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Client Service Expert

2 weeks ago

Cape Town, Western Cape, South Africa Fintech News Full time

Fintech Company Overview

We believe technology should help people perform better every day. Our platform provides locally relevant technology, backed by exceptional service and support, empowering our clients in trading, market data, advice, and investment management to deliver their best.

Job Title: Client Relationship Manager - Investment Management

This role is critical to the success of our business, requiring a skilled professional who can build and maintain strong relationships with our key clients.

The ideal candidate will have strong Investment Management industry experience and knowledge, with excellent communication and negotiation skills.

Key Responsibilities:

  1. Develop and execute client management plans to achieve revenue growth and client retention.
  2. Provide expert advice and guidance to clients to help them achieve their goals.
  3. Build and maintain strong relationships with key decision makers within our client organisations.
  4. Collaborate with internal stakeholders to identify and pursue new business opportunities.

Requirements

  1. 5+ years of experience in a similar role.
  2. Strong understanding of the Investment Management industry.
  3. Excellent communication and negotiation skills.
  4. Able to work independently and as part of a team.