Client Relations Specialist (Asset Management)

Strategic Personnel; South Africa; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic Client Relations specialist to enhance client engagement in the investment management sector. This role involves building trusted relationships, providing expert training on custom IT systems, and collaborating with various teams to resolve client concerns. The ideal candidate will possess a BCom (Honours) in Investment Management and have a strong background in client relations. Join a forward-thinking company where your contributions will significantly impact client satisfaction and business growth.

Benefits

Performance bonus

Qualifications

• Minimum 1-2 years client relations experience in Asset Management.
• Strong academic background and excellent communication skills.

Responsibilities

• Develop trusted relationships with clients and provide expert training.
• Record client feedback to improve overall client experience.

Skills

Asset management

Investment management

Relationship management

Client relations

Education

BCom (Honours) in Investment Management

Post Grad in Financial Planning

Job description

Highly successful investment management company with operations locally and internationally seeks a dynamic Client Relations specialist with relevant client relations experience within Investment management / Asset Management / Unit trust management
Highly successful, international investment management company seeks a dynamic Client Relations specialist with relevant client relations experience in Investment management / asset management / Unit Trust Management

This is an AA position, and the candidate must have completed BCom (Honours) (Investment Management) and minimum 1-2 years client relations experience within an Asset Management / Investment firm / Financial planning. Post Grad in Financial planning is an advantage.

Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important.

Your duties will include:

• Develop trusted relationships with clients and becoming an expert resource
• Provide expert initial and ongoing training on their custom IT system
• Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
• Manage and leverage internal resources to meet deliverables
• Proactively cultivate relations and be prepared to engage socially where beneficial
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
• Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients’ concerns
• Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
• Strategic and creative thinking to suggest improvements to productivity, service quality and processes
• Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
• Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
• Assist with ad hoc inter-function projects as required

Only shortlisted candidates will be contacted. If you have not heard from us by the start of May 2025, please consider your application unsuccessful.

Desired Skills:

• Asset management
• Investment management
• Relationship management
• client relations

Employer & Job Benefits:

• + performance bonus