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Johannesburg: Client Relations Specialist (Investment Management)

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Job Description

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience where you have dealt and engaged with Financial Advisors within an Asset Management / Investment Management / Wealth planning company. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important. Your duties will include: Develop trusted relationships with clients and becoming an expert resource Provide expert initial and ongoing training on their custom IT system Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company. Manage and leverage internal resources to meet deliverables Proactively cultivate relations and be prepared to engage socially where beneficial Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required) Strategic and creative thinking to suggest improvements to productivity, service quality and processes Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry. Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by late February 2026, please consider your application unsuccessful.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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