Senior Client Manager - Retail Investments Competitive Remuneration Package Plus Incentives

Efficient Frontier Recruitment; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An established industry player is seeking an experienced investment professional to join their dynamic team. This exciting client-facing role focuses on building and maintaining strategic relationships within the retail and institutional investment markets. The ideal candidate will have a strong background in sales and client relationship management, with a proven track record of achieving sales targets. You will work closely with key stakeholders, providing expert advice on a range of investment products while ensuring compliance with regulations. If you are passionate about investments and thrive in a client-centric environment, this opportunity is perfect for you.

Qualifications

• 5+ years of investment industry experience in business development/sales.
• Exceptional relationship building and sales capability.

Responsibilities

• Engage with clients to grow market share and maintain relationships.
• Ensure compliance with financial services regulations.

Skills

Client Relationship Management

Sales Capability

Communication Skills

Networking

Investment Knowledge

Education

Tertiary finance/investment qualification

CFA

Tools

CRM system

Job description

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

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

Desired Experience & Qualification

1. A relevant tertiary finance / investment qualification.
2. CFA strongly preferred.
3. FAIS Compliant.
4. At least 5 years investment industry experience (ideally spanning both the retail market and the institutional market), ideally in a business development / sales role.
5. Exceptional sales capability (demonstrable).
6. Exceptional relationship building, growing and retention capability (demonstrable).
7. Highly technical understanding and application of investment capabilities (demonstrable).
8. Excellent communication skills (both written and presentation skills) and comfortable interacting with clients.
9. Team player with a positive attitude.
10. Regrettably, only SA citizens will be considered.

Package & Remuneration