Premium Client Manager

Your tasks

• 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 we offer

• 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.