45 Junior Client Relationship Manager jobs in South Africa

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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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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

Investment Client Relationship Manager - CA(SA)
Area: Cape Town CBD (hybrid)
Salary: Market related

Headline:
Are you a rare CA(SA) who combines sharp analytical skills with a natural flair for building relationships?

Is this you?
You're a qualified CA(SA) with 1-2 years of post-articles experience, eager to grow your expertise in advising Ultra High Net Worth individuals and their families. You have strong project management skills, can handle multiple tasks efficiently, and have sharp analytical abilities. You're driven by delivering excellence and ensuring that every client receives the highest standard of service. With a high level of professionalism, you're discreet, client-oriented, and skilled at building long-term relationships. Your communication skills are top-notch, and you thrive in a team environment while maintaining autonomy in your responsibilities.

What you'll be doing (and why you'll enjoy it)
In this role, you'll be part of a dynamic team supporting experienced Directors in the Family Office division. You'll help manage financial affairs for Ultra High Net Worth families, building trusted relationships as their primary point of contact over time. You'll prepare and analyse reports, participate in client meetings, and oversee trust and company structures. You'll liaise with third-party service providers, manage cash flows, and assist with foreign exchange and investment transactions. This is a role that promises variety, responsibility, and the opportunity to grow your client management expertise while working closely with a highly experienced advisory team.

Where you'll be doing it
Our client is a leading global wealth management company that prides itself on its ability to deliver personalised services to Ultra High Net Worth families. With a rich history spanning decades, they've earned a reputation for excellence in managing clients' financial, legal, and lifestyle affairs. The culture is collaborative and professional, focused on delivering the highest standards of client service while fostering an environment where employees are encouraged to grow and thrive. You'll be based in beautiful offices in Cape Town CBD with the option to work hybrid after your probation period.

What you'll need
You need to be a qualified CA(SA) ideally with 1-2 years of post-articles experience. A strong grasp of financial accounts, project management, and analytical skills are essential, along with knowledge of corporate and trust structuring. You're proficient in Microsoft Office and have a foundational understanding of financial markets and investment management. Only candidates currently residing in Cape Town can be considered.

What you'll get
In return, you'll be part of a prestigious firm that values its employees and invests in their long-term development. You'll work in a professional yet supportive environment with a competitive market-related salary. The team is fun and driven and do a lot to support one another. This is your chance to grow your career while making a meaningful impact on the financial management of Ultra High Net Worth clients.

How to apply

For a confidential discussion please contact Claudette Du Preez on (Phone Number Removed); or send your CV to c (dot) (Email Address Removed)

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• chartered accountant

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level & Accreditations:

• Honours
• South African Institute of Chartered Accountant

Are you a relationship-driven professional with a knack for unlocking opportunities and growing strategic accounts? We’re partnering with a leading financial services player to find a Senior Client Relationship Manager (Strategic Accounts) who will take the reins of key client portfolios and drive revenue growth through exceptional relationship and account management.

What You’ll Be Doing:

• Manage and grow a portfolio of key, high-value client and intermediary relationships.
• Build trusted partnerships across multiple platforms – ensuring loyalty, satisfaction, and profitability.
• Create tailored strategies that align with both client needs and business objectives.
• Lead internal cross-functional teams to deliver best-in-class solutions and client service.
• Stay close to the action—gather insights, identify new opportunities, and grow your impact in insurance, public sector, mining, and industrial sectors.
• Ensure CRM and partner engagement processes are running smoothly and efficiently.

What You’ll Bring:

• A Bachelor’s Degree in Business, Economics, or a related field (Postgrad is a bonus).
• 6+ years of strategic account management or relationship development experience.
• Deep knowledge of the financial services landscape, with experience working with local government, mining, or industrial clients being a strong plus.
• You’re a natural connector, strong negotiator, and solutions thinker.
• Proficiency with CRM platforms and a sharp eye for data and opportunity.

What’s In It for You:

• Access to a hybrid work model—balance your time between home and the office.
• A collaborative, high-performance culture that values innovation and teamwork.
• Competitive salary, benefits, and the opportunity to lead strategic growth initiatives.

Location: Johannesburg | Sector: Financial Services | Type: Permanent | Level: Mid-Senior | Market-related package + benefits + hybrid work model

If you’re a relationship leader with a passion for growth, we want to hear from you! Apply now or send your CV to with the subject: Senior Client Relationship Manager – Financial Services. (Reference SCRM_GP)

Apply now »

Date: 14 Aug 2025

Location: Centurion, Gauteng, ZA

Company: BCXP

Business unit, Department, Reporting

Business Unit CCO Department Public Sector Reports to ME Sales Account Management Job Grade/Level S5

Core Description

Responsible for the management of the full sales cycle for defined vertical and customer base. Accountable to achieve or exceed the full revenue target. MUST HAVE EXPERIENCE IN PUBLIC SECTOR

Key Deliverables / Primary Functions

• Develop, review, communicate and monitor an effective client strategy as per the MSA methodology
• Design and execute on the account plan.
• Effectively manage the sales activities to meet agreed targets and corporate objectives within the agreed budgets
• Manage accounts by monitoring the level of client satisfaction at regular intervals or after each significant delivery of a product or service
• Drive a culture of accountability, management by objectives, and build a high-performance team driven by customer satisfaction
• Network and collaborate with colleagues to sell new enterprise solutions to existing clients to achieve growth targets.
• Ensure data quality and integrity on Salesforce is kept at the agreed levels.
  
  

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Responsible for the management of the full sales cycle for defined vertical and customer base. Accountable to achieve or exceed the full revenue target. MUST HAVE EXPERIENCE IN PUBLIC SECTOR

• Develop, review, communicate and monitor an effective client strategy as per the MSA methodology
• Design and execute on the account plan.
• Effectively manage the sales activities to meet agreed targets and corporate objectives within the agreed budgets
• Manage accounts by monitoring the level of client satisfaction at regular intervals or after each significant delivery of a product or service
• Drive a culture of accountability, management by objectives, and build a high-performance team driven by customer satisfaction
• Network and collaborate with colleagues to sell new enterprise solutions to existing clients to achieve growth targets.
• Ensure data quality and integrity on Salesforce is kept at the agreed levels.

Account Planning & Management

Customer Focus

Relationship Building

Sales Strategy

Job Match

Persuading and Influencing

Presenting and Communicating information

Relating and Networking

NQF 6: 3 year Degree/ Diploma/ National Diploma in IT/Engineering or Sales/Marketing

OR NQF 4: Grade 12

Minimum of 5 years’ ICT experience in Account Management Role

Or

Minimum of 7 years’ ICT experience in Account Management Role

Level of engagement Engagement will all levels within the organisation, internal and external to the business.

Span of Control 0

Valid Drivers license

Required to travel locally and/or internationally

• Manage day-to-day lodge operations, including guest services, housekeeping, F&B, and maintenance.
• Lead, train, and motivate the lodge team to deliver exceptional hospitality.
• Maintain high standards of service, quality, and safety throughout the lodge.
• Develop and implement sales strategies to maximise occupancy and revenue.
• Build and maintain strong relationships with guests, travel partners, and key clients.
• Monitor budgets, control costs, and optimise resource utilisation.
• Ensure compliance with health, safety, and brand standards.

• Matric; Hospitality qualification preferred.
• Minimum 5 years experience in lodge management or similar luxury hospitality role.
• Proven sales management experience is a strong advantage.
• Strong leadership, communication, and organisational skills.
• Ability to multitask and perform under pressure.
• Valid RSA ID and Drivers Licence required.