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Financial Services Relationship Manager

1 week ago

Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time

About Efficient Frontier Recruitment

We are a leading recruitment agency specializing in placing top talent in the investment industry.

As a senior client manager, you will play a crucial role in building and maintaining strategic relationships across the retail and institutional investment markets.

Key Responsibilities
  • Engage with clients to grow market share.
  • Liaise with key stakeholders such as Multi Managers and Discretionary Fund Managers.
  • Develop a strong relationship focus to accomplish sales targets.
  • Ensure compliance with financial services regulations.
  • Provide advice and consultation on various products and investments to corporate/institutional clients.
Requirements
  • A relevant tertiary finance/investment qualification.
  • CFA is strongly preferred.
  • FAIS Compliant.
  • At least 5 years of experience in the investment industry, preferably spanning both the retail and institutional markets.
  • Exceptional sales capability.
  • Excellent communication skills and comfortable interacting with clients.