Client Relationship Director

10 hours ago

Cape Town, Western Cape, South Africa IQ-EQ Full time

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

The Director is responsible to actively promote and position IQ EQ Group's (the Group) brand in view of developing and growing new sustainable business (including identifying cross-selling opportunities) to enhance the Group's revenue and profitability.

To promote the Group's (principally IQ EQ South Africa (the Company) product offering of Fund, Corporate, Private Wealth and Family office business and enhance visibility of the Group in targeted markets, to capture new business opportunities. Primary focus will be Fund Administration services, with Corporate, Private Wealth and Family office considered secondary.

To position the Group (principally the Company) as a service provider of choice, especially for South African related business whilst maintaining and developing introducer relationships in view of generating new business opportunities and revenue.

To assist the Business Unit ('BU') with timely billing of clients as part of on-boarding process and for recovery of overdues in timely manner.

Tasks

  • To contribute towards revenue growth of the BU and in meeting the sales target of the BU.
  • To be actively involved in achieving the Company's financial targets and generate incremental new business.
  • To provide support in developing and reviewing the BU's strategy.
  • To contribute in devising new strategies and tactics to grow the business especially in South Africa.
  • To build a pipeline of targets comprising of funds (primary focus), corporate and private wealth, and family office business.
  • To ensure effective business trips' planning and timely provision of feedback report post business trips.
  • Conduct market research, client and competitor analysis to identify new business opportunities.
  • Attend various conferences and related events as networking opportunities.
  • Reaching out to fund managers to promote fund administration and global offering.
  • Actively engage with business partners to receive introductions into the fund management/ fund promote space.
  • To prepare/assist in preparing RFPs, technical and financial proposals for clients as well as presentations, marketing materials and any other relevant collateral required.
  • To ensure that the Company brand and reputation is maintained to the highest standards and also ensure that sales and revenue generation practices are consistent with the high standards of client service for which the company is known.
  • To develop and build relationships with a network of introducers both locally and overseas in order to increase new business opportunities and revenue.
  • To provide support in implementing new sales and business development initiatives in view of identifying new opportunities and seeking referrals from clients. Responsibilities include execution of sales strategies, closing of sales propositions and meeting sales targets.
  • Identify target markets/ clients and complete detailed planning to win new business.
  • To manage seamless handover to client directors and Business Implementation team to onboard new clients.
  • To manage introducer relationships via proactive & coordinated planning.
  • To identify clients' needs and product gaps and liaise with product specialists in order to develop appropriate solutions.
  • To ensure close interaction with the product specialist and develop close relationships with the team to support the business engagement.
  • To work in close collaboration with client directors and operations team to ensure the highest levels of client service.
  • To ensure effective cooperation / liaison with key stakeholders across the Company and the Group.
  • To be constantly abreast of latest sector / market development as well as regulatory changes and transfer the knowledge to colleagues.
  • To work in close collaboration with other members of the BU and product specialists to manage enquiries, RFP's, proposals, etc.
  • To ensure adherence to relevant policy, licences, regulation & legislation, including cross-border business solicitation awareness & requirements.

Qualifications

Key competencies for position and level

  • Customer focus
  • Communicates effectively
  • Organisational Savvy
  • Builds Networks
  • Collaborates
  • Business Insights

Key behaviors we expect to see

  • Approachability
  • Good Negotiation Skills
  • Proactivity
  • Market prospection
  • Relationship Building
  • Taking ownership

Deliverables (KPIs)

  • On-time delivery
  • Revenue; Cost to Income Ratio; PAT; Client satisfaction feedback; Brand profile and visibility; Profitable new clients/structures; Increased market share; Global distribution & channel management.

Required Experience

Education / professional qualifications

  • Degree holder and/or related Professional qualification.

Background experience

  • Minimum 6 years' relevant working experience in relevant field. Proven experience in the financial services industry, specifically the alternative funds space, and should have an established network within the funds industry.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations, with a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

#J-18808-Ljbffr

  • Director of Client Relationships

    3 days ago

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

    Job RequirementsTo succeed as our Director of Client Relationships, you will need to possess:A postgraduate degree in finance or a related fieldMinimum 7-10 years of senior client-facing experience in asset management or investment consultingStrong commercial acumen and business insight, solid understanding of investment products and the retail...

  • Director of Client Relationships

    3 days ago

    Cape Town, Western Cape, South Africa TeleTech Holdings, Inc. Full time

    About the JobThe Customer Experience Director will be responsible for leading client relationships and driving business results. This role involves developing and implementing strategies to enhance customer satisfaction and loyalty.Key responsibilities include:Managing client relationships and ensuring alignment of goals and objectivesDriving business...

  • Senior Client Relationship Manager

    5 days ago

    Cape Town, Western Cape, South Africa The Up&Up Group (affiliated to the global M&C Saatchi Group) Full time

    About This RoleWe are seeking a highly motivated and experienced Senior Client Relationship Manager to join our team at The Up&Up Group. As a key member of our account management department, you will be responsible for managing client relationships and leading a team in both work-from-home and work-from-office environments.Your primary responsibility is to...

  • Investment Relationship Director

    5 days ago

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

    About the OpportunityThis pivotal role will support the business's strategic growth objective by credibly representing the business and our various investment capabilities locally and globally. As a Client Director, you will be responsible for developing and managing existing strategic relationships and partnerships with the wholesale market.Key...

  • Client Services Director

    5 days ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking an exceptional Client Services Director to lead our team. As a key figure in our organization, you will be responsible for minimizing financial and reputational risk exposure relating to administration functions for internal and external stakeholders within the company.About the Job:You will build strong relationships with...

  • Client Relationship Consultant

    24 hours ago

    Cape Town, Western Cape, South Africa LabourNet Full time

    About the Role:As a Client Relationship Consultant at LabourNet, you will be responsible for establishing and maintaining relationships with clients to generate new business opportunities. This involves identifying prospective clients' needs and infiltrating their existing client base for cross-service initiatives. You will also be expected to maintain...

  • Client Director

    3 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionOld Mutual Alternative Investments (OMAI) is one of Africa's leading private alternative investment managers. We have over *ZAR 139.4 B (USD 7.6 B) in assets under management in Infrastructure, Private Equity, Impact...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Ideal Candidates Full time

    Overview Seeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interaction with brokers while retaining, renewing and building relationships. The Client Relationship Manager may...

  • Client Relationship Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Client Relationship ManagerReporting Line: Operations ManagerLocation: Steenberg, TokaiBusiness Unit: Investment ManagementPurpose of the RoleThe Client Relationship Manager is responsible for providing exceptional support and oversight in fund administration services. This dynamic role requires a passion for client service and delivery. The...

  • Client Relationship Consultant

    1 day ago

    Cape Town, Western Cape, South Africa LabourNet Full time

    LabourNet City of Cape Town, Western Cape, South AfricaClient Relationship ConsultantLabourNet City of Cape Town, Western Cape, South AfricaPackage & Remuneration:Salary: R20 400 - R30 600 CTC per monthBenefits: Cell phone, 3G, and pension fund (Included in CTC) + excellent career growth as well as a great Commission Structure.The Client Relationship...

  • client relationship manager

    5 days ago

    Cape Town, Western Cape, South Africa The Recruiters Full time

    JOB DESCRIPTION | CLIENT RELATIONSHIP MANAGER CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Client Relationship Manager. The main objective of this role is to service existing clients, including but not limited to portfolio reviews, income...

  • Client Relationship Manager

    5 days ago

    Cape Town, Western Cape, South Africa Recruiters of Distinction Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Recruiters of Distinction. As a key member of our client management team, you will be responsible for developing and maintaining relationships with our clients.Key ResponsibilitiesManage existing clients to ensure high levels of satisfaction and retentionDevelop and implement...

  • Client Relationship Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facilitating client interactions. A key focus is on executive support for the CEO, as well as driving business...

  • Client Relationship Manager

    6 hours ago

    Cape Town, Western Cape, South Africa Absa Group Full time

    Key ResponsibilitiesAs a Client Relationship Manager at Absa Group, you will be responsible for building and maintaining strong relationships with high net worth clients, providing tailored financial solutions and expert advice to meet their evolving needs.You will work closely with other departments to ensure seamless delivery of services and exceed client...

  • Client Relationship Manager

    6 hours ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Key Performance Indicators (KPIs)The following KPIs will be used to measure your performance in this role:Revenue Growth:Achieve revenue growth targets through effective sales strategies and business development.Identify and pursue new business opportunities, building strong relationships with key stakeholders and decision-makers.Client Satisfaction:Deliver...

  • Client Relationship Consultant

    4 weeks ago

    Cape Town, Western Cape, South Africa O'Brien Recruitment Full time

    Client Relationship Consultant – Cape Town We are seeking a dedicated and driven team player to join our dynamic sales team. The ideal candidate will be independent, self-motivated, confident, and innovative, with a strong sense of punctuality and attention to detail. This role is based in Cape Town. Qualifications: Matric certificate. Qualification as a...

  • Client Relationship Consultant

    1 week ago

    Cape Town, Western Cape, South Africa O'Brien Recruitment Full time

    Client Relationship Consultant – Cape TownWe are seeking a dedicated and driven team player to join our dynamic sales team. The ideal candidate will be independent, self-motivated, confident, and innovative, with a strong sense of punctuality and attention to detail. This role is based in Cape Town.Qualifications:Matric certificate.Qualification as a Skin...

  • Client Relationship Manager

    4 days ago

    Cape Town, Western Cape, South Africa Absa Group Full time

    Shape Our FutureWe're seeking a Client Relationship Manager to join our team, where you'll play a critical role in shaping our future and driving business growth.This dynamic role requires a seasoned professional who can leverage their expertise to build strong relationships, deliver exceptional customer experiences, and drive revenue growth.Key...

  • Client Director: Retail

    3 days ago

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

    A vacancy has arisen for a Client Director: Retail within the M&G Retail Distribution Team. As a Client Director: Retail at M&G, you will primarily focus on developing and managing existing strategic relationships and partnerships within the retail market, particularly category II independent financial advisors.This role encompasses a broad range of...

  • CLIENT RELATIONSHIP MANAGER

    5 days ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    CLIENT RELATIONSHIP MANAGER (CRM): Investment Operations Cape Town, Western CapeR450 000 R550 000 TCTC Per Annum plus performance based bonusHighly reputable and innovative Asset Management firm is currently recruiting for a Client Relationship Manager to join their dynamic CRM Team.One would you as a highly professional, numerically inclined, client...