Senior Client Manager - Retail Investments Competitive Remuneration Package plus Incentives

Introduction

Note : This opportunity is specifically earmarked for an Employment Equity candidate.

Are you an experienced investment professional with excellent communication skills and a proven ability to build and maintain client relationships? If so, I have an exciting client-facing opportunity available at one of SA’s leading Investment Houses to build and maintain strategic relationships across the retail as well as institutional investment markets.

This role could either be based in Cape Town or Sandton (ideally).

Duties & Responsibilities

• Primary focus - engage with clients with a view on growing market share.
• Liaise with key industry stakeholders such as Multi Managers (FOF’s) and Discretionary Fund Managers (DFM’s).
• Strong relationship and networking focus to accomplish sales targets.
• Understanding the firms’ investment products, services and capabilities.
• Builds and develops a pipeline of prospective clients.
• Ensures compliance with financial services regulations.
• Provides advice and consults on a wide range of products & investments to corporate / institutional clients.
• Successfully develops and leverages CRM system to optimize client engagement.
• Maintains and services existing clients by doing ongoing account management duties including but not limited to due diligences, report backs and client visits.
• Identifies threats to existing accounts and drives appropriate action to retain assets.
• Plays a team role in sales and retention of institutional clients and fulfills reporting processes and business practices for these clients.
• Ensures sales targets are met and existing assets are retained.

Desired Experience & Qualification

Package & Remuneration

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