Work Preference
SUMMARY
Overview
Work History
Education
Skills
Interests
Certification
Work Availability
LANGUAGES
Accomplishments
Affiliations
Additional Information
Timeline

JOHAN MEYER

Trentasei PTY LTD
CAPE TOWN
JOHAN MEYER

Work Preference

Job Search Status:

Open to work

Desired Job Title

Client Relationship Specialist

Work Type

Full Time

Location Preference

Remote

Minimum Desired Compensation

R1500000/yr

Important To Me

Company CultureWork from home optionCareer advancement
2
Languages
3
Certification
20
Years of experience

Senior Capital Markets and Institutional Client Professional with over 20 years of experience in proprietary trading, institutional sales, investment advisory, and relationship management. Delivered impactful solutions through deep expertise in equities, listed derivatives, and alternative investments while fostering trusted relationships with institutional investors and high-net-worth clients. Focused on driving revenue growth, enhancing operational performance, and implementing strategic initiatives to align teams and achieve organizational objectives.

Work History

Client Relationships & Business Development

8 Months
Trentasei PTY LTD | 01.2026 - Current

Leverage an established network across high-net-worth individuals, family offices and financial-market professionals to identify potential investment and financial-services opportunities and facilitate appropriate introductions to regulated financial-services providers.

  • Facilitate introductions and referrals to appropriately authorized financial-services providers where specialist investment, advisory or execution services are required.
  • Supported relationship development between prospective clients and financial-services businesses through strategic introductions and ongoing engagement.
  • Maintained active knowledge of financial markets, company developments, and macroeconomic conditions to facilitate informed discussions and strengthen relationship engagement.
  • Develop referral and business-development opportunities through an established professional network while operating within applicable regulatory boundaries.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

Passionate about learning and committed to continual improvement.

  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions, and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.

Investment Relationship Manager

9 Years 11 Months
AG Capital | 01.2016 - 12.2025
  • Managed and retained senior relationships with hedge funds, institutional investors, family offices, professional investors, and high-net-worth clients as primary contact for investment discussions and portfolio implementation. Built trusted long-term relationships, deepened accounts, and identified new business opportunities through consistent engagement and understanding of client objectives.
  • Partnered with hedge fund managers, portfolio managers, and investment advisers to develop investment and execution strategies aligned with portfolio objectives and liquidity requirements. Advised on portfolio positioning, execution strategy, liquidity management, position sizing, hedging, and risk management while executing transactions across equities, ETFs, CFDs, futures, and listed derivatives.
  • Analysed company results, research, and macroeconomic developments to provide actionable investment ideas, market commentary, and portfolio insights. Produced client and execution reports, supported institutional capital-raising presentations, led daily market meetings, supervised trading activity, managed dealing-desk risk oversight, and mentored junior traders.

Proprietary Trader

10 Years 11 Months
AG Capital | 01.2005 - 12.2015
  • Executed proprietary trading strategies across equities, ETFs, CFDs, single-stock futures, index futures and listed derivatives, developing extensive expertise in market structure, liquidity analysis, execution strategy and disciplined risk management. Traded proprietary capital across multiple asset classes, making disciplined decisions within established risk parameters.
  • Developed execution strategies focused on liquidity, volatility, order size, market impact and prevailing conditions, monitoring market depth, order flow, bid-offer spreads and liquidity throughout trading day to adapt decisions. Applied disciplined risk management through position sizing, hedging and portfolio controls.
  • Analysed company results, trading statements, analyst research and macroeconomic developments to identify trading opportunities and assess implications, leading daily market meetings on global markets, earnings, macroeconomic events, portfolio risks and trading opportunities while mentoring junior traders and overseeing operational controls.

Regional Manager

8 Years
Westcon South Africa | 01.1996 - 01.2004
  • Progressed into regional leadership role overseeing commercial performance, strategic client relationships, business development and operations across Cape Town, Durban and Port Elizabeth. Led multidisciplinary teams, enhancing revenue growth and operational performance across multiple branches.
  • Held accountability for sales, operations, budgeting, forecasting, financial management and strategic planning. Developed and executed regional strategies focused on sustainable revenue growth and operational efficiency. Managed key corporate relationships, strengthening accounts and acquiring new business through consultative engagement and commercial negotiation.
  • Led regional teams through coaching, mentoring and performance management, fostering accountability and consistent service standards. Managed financial reporting, cost control and resource allocation while collaborating with executive management to implement strategic initiatives.

Education

Certificate - Gr12

HGH | South Africa | 01-1987

Certificate - Military Officer

South African Defence Force | South Africa | 01-1990

Skills

Client acquisition
Business Development
Relationship Management
Stakeholder Engagement
Institutional Investors
High-net-worth clients
Family Offices
Hedge Fund Managers
Portfolio Managers
Investment Advisory
Investment Solutions
Portfolio strategy
Portfolio Reviews
Asset Allocation
Implementation strategy
Execution Strategy
Risk Management
Liquidity Management
Position Sizing
Hedging
Best Execution
Market Commentary
Trade Ideas
Portfolio Positioning
Client Reporting
Investment Presentations
Bloomberg
Iress
Tradecis
JSE Trading Systems
SAFEX Trading Systems
Client Investment Strategies
Institutional Sales
Leadership
Team Development
Client Advisory Support
Client Engagement Oversight
Risk Oversight
Strategic Planning
Client Relationship Management
Client Service Optimization
Client Satisfaction Tracking
Detail-Oriented Engagement
Trustworthy Relationship Builder
Efficient Client Management
Teamwork and collaboration
Client Solutions Development
Effective Client Coordination
Client Portfolio Organization
Strategic Client Insights
Composed Client Interactions
Clear Client Communication
Engaged Client Listening
Strategic Client Decisions
Client Issue Resolution
Professional Client Relations
Financial Software Proficiency
Adaptable Client Solutions
Client Task Management
Excellent communication
Critical thinking
Organizational skills
Calm under pressure
Active listening
Organizational skills
Decision-making
Problem resolution
Client Engagement Coordination
Time management
Organization and time management
Verbal communication
Problem-solving
Attention to detail
Flexible and adaptable
Multitasking
Multitasking

Interests

SPORT
OUTDOORS
READING

Certification

RE5 Representative Examination, Financial Sector Conduct Authority (FSCA) 2016, Registered Persons Examination – General Securities, Johannesburg Stock Exchange (JSE) 2005, Registered Persons Examination – Derivatives, Johannesburg Stock Exchange (JSE) 2005

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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LANGUAGES

English (Native)
Afrikaans (Native)

Accomplishments

  • Author of “More Than Just Markets” published on Linkedin.
  • Author of “Volatility vs Liquidity” published on Linkedin.
  • Author of “The Great Divergence” published on Linkedin.

Affiliations

  • SAIFM
  • JSE

Additional Information

References available on Request

Timeline

Client Relationships & Business Development

Trentasei PTY LTD
01.2026 - CurrentRead More

Investment Relationship Manager

AG Capital
01.2016 - 12.2025Read More

Proprietary Trader

AG Capital
01.2005 - 12.2015Read More

Regional Manager

Westcon South Africa
01.1996 - 01.2004Read More

HGH

Certificate from Gr12
Read More

South African Defence Force

Certificate from Military Officer
Read More
JOHAN MEYER