Client Interactions Facilitator

2 weeks ago

Cape Town, Western Cape, South Africa Coronation Fund Managers Full time

To play a significant role in the Global Institutional Business team (CIB), focusing on the organisation, facilitation and execution of all events, collateral management, website updates and client communication.


This is a high-performance team that is the client face (both on a client acquisition, client service and retention basis) for institutional clients of Coronation in both South African and international markets.


Duties and Responsibilities:

  • Organise and coordinate Coronation's institutional roadshows and events including Talking Investments, Women's Day, internal team events and other client functions, as required.
  • Organise and coordinate participation in industry conferences and exhibitions
  • Starttoend event management including: managing external vendors, booking venues, invitations and RSVP management, arranging catering and equipment, managing costs to budget, submitting invoices for payment, onsite event management, and postevent activities
  • Ensure that client collateral, marketing brochures, fund factsheets and other clientfacing documents are updated and formatted professionally, in line with Coronation brand standards
  • Ensure that Coronation's institutional client contact database is properly maintained and updated regularly
  • Prepare and coordinate the timely and professional delivery of client communication and business updates
  • Ensure that content on Coronation's institutional website is properly maintained and updated regularly
  • Prepare agendas, reports, presentations, minutes, and other documents where required
  • Continually look for ways to improve and enhance collateral and communication opportunities for CIB
  • Develop relationships with key business partners and other stakeholders
  • Provide regular updates and feedback on all the above
  • Provide team support and assist with administrative tasks and projects, as required
  • Act with integrity and professionalism at all times and uphold the Coronation culture and values

Ideal Experience:

  • 5 years event management/coordination experience, preferably in financial services/asset management

Ideal Qualifications:

  • Tertiary education is desirable
  • Relevant degree in either marketing or communications preferred
  • Experience working with SalesForce Marketing Cloud (SFMC) would be an advantage

Most Important Attribute:

  • Highly organised and efficient; able to multitask and prioritise
  • Mature, responsible and accountable individual
  • Diligent and conscientious
  • Deadline orientated and ability to work in fast paced environment
  • Proactive and able to use initiative
  • Flexibility and willingness to learn
  • Team player and strong relationship building
  • Selfstarter able to develop processes and plans to achieve objectives

Systems Knowledge:

  • SalesForce Marketing Cloud (advantageous)
  • Microsoft Office Suite

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