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.
What Will You Get In Return:
Skills Required
- 5-10 years of 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.
- Completed FSCA RE5 regulatory exam.
- Strong understanding of financial markets, including FX, indices, equities, commodities, macroeconomic data, market sentiment, and CFD derivative products.
- Excellent verbal and written communication skills.
- 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 while balancing client experience, commercial outcomes, and compliance standards.
- Fluent in English.
- SAIFM or RPE modules, particularly Introduction to Financial Markets, Regulation and Ethics, or Derivatives.
- Additional South African language skills.
What We Do
Capital provides software that enables founders to raise, hold, spend, and send funds all in one place. Capital has evolved its flagship fundraising tool (formerly known as Party Round) to provide founders with banking solutions that streamline their startups.
