Investment Management Liaison
4 weeks ago
About the Role:
Strategic Personnel is seeking a highly skilled Investment Management Liaison to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients, providing expert training on our custom-built IT system, and contributing to the advice process to increase investment with our company.
Key Responsibilities:
- Develop trusted relationships with clients and become an expert resource
- Provide comprehensive, structured input to specific problems/requests in the advice process
- Manage and leverage internal resources to meet deliverables
- Proactively cultivate relations and engage socially where beneficial
- Develop and maintain expertise, skill, and technical knowledge required to add valuable input across the business and investment proposition
- Work closely with the global investment, operations, sales, software development, and support teams to resolve client concerns
- Provide first-line support to clients via phone, email, online, and face-to-face meetings
- Strategic and creative thinking to suggest improvements to productivity, service quality, and processes
- Record and relay client feedback and insights to internal teams to constantly improve the client experience
- Maintain an expert-level knowledge of investment processes and internal tools, as well as curiosity and awareness of new initiatives within the industry
- Assist with ad-hoc inter-function projects as required
Requirements:
Strong academics and a history of academic and work success are highly advantageous. Excellent communication skills are essential. Only shortlisted candidates will be contacted. If you have not heard from us by 25 October 2024, please consider your application unsuccessful.
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