Client Retention Agent

Recruiter

Conova Recruitment

Job Ref

CPT000571/Sarah

Date posted

Tuesday, July 21, 2026

Location

Cape Town, South Africa

SUMMARY

About Our Client

Our client is a fast-growing fintech company delivering innovative financial solutions in a dynamic and technology-driven environment. With offices across multiple countries, we rely on reliable communication systems and efficient IT operations to support our business growth.

About The Role

Our client is seeking a driven and client-focused Retention Agent to build and maintain strong client relationships, increase trading activity, and deliver exceptional customer service. This role is ideal for someone with forex industry experience who thrives in a target-driven environment and is passionate about client engagement and long-term account growth.

POSITION INFO

Key Responsibilities Generating and developing trading volume from new clients Ensure responsible trading and compliance to all regulations and company policies Provide training to clients on the use of the Company platform and deposit process Successfully present products by utilizing effective sales and persuasion skills in addition to solid product knowledge and compliance regulations Ensure all information on new activations are completed accurately Ensure the constant flow of business to the department Complete special projects, and miscellaneous duties as requested by Management Requirements RE5 Certification (advantageous) 2+ years of works experience in Forex industry and same position or related Fluent in English (both written and oral) Self-motivated and target driven Proactive in daily tasks, positive personality The desire to work for result Excellent negotiation skills Outstanding communication and interpersonal skills Dynamic and innovative Self-motivated and target oriented Strong computer literacy Eligible to work in South Africa Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.