Platform Relationship Manager

2 weeks ago

Cape Town, South Africa Momentum Investments Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

The individual is responsible for the strategic management of relationships with all our local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers, from a Wealth local and international platform perspective. As a secondary purpose, the role will provide additional capacity in the Deal Forum and will include relationship management with independent financial advisers. The strategic purpose of the role is to enable growth for the Wealth VC.

**Requirements**:
**Qualifications, Experience and Knowledge**
- Related Tertiary Qualification(s) - BCom Economics / Investment Management / Finance.
- Minimum of 5 years’ retail investment experience that include client-facing 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.
- In-depth 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 industry-relevant 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 non-supporting funds or funds that are non-core 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 co-ordination and turn-around time of the Investment due diligence for new partners on the platforms.
- Responsible for the co-ordination and turn-around 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 day-to-day management of trading and pricing enquiries and contract-level 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, value-based 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 single-entry 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 industry-relevant 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 co-ordination and turn-around time of the Investment due diligence for new stockbrokers on the platforms.
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