Client Relationship Specialist - Investment Management

About the role

Iress, a technology company serving financial services, is hiring a Client Relationship Specialist for its Investment Management practice, based in Johannesburg with regular travel to Cape Town. The role builds trusted relationships with investment management, fund management and private wealth clients, helps them get measurable value from Iress solutions, and contributes to retention, account growth and revenue.

Key responsibilities

• Build and maintain relationships with key client contacts such as portfolio managers, fund managers and private wealth professionals.
• Create and deliver account plans supporting retention, product adoption, revenue growth and agreed engagement targets.
• Understand client strategies and priorities and connect them with relevant Iress solutions and expertise.
• Lead account reviews, commercial negotiations, revenue forecasting and opportunities for additional products or services.
• Support clients through product implementation, education and adoption of new releases.
• Resolve client issues, coordinate with support and specialist teams and escalate complex matters when needed.
• Collaborate with Client Solutions, Product Support, Product, Finance, Business Development and Commercial Operations.
• Use data and AI-enabled tools to automate routine work, improve analysis and share client insight to improve products and processes.

Required profile

• At least five years' experience in financial services, with knowledge of investment management, fund management, private wealth or a related environment.
• Experience building relationships with professional clients and senior decision makers.
• Bachelor's degree in Commerce, Finance, Business Administration or a related field.
• Professional certification such as CFA, CFP or an equivalent is beneficial.

Required skills

• Understanding of portfolio management processes, financial markets and wealth management technology.
• Account planning, client retention, product adoption, commercial negotiations, forecasting or revenue growth.
• Client relationship management, strategic account planning, consultative selling and problem solving.
• Digital mindset: using digital and AI-enabled tools to improve productivity and insight.

What we offer

• Flexible ways of working.
• Long weekends and generous parental leave.
• Opportunities to take part in local community initiatives.