Client Relationship Manager (Retail Investments)

SUMMARY:
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POSITION INFO:

Overview:

Our client, a leading dynamic Asset Manager, is looking for an exceptional individual to join their Retail Investment Services Team in the capacity of a Client Relationship Manager (CRM).

Responsibilities:

• Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLAs and in accordance with servicing standards
• Discuss and explain all funds, products and services offered, as well as all operational processes and requirements
• Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents pertaining to FICA and FAIS
• Own and manage every client/IFA interaction from start to end and provide feedback in the format requested by the client/IFA within SLAs
• Effectively manage personal queues - ‘Today’s Work Today’ (TWT principle)
• Attend to and refer all escalated queries to the departments responsible, follow up on feedback and manage client/IFA expectations
• Eliminate and de-escalate any occurrences of client/IFA dissatisfaction
• Ensure client/IFA satisfaction and retention through proactive and targeted servicing and relationship building efforts
• Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients/IFAs
• Maintain good internal department relationships to ensure that you get the maximum support and collaboration
• Partner with the relevant Business Development Executive (BDE) to ensure holistic and effective FSP support
• Maintain a healthy team spirit by proactively communicating with and assisting peers where needed

Requirements:

• BCom or equivalent undergraduate degree/diploma is preferable
• At least 3 years’ experience in Client and IFA Servicing within Investment/Financial Services
• Experience in the Linked Investment Service Provider (LISP) administration environment is preferable
• Experience in the following Financial Services industries is an advantage:
  • LISP
  • Collective Investment Schemes
  • Retirement Funds
  • Linked Life Companies (Just Life)
  • Exchange Traded Funds (ETFs)
• Advanced Excel skills

Core Competencies Required:

• Strong organisational skills – a passion for getting things done quickly and accurately
• Ability to prioritise and function positively under pressure
• Ability to deal with complexity
• Innovative with strong problem-solving capability
• Exceptional interpersonal skills
• Self-motivated and proactive
• Strong conversational and writing aptitude
• Ability to work both within a team and individually
• Be a self-starter and must be proactive in taking ownership for your own learning and career development
• Be tactful, professional and maintain a positive personal brand
• Ability to manage multiple projects while prioritizing work assignments

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