Investment Relationship Manager

5 days ago


Sandton, South Africa Efficient Frontier Recruitment Full time

The role of an Investment Relationship Manager at Efficient Frontier Recruitment involves developing and maintaining strategic relationships with clients across the retail and institutional investment markets.

Key Responsibilities:
  • Engage with clients to grow market share
  • Liaise with key industry stakeholders such as Multi Managers and Discretionary Fund Managers
  • Build and develop a pipeline of prospective clients
  • Ensure compliance with financial services regulations
  • Provide advice and consult on a wide range of products and investments to corporate/institutional clients

This position requires exceptional sales capability, relationship building, growing, and retention skills, as well as a highly technical understanding of investment capabilities. The successful candidate will have excellent communication skills, both written and presentation, and be comfortable interacting with clients.

A relevant tertiary finance/investment qualification, such as CFA, is strongly preferred, along with at least 5 years' experience in the investment industry, ideally spanning both the retail market and the institutional market. FAIS Compliant status is also required.



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