Derick
Client Relationship Manager at Sygnia Asset Management
Location: Cape Town
Job Type: Permanent
Closing Date: 15 May 2026
About the Company
Sygnia Asset Management is an innovative South African FinTech company listed on the main board of the JSE. The company provides a broad range of financial solutions and investment services to both institutional and retail clients.
Its services include:
- Asset management
- Stockbroking
- Investment administration
- Savings and retirement products
- Exchange Traded Funds (ETFs)
- Linked investment solutions
The organisation is known for combining advanced technology platforms with modern financial services to deliver efficient and innovative investment solutions.
About the Opportunity
Sygnia Asset Management is seeking an experienced and service-driven Client Relationship Manager (CRM) to join its Retail Investment Services Team in Cape Town.
This role is suited for a highly organised and client-focused professional with experience in financial services and investment administration. The successful candidate will work closely with clients, Independent Financial Advisers (IFAs), and internal teams to provide exceptional service and maintain strong long-term relationships.
Main Purpose of the Role
The Client Relationship Manager will be responsible for:
- Managing relationships with clients and IFAs
- Providing support on investment products and services
- Handling client queries and escalations
- Ensuring high-quality service delivery within SLA timelines
- Supporting client retention and satisfaction
- Managing operational processes related to investments and administration
The role requires a proactive individual who can work under pressure while maintaining excellent customer service standards.
Key Responsibilities
Client and Adviser Support
The successful candidate will:
- Engage with clients, IFAs, and support staff
- Explain Sygnia products, funds, and services
- Provide assistance with operational processes and documentation
- Educate clients on systems, portals, and procedures
Relationship Management
Responsibilities include:
- Managing client interactions from start to finish
- Building strong long-term relationships
- Ensuring client satisfaction and retention
- Resolving and de-escalating client concerns
Operational and Administrative Duties
The CRM will also:
- Manage personal work queues effectively
- Follow the “Today’s Work Today” principle
- Escalate complex queries where necessary
- Follow up on outstanding matters
- Collaborate with internal departments and Business Development Executives
Minimum Qualifications and Experience
Applicants should have:
- BCom degree or equivalent qualification (preferred)
- Minimum 3 years’ experience in client and IFA servicing within financial services
- Experience in investment administration environments
Advantageous Industry Experience
Experience in the following sectors will be beneficial:
- Linked Investment Service Provider (LISP)
- Collective Investment Schemes
- Retirement Funds
- Linked Life Companies
- Exchange Traded Funds (ETFs)
Technical Skills Required
The ideal candidate should have:
- Advanced Microsoft Excel skills
- Strong understanding of financial services processes
- Knowledge of FICA and FAIS requirements
- Ability to manage multiple projects and priorities
Competencies and Personal Attributes
The successful candidate should demonstrate:
Client Service Excellence
- Strong customer service orientation
- Excellent communication skills
- Professional and tactful interaction abilities
Organisational Skills
- Strong attention to detail
- Excellent time management
- Ability to prioritise tasks effectively
Problem-Solving and Initiative
- Innovative thinking
- Strong analytical abilities
- Ability to work independently and within teams
- Proactive learning mindset
Interpersonal Skills
- Strong relationship-building abilities
- Positive attitude and team spirit
- Ability to work well under pressure
Why Join Sygnia Asset Management?
This opportunity offers exposure to one of South Africa’s leading FinTech and investment companies.
Benefits include:
- Career growth opportunities in financial services
- Exposure to modern investment platforms
- Collaborative and innovative work environment
- Experience working with investment professionals and IFAs
- Long-term professional development opportunities
Important Notice
If applicants do not receive feedback within 14 days after submitting their application, they should consider their application unsuccessful.
Sygnia Asset Management states that personal information shared during the recruitment process will only be used for recruitment-related purposes.
