Client Relations Specialist x2 at Public Investment Corporation

Purpose of the role:

• Responsible to execute an all-inclusive Client Relations Strategy aligned to the PIC Corporate, Investment Strategies and client mandates. The incumbent shall be responsible for enhancing and implementing Policies and Procedures required to deliver exceptional Client Services.
• To ensure Client Relations services are offered accurately, timeously and in accordance with Client requirements. To drive and facilitate the compilation of quarterly and ad-hoc Client Reports and responses to Client requests/concerns.

Requirements:

• Bachelor’s Degree in Finance/Investment.
• 2 - 5 years of relevant experience.
• Investment / Finance experience.
• In - depth knowledge of investments is an advantage.
• RE 5 for Representatives preferable.
• FAIS/ FICA knowledge.

Duties:

• Building and maintaining a sound relationship with clients;
• Managing a portfolio of PIC clients nationally;
• Ensure accurate investment/portfolio reporting to clients (monthly and quarterly);
• Ensure client queries are resolved within the client Service Level Agreements;
• Preparing client presentations (PowerPoint, Excel, Word);
• Continuous involvement with existing & new clients to expand business;
• Ensuring client queries are resolved within the client Service Level Agreements;
• Ensuring that all client data and information is 100% correct before the submissions (Reconciliation process completed within SLA’s);
• Conducting Client satisfaction surveys;
• Preparation of reports on all client matters to the various board sub-committees; and
• Managing and maintaining of Client information (Including regulatory requirements, e.g. FICA).

Competencies and skills:

• Inter-personal relations.
• Communication skills (oral and written).
• Planning and managing resources.
• Customer focus.
• Presentation skills.
• Business Acumen.
• Proactive thinking.
• Attention to detail.

Closing Date: 11 March 2026