Strategic Institutional Client Relationship Manager

2 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 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.



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

    Rory Mackie & Associates is a renowned institution providing high-quality client servicing. We are seeking a highly skilled Strategic Client Relationship Manager to join our team.Company Overview:We offer a unique opportunity to work with a designated set of clients, invested via an Investment Management Agreement or equivalent.Our team works closely with...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job Title: Strategic Client Relationship ManagerNedbank's Mission:To deliver banking solutions to clients by understanding their business and needs through relationship management, aiming to achieve Nedbank's strategy of being the most admired bank.Key Responsibilities:Delivering Value to Clients:Demonstrate an understanding of client needs by delivering...


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

    Job Summary:M&G Investments Southern Africa is seeking a highly skilled Strategic Institutional Partnerships Director to join our team. This is a pivotal role that will support the business's strategic growth objective by credibly representing the company and its various investment capabilities both locally and globally.About the Role:We are looking for a...


  • Cape Town, Western Cape, South Africa Letshalo HR Services Full time

    Mission & ObjectivesIziko Museums of South Africa seeks a visionary Chief Executive Officer to lead our institution in its pursuit of excellence.The successful candidate will be responsible for driving strategic initiatives, fostering collaboration, and ensuring the effective management of our operations.Key responsibilities include:Leadership & Vision -...


  • 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...


  • Cape Town, Western Cape, South Africa Tower Group Full time

    Job Title: Strategic Officer for Institutional OversightThis role is part of the Strategy and Institutional Oversight section and reports to the Senior Officer. Key responsibilities include supporting strategic and annual planning, organisational performance management, and policy review and management.Support for Strategic Planning: Assist in the...


  • 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...


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

    Job Title: Senior Client Relationship ManagerAt The Recruitment Council, we are seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our institutional clients. Key Responsibilities:Act as the primary point of contact...


  • Cape Town, Western Cape, South Africa Western Cape Government Full time

    Job Opportunity: We are seeking a highly skilled Institutional Funding Strategist to develop and implement a funding strategy for the Western Cape Government. This role will involve identifying and securing revenue streams from both public and private sector initiatives. The successful candidate will be based in Cape Town, CBD.Key Responsibilities:Develop...


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

    Job SummaryWe are seeking a skilled Institutional Forex Account Manager to join our team at Charm Recruit.About the RoleThis is an exciting opportunity for a sales professional to leverage their expertise in margin FX or agency model sales and take on a leadership role in building and maintaining relationships with institutional clients. The ideal candidate...


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

    We are seeking a highly skilled Senior Client Relationship Manager to join our team at HR Genie.About the Role:This is an exciting opportunity for someone who excels in building and maintaining strong relationships with clients, delivering exceptional client experiences, and driving business growth.Responsibilities:Develop and execute strategic plans to...


  • Cape Town, Western Cape, South Africa Tower Group Full time

    Job Title: Strategic Officer: Institutional Oversight and PlanningJob Summary: We are seeking a highly skilled Strategic Officer to join our team at Tower Group. The successful candidate will be responsible for supporting strategic and annual planning, organisational performance management, and policy review and management.Key Responsibilities:Support the...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly analytical and numerate individual to join their Institutional Client team as a Business Analyst. This role will involve leading research, analysis, and reporting efforts to support the team's high-performance goals.Responsibilities:Conduct in-depth research on the asset management industry, products, and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments seeks a Strategic Client Liaison Specialist to join their team. This role supports the Business Development Manager and Chief Executive Officer, with coordination and client services support.Key Responsibilities:Manage and escalate client issues and concernsBuild and maintain strong client relationshipsAct as CRM system support,...


  • Cape Town, Western Cape, South Africa CallForce Full time

    Job Title: Client Relationship Manager - Cape TownWe are seeking an experienced professional to manage and exceed client expectations on contact centre campaigns. As a Client Relationship Manager, you will be responsible for client relationship management, recruitment, and operational management.Key Responsibilities:Engage with the client management team to...


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

    Overview of the RoleWe are seeking a Client Relationship Manager to join our team at Rory Mackie & Associates. The ideal candidate will be responsible for maintaining exceptional client service levels and building positive relationships with clients.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job DescriptionLeading asset management teams seek a strong analytical profile with a keen interest in the asset management industry to fill a role in their high-performance Institutional Client team. This role covers research, analysis, reporting, and high-level presentation preparations.Responsibilities:Acknowledge client or consultant requests or queries...


  • Cape Town, Western Cape, South Africa Strategic Personnel Full time

    Job Description:About the Role:We are seeking an experienced Strategic Office Portfolio Manager to join our team at Strategic Personnel. This is a key position that requires a seasoned professional with a proven track record in office property management.Responsibilities:Fully responsible for compiling the consolidated budget for the portfolio of Office...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: Client Relationship Manager About The Legends Agency: We are a dynamic fintech company providing innovative lending solutions to small and medium-sized businesses in the UK. Estimated Salary: R21,000 - R25,000 per annum (+ incentive) Key Responsibilities: Proactively contact clients nearing the end of their funding agreements to discuss renewal...


  • Cape Town, Western Cape, South Africa Isilumko Staffing Full time

    Job ResponsibilitiesAs a key member of our team, you will be responsible for delivering exceptional client experiences through proactive engagement and tailored solutions. This includes:Developing and maintaining strong relationships with clients to understand their needs and preferences.Providing expert advice and guidance on financial solutions to help...