Platform Relationship Manager

2 weeks ago

Cape Town, Western Cape, South Africa Supreme Placements Full time

Qualifications, Experience and Knowledge

  • Related Tertiary Qualification(s)
  • BCom Economics / Investment Management / Finance.
  • Minimum of 5 years' retail investment experience that include clientfacing responsibilities.
  • CFP accreditation would be an advantage

Minimum Requirements

  • Knowledge of the South African Investment Industry, including Linked Investment Service Providers (LISPs) and unit trusts.
  • Indepth knowledge of the asset management industry, DFM market and IFA business models.
  • Good understanding/knowledge of the various distribution channels, financial advisors and investment markets.
  • Good understanding of the investment industry, investment products and structures.
  • Excellent verbal and written communication skills are essential.
  • Strong numerical skills.
  • Full computer literacy with competency on the MS Office suite.
  • Strong presentation skills, ability to present to clients as well as direct investors.
  • Must be able to build and maintain client relationships.
  • Strong communication, presentation, writing and influencing skills.

Duties & Responsibilities

  • Responsible for the strategic management of business relationships with all asset managers with funds offered as part of our local and international platforms. This includes both the existing and potential new asset managers.
  • Ongoing sharing of the Wealth strategy with asset managers and responsible to maximise opportunities for all stakeholders. Sharing feedback and industryrelevant information back into the Wealth proposition and operational teams.
  • Approval of new asset managers, fund, or fund class requests, in line with the platform proposition, compliance, legal and existing DD processes.
  • Execution of the overall fund strategy on platform, including driving of clean class availability, closure of nonsupporting funds or funds that are noncore to the managers' current propositions, negotiations on fund pricing and rebates.
  • Relationship management with Morningstar and other data providers from a fund data perspective
  • Responsible for the coordination and turnaround time of the Investment due diligence for new partners on the platforms.
  • Responsible for the coordination and turnaround time of the operational due diligence for new investment components on the platforms.
  • Key platforms contact person for all external asset managers, both locally and internationally. Operational and daytoday management of trading and pricing enquiries and contractlevel enquiries resides within the Operations team.
  • Representing the Wealth business at Asset Management forums and events.
  • Responsible for overall accuracy of fund management data on platform (status, rebate rates, fees), with support from the fund administration team;
  • Through the Deal Forum being partly responsible for: including sourcing and evaluating deals, structuring, implementation as well as stakeholder management.
  • Build deep, valuebased relationships with key intermediary partners to optimise their experience and maximise mutual business benefit to all stakeholders, and
  • Drive the Investment strategic relationship / alliances agenda and work collaboratively and closely with colleagues across the business to ensure that all requirements and requests and managed and collated at a singleentry point in Momentum Wealth.

Stockbroker Relationships

  • Responsible for the strategic management of business relationships with all stockbrokers offered as part of our local and international platforms. This includes both the existing and potential new providers.
  • Ongoing sharing of the Wealth strategy with stockbrokers and responsible to maximise opportunities for all stakeholders. Sharing feedback and industryrelevant information back into the Wealth proposition and operational teams.
  • Approval of new stockbrokers, in line with the platform proposition, compliance, legal and existing DD processes. Closest relationship with stockbrokers to understand their strategies and outcomes.
  • Responsible for the coordination and turnaround time of the Investment due diligence for new stockbrokers on the platforms.
  • Responsible for the coordination and turnaround time of the operational due diligence for new stockbrokers on the platforms, including resolutions on data requirements.
  • Key platform contact person for all stockbrokers, both locally and internationally. Operational and daytoday management of trading and pricing enquiries and contractlevel enquiries resides within the Operations team.

Discretionary Fund Managers

  • Responsible for the strategic management of business relationships with all discretionary fund managers offered as part of our local and international platforms, from a platform perspective. This includes both the existing and potential new providers.
  • Ongoing sharing of the Wealth strategy with DFMS and responsible to maximise opportunities for all stakeholders. Sharing feedback and industryrelevant infor

  • Media Sales Executive

    2 weeks ago

    Cape Town, Western Cape, South Africa Wideopen Platform Full time

    About Us: Wideopen Platform & Thwack are leading media companies specialising in Large Format High Impact Out of Home Media and Tech inspired Experiential engagements respectively. We are committed to providing our clients with innovative cutting-edge advertising solutions and helping them reach their target audience effectively. As we continue to grow, we...

  • Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Guardian Recruiting Full time

    _Job Specification_The role revolves around business development (sales) and relationship management of their investment solutions and platform propositionFocus on Private Clients resident in South AfricaPrimary aim is to focus on all aspects of business development to grow the firms assets under management and under custodyKnowledge and experience of...

  • Manager: Platforms

    2 weeks ago

    Cape Town, Western Cape, South Africa Vodafone Full time

    Role purpose:Platform Engineering is a technically strong individual who takes overall responsibility for leading the agile solution design, deployment and ongoing optimization and evolution of high-complexity enterprise-wide technology platforms & infrastructure delivery and operations.Due to the wide set of platforms and technologies involved in building...

  • Charity Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Charity Careers Africa Full time

    Title: Charity Relationship ManagerType: Permanent, Full-time (3-month probationary period)Location: Cape Town CBD (flexible remote working)Salary: R R25 000 per monthClosing:TBCSince its inception in 2008, BackaBuddy has emerged as a beacon of positive change, providing a trusted crowdfunding platform for countless causes and charities. They are a community...

  • Salesforce Platform Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Collinson Full time

    PermanentCape Town - HybridCollinson Group is a global leader in driving loyalty and engagement for many of the world's largest companies. Predominantly through the provision of travel related benefits within a market leading digital travel ecosystem. The group offers a unique blend of industry and sector specialists who together provide market-leading...

  • Data Platform Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Boldr Full time

    WHAT YOU'LL LIKE ABOUT US Great company culture Our diverse backgrounds, commitment, and passion are the things that make us great. We geek out on new ideas, proposals, anything that will positively impact our clients and of course, you We've got training sessions instore to help you level up your skill set. With you on Boldr's side, we'll tackle social...

  • Platform Owner

    2 weeks ago

    Cape Town, Western Cape, South Africa Datonomy Solutions Full time

    We are looking for a Platform Owner to join our team in Cape Town - Hybrid.This role supports the smooth running of the production applications and infrastructure and is individually accountable for achieving results through own efforts.Role Description:Develop and maintain Platform Architectures and roadmaps to create visible pipeline of platform...

  • Marketing and Exhibitions Coordinator

    2 weeks ago

    Cape Town, Western Cape, South Africa Mustard Seed Relationship Marketing Full time

    We have a fabulous opportunity for a creative, innovative and independent individual as a marketing and exhibitions coordinator. This is an ideal opportunity for someone to learn within the retail marketing industry.We are an is an advertising agency, specialising in the marketing of shopping centres throughout the country.The chosen individual will...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail.We're a team of dynamic and diverse...

  • Ott Platform Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Cape Town TV Full time

    Cape Town TV is looking for an individual to manage its online video platforms and assist with content acquisitions.Operational requirementsCurate and upload content onto Cape Town TV's online VOD platform.Keep OTT channel content up-to-date and delete outdated material.Copywriting - write short, punchy descriptions of the content with correct spelling and...

  • Project Lead

    2 weeks ago

    Cape Town, Western Cape, South Africa Root Platform Full time

    We're a fast-growing tech startup building global infrastructure that powers the future of insurance. We're looking for a Technical Project Lead to guide clients through rapid, robust implementations on the Root platform. Your goal is to ensure that clients have effective, accurate, error-free and swift product launches, and work closely with our Solutions...

  • Legal and Compliance Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Root Platform Full time

    Root is a fast-growing tech startup and we're on a mission to build the future of insurance. We're looking for a creative, solutions-driven individual who has an interest in legal and compliance to join our Legal team.As Legal and Compliance Specialist at Root, you will execute on our day-to-day legal and compliance operations under supervision from Root's...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Quicket Full time

    _Did you know? Quicket provides Africa's leading ticketing, streaming, and fundraising technology platform. With millions of users across the continent, we drive growth in the business, entertainment, cultural, and social sectors, creating jobs and boosting incomes, for individuals and businesses alike. But we don't stop there. We believe in equal access and...

  • Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our...

  • Platform Engineer

    2 weeks ago

    Cape Town, Western Cape, South Africa Games Global Limited Full time

    The Cloud Centre of Excellence (CCoE) team of highly skilled professionals dedicated to advancing GGL's cloud computing capabilities. The CCoE team is responsible for leading and facilitating the adoption of cloud technologies and practices across GGL.We are seeking a skilled and experienced Platform Engineer with expertise in Platform Engineering, IAC,...

  • Lead Platform Engineer

    4 weeks ago

    Cape Town, Western Cape, South Africa SabenzaIT Full time

    Join Our Team as a Platform Engineer Lead Are you passionate about shaping the future of technology? Do you thrive in leading dynamic teams to success? If so, we have an incredible opportunity for you We're seeking a talented Platform Engineer Lead to spearhead our innovative projects and lead a team of platform engineers to new heights. As the Platform...

  • Lead Platform Engineer

    2 months ago

    Cape Town, Western Cape, South Africa SabenzaIT Full time

    Join Our Team as a Platform Engineer Lead Are you passionate about shaping the future of technology? Do you thrive in leading dynamic teams to success? If so, we have an incredible opportunity for you We're seeking a talented Platform Engineer Lead to spearhead our innovative projects and lead a team of platform engineers to new heights. As the Platform...

  • Business Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Prudential Full time

    Job Classification:Sales - SalesAt Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutionsAs a Business Relationship Manager, you will be responsible for...

  • Executive Head: Platform Engineering

    2 weeks ago

    Cape Town, Western Cape, South Africa Vodafone Full time

    Role purpose: M-Pesa, is a pioneering Fintech business and global market leader in mobile money. From starting in 2007 as a convenient means by which the unbanked and underbanked could make digital payments, M-Pesa has now grown to offer over 50 million active customers financial services, enterprise, merchant and retail solutions. We are proud of our work...

  • Platform Engineering Lead

    2 weeks ago

    Cape Town, Western Cape, South Africa Boardroom Appointments Full time

    Key Roles and Responsibilities:- Technical Leadership and Strategy:Lead the development and execution of the organization's platform engineering strategy. Provide technical leadership and guidance to the platform engineering team, ensuring alignment with business goals.- Team Management:Manage and mentor a team of platform engineers, fostering a...