À propos de ce poste Premium Client Manager chez Capital
The Premium Client Manager will manage, develop and grow a portfolio of high-value clients in South Africa, giving each one proactive, informed and commercially disciplined support. The role calls for a strong commercial mindset, excellent relationship management skills, sound knowledge of financial markets, and the ability to deliver an exceptional client experience within a regulated environment.
This is a relationship management and commercial client engagement role. It does not involve the provision of financial advice, discretionary portfolio management or personalised investment recommendations.
Responsibilities:
• Proactively identify, source and engage prospective premium clients through appropriate business development activity, referrals, networking, events and approved internal channels.
• Maintain accurate CRM records, including client interactions, follow-ups, pipeline activity and agreed actions.
• Liaise with Compliance, Operations and Customer Support to resolve client matters.
• Willingness and ability to travel regionally, where required, to support client engagement, business development activity and Capital.com events.
Requirements:
• 5–10 years’ experience in client relationship management, business development, premium client service, brokerage, fintech, trading, wealth management, or a related financial-services environment.
• Bachelor's degree in Finance, Economics, Commerce, Investment Management, or a related field.
• FSCA RE5 regulatory exam completed.
• Strong understanding of financial markets, including FX, indices, equities, commodities, macroeconomic data, market sentiment and derivative products such as CFDs.
• Excellent verbal and written communication skills, with the ability to engage confidently and professionally with sophisticated clients.
• Demonstrated ability to acquire new clients and build long-term client relationships.
• Experience attending or supporting client events, seminars, webinars, exhibitions or business development roadshows.
• Ability to work effectively in a fast-paced, regulated environment where client experience, commercial outcomes and compliance standards must be balanced.
• Fluent in English.
Advantageous To Have:
• SAIFM / RPE modules, particularly Introduction to Financial Markets, Regulation and Ethics, or Derivatives
• Additional South African language skills would be beneficial but are not essential.
Local Market Knowledge:
• Understanding of the South African financial services regulatory environment, retail investor behaviour and conduct expectations.
• Awareness of FSCA expectations for financial promotions, fair client communication and conduct risk in financial services.
