Institutional Client Associate

3 weeks ago

Cape Town, South Africa M&G Investments Southern Africa Full time
Job title : Institutional Client Associate Job Location : Western Cape, Cape Town Deadline : December 28, 2024 Quick Recommended Links
  • Jobs by Location
  • Job by industries

Overview

  • A vacancy has arisen for an Institutional Client Associate at M&G Investments. This role involves supporting client-facing colleagues through effectively servicing and growing the institutional client base. It encompasses a broad range of functions, including developing existing business relationships, managing client visits, monthly and quarterly client reporting, event and bulk communications target lists, responding to ad hoc client queries and working closely with the Institutional team to execute the business strategy The successful candidate will foster collaboration, transparency, and continuous improvement within the team and will report to the Client Associate Manager.

Key Responsibilities

  • Provide general support to client-facing team members in managing and servicing clients, including maintaining relationships across an allocated panel of clients.
  • Manage and resolve client and/or consultant queries timeously and efficiently.
  • Continuous engagement within the team to manage client deliverables.
  • Produce monthly and quarterly portfolio reports and commentary for clients.
  • Oversight of the completion and review of due diligence questionnaires for existing and potential clients.
  • Collaborate with the investment team to position and gather feedback for client requests.
  • Coordinate client due-diligence visits and report-backs, including agenda development and securing presenters.
  • Ensure timely completion and alignment of internal processes across Legal, Investment, Operations, Compliance, and Transitions teams.
  • Coordination and management of the new client take-on process.
  • Develop and maintain a range of monthly and quarterly distribution channel reports covering the institutional market on client flows, AUM, fees, etc.
  • Development and maintenance of legal and fee agreements.
  • Managing electronic bulk email communication, including target list for events.
  • Maintenance and management of all client data in line with POPIA (CRM database and network files), ensuring high levels of data integrity.
  • Analyse client funds/portfolios to identify new business opportunities and flag risks to client retention.
  • Analyse competitor and client activities to facilitate the development of strategic and tactical initiatives to retain and grow assets under management – flows, products, fees, performance, distribution, etc.
  • Support with managing information reporting as and when required.
  • Analysis of global industry-specific trends and development of report highlighting key findings.
  • Assist with ad-hoc projects.

Attributes, Qualifications, Skills & Experience

  • Minimum degree in finance or related field with an understanding of investment markets (CFA level 1, or Honours degree will be an advantage).
  • Minimum 3 years of relevant experience in asset management with an understanding of the institutional market segment and stakeholders.
  • Passion for project management and seeking effectiveness in client excellence.
  • Solid understanding of investment products and the institutional landscape

Competencies & Personal Attributes

  • Tenacity and strong planning, co-ordinating skills.
  • Self-motivation and ability to maintain high levels of productivity.
  • Strong analytical ability.
  • Strong time management skills.
  • An ability to independently build strong working relationships with colleagues and clients.
  • Strong analytical ability and productivity.
  • Commitment to continuous learning and innovative thinking.

  • Accounting / Financial Services  jobs

  • Institutional Client Associate

    3 weeks ago

    Cape Town, South Africa M&G Investments Southern Africa Full time

    Job title : Institutional Client AssociateJob Location : Western Cape, Cape TownDeadline : December 28, 2024Quick Recommended Links Jobs by Location Job by industries Overview A vacancy has arisen for an Institutional Client Associate at M&G Investments. This role involves supporting client-facing colleagues through effectively servicing and growing the...

  • Institutional Client Associate

    3 weeks ago

    Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time

    Embark on a challenging and rewarding career opportunity as an Institutional Client Associate at M&G Investments Southern Africa.We are seeking a highly motivated and experienced professional to support our client-facing team in managing and servicing institutional clients. The successful candidate will be responsible for developing and maintaining...

  • Client Associate Manager

    3 weeks ago

    Cape Town, South Africa M&G Investments Southern Africa Full time

    Job title : Client Associate ManagerJob Location : Western Cape, Cape TownDeadline : December 28, 2024Quick Recommended Links Jobs by Location Job by industries Overview A vacancy has arisen for a Client Associate Manager within the M&G Client Associate Team. As a Client Associate Manager at M&G, you will play a pivotal role in managing and supporting a...

  • Client Associate Manager

    3 weeks ago

    Cape Town, South Africa M&G Investments Southern Africa Full time

    Job title : Client Associate Manager Job Location : Western Cape, Cape Town Deadline : December 28, 2024 Quick Recommended Links Jobs by Location Job by industries Overview A vacancy has arisen for a Client Associate Manager within the M&G Client Associate Team. As a Client Associate Manager at M&G, you will play a pivotal role in...

  • Strategic Institutional Client Relationship Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Rory Mackie & Associates is a leading financial services company with operations in South Africa and globally. Our team of professionals works closely with clients to deliver high-quality service.Key Responsibilities:Liaise professionally with institutional clients, resolving queries and managing client relationships effectively.Develop and maintain strong...

  • Institutional Client Business Analyst

    4 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Leading asset management team seeks an Analytical profile with a keen interest in the asset management industry to fill a role in their high performance Institutional Client team. This role will cover areas such as research, analysis, reporting and high level presentation preparations. This role is suited to a strong analytical and highly numerate candidate,...

  • Institutional Client Business Analyst

    4 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Leading asset management team seeks an Analytical profile with a keen interest in the asset management industry to fill a role in their high performance Institutional Client team. This role will cover areas such as research, analysis, reporting and high level presentation preparations. This role is suited to a strong analytical and highly numerate candidate,...

  • Institutional Client Operations Analyst

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that...

  • Institutional Client Operations Analyst

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that...

  • Institutional Client Operations Analyst

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that...

  • Institutional Client Operations Analyst

    1 month ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that...

  • Institutional Client Operations Specialist

    6 months ago

    Cape Town, South Africa Candidate Connect Full time

    This **Client Operations Specialist **role sits within a leading asset manager in Cape Town. This is an 18-month contract role. In this role, you will perform the day-to-day administrative accounting activities, record keeping and liaison for institutional pension funds and individual clients, to ensure the smooth flow of information. You will aim to build...

  • Institutional Sales Professional

    4 days ago

    Cape Town, Western Cape, South Africa Charm Recruit Full time

    About the Role:At Charm Recruit, we're seeking an experienced Institutional Sales Representative to join our team. As a key member of our sales force, you'll be responsible for identifying and developing long-term relationships with institutional FX clients.Key Responsibilities:Win new business by actively contacting prospective clientsWork closely with the...

  • Senior Client Associate

    2 months ago

    Cape Town, South Africa Thegradcafe Full time

    Job Description The Sr Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities. Responsibilities: 1. An individual contributor role that is responsible for significant revenue growth by using general business acumen...

  • Senior Client Relationship Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time

    About the RoleIn this exciting opportunity, we are seeking a highly skilled Senior Client Relationship Manager to join our team at M&G Investments Southern Africa. As a key member of our Institutional Client Services Team, you will play a pivotal role in managing and supporting client-facing colleagues to deliver exceptional service to our institutional...

  • Institutional FX Business Developer

    1 day ago

    Cape Town, Western Cape, South Africa Charm Recruit Full time

    Job DescriptionWe are seeking an experienced Institutional Forex Sales Rep to join our team at Charm Recruit.The ideal candidate will have a strong background in sales, with a minimum of 5 years' experience in institutional sales within the margin FX or agency model. A proven track record of securing new business and building relationships with clients is...

  • Institutional Forex Sales Rep

    3 months ago

    Cape Town, South Africa Charm Recruit Full time

    Duties & Responsibilities Winning of new business by actively contacting prospective clients Identify and develop long-term relationships with institutional FX clients Work closely with FX trading desk to provide best execution to clients across a range of FX instruments Work well within a team environment to foster growth across a range of client types ...

  • Institutional Client Analyst

    6 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client’s operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have...

  • Associate - Investment Advisory

    6 months ago

    Cape Town, South Africa LRI Invest Full time

    Description **Job Description**: Job Title: Associate: Investment Advisory Division: Investment Consulting Location: South Africa, Cape Town About the Role The Associate will be a core member of the investment advisory team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and...

  • Independent Consultant

    2 months ago

    Cape Town, South Africa NMG Consulting Full time

    This position will suit a highly experienced and self-motivated individual who possesses a strong understanding of asset management in South Africa. This is a rare opportunity to be involved in a progressive consulting engagement in asset management on a flexible working basis. - Company Overview - At NMG Consulting we focus exclusively on the Insurance,...