Relationship Manager

1 month ago

Johannesburg, Gauteng, South Africa FNB Fiduciary (Pty) Ltd Full time
Job Title: Relationship Manager

Description

As a Relationship Manager at FNB Fiduciary (Pty) Ltd, you will be responsible for managing client relationships and developing strategies to grow our portfolio of high-revenue generating clients. You will work closely with internal stakeholders to provide quality client services and advisory services to philanthropy clients, while supporting business development to achieve our overarching business strategy.

Key Responsibilities
  • Lead client meetings, prepare agendas, and manage follow-up communications.
  • Ensure resolutions of the Board or Committee are implemented timeously.
  • Provide overall leadership and general supervision for the daily operations of Foundations under your portfolio.
  • Coordinate client educational events and maintain a high professional profile in the field of philanthropy.
  • Provide guidance and support regarding compliance to applicable regulatory, risk management, and compliance best practices and requirements.
  • Identify and resolve challenges that impact on the ability for client strategies to be delivered.
  • Evaluate and report on the impact of implemented strategies.
Business Development Objectives
  • Contribute to the attainment of Philanthropy Centre new income target.
  • Entrench the business development process throughout the Group's business segments.
  • Contribute to the overall growth of the business.
  • Deliver strategic research projects on time and in budget.
Qualifications and Experience

The ideal candidate will have 3-5 years of senior client relationship/account management experience, with in-depth knowledge of social investment planning strategies and techniques, tax rules relating to Public Benefit Organisations, and experience in developing and implementing operational programmes and solutions within the development space.

Strong writing and presentation skills are required for client presentations, internal training, and to support the development of marketing and sales materials for existing and prospective clients. Leadership skills, specifically meeting facilitation and conflict resolution, are also required to identify client goals and objectives, address client needs, and respond to inquiries from internal partners and manage special projects.

Interpersonal skills are required to work collaboratively with senior executives, high-net-worth individuals, and families (clients), internal partners, professional advisors, including accountants and investment managers.

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