Strategic Institutional Client Relationship Manager
2 weeks ago
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 relationships with investment operations, client managers, portfolio managers, and other stakeholders to ensure seamless service delivery.
- Perform ongoing Know Your Customer (KYC) checks to meet regulatory requirements.
- Collaborate with back-office administrators to ensure accurate and efficient record-keeping.
- Provide valuable insights and support to client managers to drive business growth.
- Identify and implement process improvements to increase operational efficiency.
Requirements:
- Bachelor of Commerce or Business Science degree, or equivalent qualification.
- Minimum 3-5 years' experience in institutional client operations within asset management.
- Strong client relationship management skills, with experience in the investment management industry.
- Proficiency in financial markets, instruments, and products.
- Financial accounting knowledge.
- Advanced Microsoft Excel skills.
Attributes:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ambitious and driven, with a strong work ethic.
- Ability to adapt to changing priorities and deadlines.
Compensation Package:
We offer a competitive salary package, estimated at R850,000 - R1,200,000 per annum, depending on experience and qualifications.
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