Client Relationship Manager

3 months ago


Cape Town, South Africa CA Financial Appointments Full time

Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support.

Responsibilities:

  • Manage and escalate client issues and concerns
  • Build and maintain strong client relationships
  • Act as CRM system support, ensure the database is accurately updated with client information
  • Manage and complete presentations for client meetings and pitches
  • Liaise with central marketing team, ensure branding guidelines are applied to all presentations and proposals
  • Maintain library of templates on presentations, proposals
  • Coordinate local and international meetings (Teams and in-person) required for client meetings
  • Coordinate local and international trips (flights, accommodation, and meetings) required for business development and client meetings
  • Manage marketing materials, rooms, gifting, catering etc required for client meetings and engagements
  • Assist CEO with coordinating and administration tasks internally and externally
  • Relay feedback to CEO on status of various projects

Requirements:

  • Minimum of a completed tertiary qualification Diploma / Degree in Administration, Finance, Commerce
  • Must have 4-6 years experience in investment management / stockbroking environment with exposure to institutional client service, client engagement and business development support
  • Must have advanced skills in MS Office, PowerPoint, Excel, Word
  • Previous experience working with a CRM systems
  • Service driven and client centric, organised, excellent time management
  • Positive, pro-active team player, able to work well in a team environment
  • Accurate, meticulous attention to detail
  • Excellent communication skills, both verbal and written skills
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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