CapitalActive opening

Premium Client Manager

City of Johannesburg, GautengOn-siteSeniorFound today
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crmfinancial-marketsclient-relationship-management

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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CapitalPremium Client Manager
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