Represent and enhance confidence in the brand through building strong client and stakeholder relationships and networks which will result in increased AUM.Entail mobilising teams across the business to meet client needs
Influencing product development
Identifying and converting client and market needs into business opportunities for the organisation
Formulate and implement strategies for a portfolio of existing clients
Developing strategic plans to retain and grow a portfolio of existing institutional clients.
Regular investment report backs and presentations to Boards of Trustees and Investment Committees of Funds
Demonstrate an understanding of client journey, industry, environment, investment complexity & strategy to identify mutually beneficial solutions for clients and our Client.
Proactive approach to the development of effective solutions and consultative sales processes to ensure that clients’ needs are accurately met.
Evaluation and identifying of growth opportunities as a result of changes in client investment strategies.
Market analysis, evaluation and identifying growth opportunities as a result of changes in the markets.
Competitor analysis and organisation positioning.
Management of key Stakeholder relationships.
Mobilise the relevant teams in the organisation to achieve Net Client Cash Flow (NCCF) targets.
Fee negotiations with consultants and clients and ensuring commerciality of the business.
Facilitate the development and maintenance of a sustainable new business pipeline from existing clients.
Manage and oversee a client retention and growth strategy:
Manage business at risk by facilitating plans and activities to retain and convert business to build loyalty.
Investigate and understand client challenges and articulate courses of action to a variety of stakeholders across different functional areas to solve and assist with.
Develop a client centric communication plan, providing regular client feedback.
Facilitate problem solution across organisational boundaries.
Deal with client queries or complaints and resolves issues to completion.
Monitoring consultant and client satisfaction with existing clients to ensure service delivery and client retention.
Ensuring the Client Relationship Management (CRM) system is being used effectively and provides a competitive advantage.
Relationship marketing, client engagement and brand building.
Develop tactical strategies to grow strong and enduring relationships with existing clients.
Use educational opportunities optimally in order to strengthen relationships with clients.
Give direction regarding client event strategies, hosting events, and networking to grow new business from existing clients.
Promote the Client brand and image by networking with key industry stakeholders.
Working closely with the marketing team to devise marketing materials and tools to support new business activities.
BCom degree or equivalent
CFA will be an advantage
Extensive experience in a financial services (experience in an asset management environment is preferable)
Good understanding of or experience in the environment of financial planning, investment consulting, employee benefits consulting and multi-management.
Good understanding of and experience in unlisted and alternative assets such as private equity, corporate credit, direct property and renewable assets
Experience in client relationship management, marketing, client services
10 years experience in the financial services industry, preferably asset management
Ability to work collaboratively
Strategic thinking and planning
Tolerance for ambiguity
Deciding and initiating action
Fostering collaboration and teamwork
Gaining commitment (persuading, negotiating and mobilising others)
Guilding and maintaining relationships
Valuing diversity and difference
Gaining commitment (persuading and negotiating)
Effective written, verbal and presentation skills
Demonstrating ethics and integrity
Displaying drive and purpose
Resilience and adaptability
Working across teams
Good planning and organising skills
Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the businessPlease note that only shortlisted candidates will be contacted.Should you not have heard back within a two-week period, please assume that your application was unsuccessful.All job postings are in accordance with our Client's BEE requirements.Please only send certificates when requested to do so