability to work effectively in a team environment.
• Highly organized with excellent time management skills.
• Ownership-driven, reliable, and trustworthy.
• Attention to detail and a focus on accuracy.
• Self-motivated and able to work independently.
• Strong communication skills, both verbal and written.

The Role: Technical Client Relationship Manager

This role focuses on building and maintaining strong client relationships while serving as the technical bridge between customers and the engineering team. You will work closely with clients to understand their operational needs, design workflow solutions, and oversee the implementation and optimisation of their systems. The position requires a blend of technical know-how, strategic thinking, and excellent interpersonal skills.

Key Responsibilities

• Meet with clients to understand and map their operational workflows and business processes

• Design and present customised workflow solutions using project management and collaboration tools

• Collaborate with engineers to develop, adjust, and optimise system builds

• Proactively manage client relationships, ensuring satisfaction and long-term engagement

• Analyse client requirements and translate them into actionable project plans

• Conduct training sessions, workshops, and presentations for client teams

• Monitor system performance and recommend improvements or adjustments

• Support the adoption and integration of platforms, ensuring a smooth user experience

About You

• 5+ years experience in SaaS environments, either client-facing or in operations/project management