Premium Client Manager
Core
Manage, develop, and grow a portfolio of high-value clients in South Africa, providing proactive, informed, and commercially disciplined support within a regulated environment.
Role type
Senior IC client relationship manager (financial services)
Builds
Client retention and acquisition for a global trading and investing platform
Domain
Financial services / Trading / Fintech
Deliverable
client delivery
Required skills
Client relationship management, business development, financial market knowledge (FX, indices, equities, commodities, derivatives), CRM management, regulatory compliance awareness, regional travel
Preferred skills
SAIFM / RPE modules, South African language skills, local market knowledge of South African financial services regulatory environment
Technologies
CRM systems
Responsibilities
Maintain understanding of market developments and competitor activity; Support client engagement and retention through consistent communication; Proactively identify and source prospective premium clients; Maintain accurate CRM records; Liaise with Compliance, Operations, and Customer Support to resolve client matters
Seniority
Senior, hands-on IC
