Platform Growth and Partnerships Professional
3 days ago
This is an exciting opportunity for a highly motivated and experienced Platform Relationship Manager to join our team. The successful candidate will be responsible for managing relationships with all local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers, from a Wealth local and international platform perspective.
The individual will also provide additional capacity in the Deal Forum and will include relationship management with independent financial advisers.
Key Responsibilities- Responsible for the strategic management of business relationships with all asset managers with funds offered as part of our local and international platforms.
- Ongoing sharing of the Wealth strategy with asset managers and responsible to maximise opportunities for all stakeholders.
- Approval of new asset managers, fund, or fund class requests, in line with the platform proposition, compliance, legal and existing DD processes.
- Execution of the overall fund strategy on platform, including driving of clean class availability, closure of non-supporting funds or funds that are non-core to the managers' current propositions, negotiations on fund pricing and rebates.
The ideal candidate will have excellent verbal and written communication skills, strong numerical skills, and full computer literacy with competency on the MS Office suite.
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