Strategic Client Partner: Wealth & Funds

Iress; Johannesburg; Presencial; ZAR 600 000 - 1 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible work arrangements

Parental leave

Community initiatives

Resumo da oferta

Iress in Johannesburg is seeking a senior client relationship professional to manage strategic accounts across investment management, fund management and private wealth clients. You will build trusted relationships, deliver account plans and drive revenue growth through engagement and product adoption.

The role involves coordinating with cross-functional teams, guiding implementation, and using data/AI tools to enhance client outcomes. Travel to Cape Town is required.

Qualificações

• 5+ years’ experience in financial services with knowledge of investment management, fund management, private wealth or related environment.
• Experience building and managing relationships with professional clients and senior decision makers.
• Understanding of portfolio management processes, financial markets and wealth management technology.
• Experience with account planning, client retention, product adoption, commercial negotiations, forecasting or revenue growth.

Responsabilidades

• Build and maintain trusted relationships with key client contacts, including portfolio managers, fund managers and private wealth professionals.
• Create and deliver account plans that support client retention, product adoption, revenue growth and agreed engagement targets.
• Understand client strategies, business challenges and priorities, then connect them with relevant Iress solutions and expertise.
• Lead value-led account reviews, commercial negotiations, revenue forecasting and opportunities for additional products or services.
• Support clients through product implementation, education and adoption of new functionality and releases.
• Identify and resolve client issues, coordinating with support and specialist teams and escalating complex matters when needed.
• Collaborate with Client Solutions, Product Support, Product, Finance, Business Development and Commercial Operations to deliver strong client outcomes.
• Use data and AI-enabled tools to automate routine work, augment analysis and improve engagement planning, while sharing client insight to improve products and processes.

Conhecimentos

Client relationships

Stakeholder management

Account planning

Commercial negotiations

Forecasting

Data analysis

Formação académica

Bachelor’s degree in Commerce, Finance, Business Administration

Descrição da oferta de emprego

Iress in Johannesburg is seeking a senior client relationship professional to manage strategic accounts across investment management, fund management and private wealth clients. You will build trusted relationships, deliver account plans and drive revenue growth through engagement and product adoption.

The role involves coordinating with cross-functional teams, guiding implementation, and using data/AI tools to enhance client outcomes. Travel to Cape Town is required.