Premium Client Manager
capital · City of Johannesburg, Gauteng
About The Role
<Capital.com> is a global trading and investing platform operating across regulated markets worldwide. <Capital.com> South Africa is an Authorised Financial Services Provider and an FSCA-approved Over-the-Counter Derivative Provider.
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:
- Maintain a strong understanding of market developments, competitor activity and <Capital.com>’s full product suite across all relevant revenue streams.
- Support client engagement and retention through consistent communication, strong product knowledge and a clear understanding of <Capital.com>’s services.
- 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.
What Will You Get In Return:
**• Competitive Salary:**We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.
**• Work-Life Harmony:**Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid
**• Generous Time Off:**Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.
**• Employee Referral Program:**Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team.
**• Comprehensive Health & Pension Benefits:**From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks!
**• Workation Wonderland:**Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!
**• Volunteer Days:**Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.
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