Client Relationship Specialist Jobs in Johannesburg

An experienced Client Relationship Specialist, also described as a paraplanner, is wanted for a permanent role in Johannesburg, advertised through Status Staffing. The role supports a Wealth Specialist’s team in Melrose North, looking after private wealth clients and making sure their reviews, documents and day-to-day needs are handled to a high standard. It runs Monday to Friday from 08:00 to 17:00 and starts as soon as possible.

About the company and the work

The position is advertised by Status Staffing, a Western Cape-based boutique staffing agency, on behalf of its client. The client’s team works in private wealth management, serving high-net-worth and ultra-high-net-worth clients with investment advice and financial and estate planning. The Client Relationship Specialist works inside an allocated Wealth Specialist’s team, keeping client relationships strong and the team’s administration, reconciliations and compliance work in order.

Role details and duties

• Service existing clients within an allocated Wealth Specialist’s team to a high standard.
• Build and maintain trust-based relationships with private wealth clients.
• Understand client needs and provide suitable product and service solutions.
• Conduct client reviews, assess portfolios, identify needs and make recommendations.
• Contribute to monthly Funds Under Management targets as part of the team.
• Attend to client queries and requests promptly and professionally.
• Handle, maintain and track all leads received by the Wealth Specialist team.
• Maintain, reconcile and submit daily reconciliation templates and team reports.
• Carry out client liaison in line with company standards.
• Make full and effective use of the CRM system (XPlan).
• Schedule and confirm appointments for the Wealth Specialist.
• Review deal packs and will applications for completeness and accuracy.
• Help resolve outstanding requirements so deals can be completed.
• Develop a thorough understanding of the company’s product offerings.
• Comply with FSCA and FAIS Act guidelines.
• Carry out comprehensive FAIS-compliant client reviews, including a full needs analysis.
• Meet performance targets and deliverables.

Requirements

• 5 to 10 years of experience as a Private Client Wealth or Relationship Manager.
• Experience with high-net-worth and ultra-high-net-worth clients in investment advisory, financial and estate planning.
• Grade 12.
• A recognised FSCA-approved tertiary qualification.
• A Postgraduate Diploma in Financial Planning will be advantageous.
• RE5 certification required.
• A valid FSP licence, including Category 1.
• Proficient in Microsoft Office, computer literate and tech savvy.
• A valid driver’s licence.
• Fluent in English and Afrikaans.
• Knowledge of financial markets and economic awareness, both local and global.
• Experience with client needs analysis and risk profiling tools.
• Business acumen, market and competitor awareness, and sales and relationship management and interpersonal skills.
• Technical and computer proficiency.

Where to find and apply safely

This opportunity is listed on Careers24, and the Apply button on this page links to the original listing. Apply only through that listing, and be cautious of anyone who asks for payment in exchange for a job. The original advert states that applications close on 27 November 2026, and that if you do not hear back within 10 working days, you should consider your application unsuccessful.

Practical tips

• Lead with your private wealth experience and the types of clients you have served.
• Highlight your RE5 certification, FSP licence and FSCA-approved qualification.
• Show examples of running compliant client reviews, needs analyses and risk profiling.
• Mention your XPlan or CRM experience and your fluency in English and Afrikaans.

How the process works

Use the Apply button to reach the original Careers24 listing and follow its application instructions. Applications are made through Status Staffing’s process, and the advert notes a 10-working-day response window.

Important information

This page is informational only. It summarises a third-party job advert and does not guarantee employment. Always confirm the details in the original advert before applying.

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