Premium Client Manager

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.

 

• 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.

• 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.