ASSET MANAGEMENT: CLIENT SERVICES MANAGER | CAPE TOWN

 

Recruiter:

The Recruitment Council

Job Ref:

ASSET MANAGEMENT: CL..

Date posted:

Monday, October 24, 2022

Location:

CapeTown, South Africa

Salary:

Yearly Salary


JOB SUMMARY:
ASSET MANAGEMENT: CLIENT SERVICES MANAGER | CAPE TOWN

JOB DESCRIPTION:

The Purpose of this role is to deliver a bespoke digital service experience to independent financial advisors with key outcomes of increased acquisition and retention of assets across product types and grow the company’s investments brand. A strong focus on growing and deepening relationships with financial advisors and their assistants through product administration, regulatory/tax support, digital engagement and training, key to the success of this role is the ability to build strong collaborative relationships with key clients and stakeholders, ability to innovate and constantly improve and a bias for action.

The successful candidate would need to have a sound technical understanding of Collective Investment Schemes, Retirement and Life products and the relevant regulatory framework applicable.

Job Responsibilities:

- Deliver excellence on service standards that are relevant to the client segment

- Build strong strategic relationships between the Client Service Team, Business Development Managers, and other stakeholders.

- Create, embed, and maintain a strong client service ethos/culture in the team.

- Develop innovative solutions through collaboration with operational departments to address client needs/pain points.

- Build and utilise feedback from clients to improve the client journey and experience by initiating process and systems improvements

- Build client confidence that deviations will be resolved and minimise deviations by analysing relevant reports to identify trends and highlight process improvement opportunities for relevant stakeholders.

- Ensure efficient utilisation of resources and processes while managing risk appropriately

- Build and deepen relationships with key financial planning offices (planners and personnel) through training and social events

- Develop and implement a relevant digital servicing capability and model for financial planning businesses

Adhere to, and ensure team adheres to, relevant process documents for all activities.

- Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes. Follow the recruitment process when recruiting talent.

Essential Qualifications - NQF Level:

Matric / Grade 12 / National Senior Certificate

Professional Qualifications/Honour’s Degree

Qualification & Experience Level

8 years experience in an Asset Management environment

3 - 5 years experience as a Client Services Manager role

Postgraduate diploma in Financial Planning (Preferred)

How to Apply: Reference job title, attach CV, matric, other qualifications and ID and send to

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Investment Fund Operations Team Leader - CA(SA) - Asset Management
Location: Cape Town
Salary:
71 days ago


Head of Finance
Location: Capetown
Salary: Market-related
Drive financial leadership within a growing renewable energy and infrastructure portfolio
Today


Wealth Advisor
Location: Capetown
Salary: Market-related
Wealth Advisor
Today


IT Infrastructure Manager
Location: Cape Town
Salary: Market Related Monthly
Job Description:The Infrastructure manager is responsible for the strategic planning, implementation, and operationalmanagement of our client hybrid IT infrastructure. This includes on-premises and cloud environmentsenabled by Microsoft Azure, HP and Aruba networking equipment, HP servers and SAN storage,Windows and Linux operating systems, and SQL Server databases. The role ensures high availabil...
Today


Company Secretary
Location: Cape Town
Salary:
1 day ago


Fund Operations Specialist
Location: Cape Town
Salary: Market related
Reputable investment house's fund operations team seeks a qualified CA(SA) candidate with to join a
1 day ago


Accountant
Location: Stellenbosch
Salary: 800 000 Annually
If you’re an Accountant who thrives on insight, strategy and continuous improvement — not just ticking boxes — this is your opportunity to step into a role where your work directly shapes performance, profitability and growth.
3 days ago


Client Services & Operations Support Officer
Location: Capetown
Salary: Market Related
client services & Operations Support Officer
7 days ago


Senior Accountant
Location: Cape Town
Salary: 480000 Annually
Lead High-Impact Public Sector Finance Projects (2-3 years contract role).
8 days ago


Business Development Officer
Location: Cape Town
Salary:
Business Development Officer | cape town
8 days ago


Create a free job alert for ASSET MANAGEMENT: CLIENT SERVICES MANAGER | CAPE TOWN in CapeTown

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions