Senior Client Relationship Manager

2 weeks ago

Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time
About the Role
In this exciting opportunity, we are seeking a highly skilled Senior Client Relationship Manager to join our team at M&G Investments Southern Africa. As a key member of our Institutional Client Services Team, you will play a pivotal role in managing and supporting client-facing colleagues to deliver exceptional service to our institutional clients.

About You
We are looking for an experienced professional with a strong background in asset management, preferably in the institutional market segment. A postgraduate degree in finance or a related field is essential, as is a minimum of 5 years of relevant experience in a similar role. Previous management experience is also highly desirable. Additionally, you should possess excellent project management skills, be passionate about delivering client excellence, and have a solid understanding of investment products and the institutional landscape.

Key Responsibilities
  • Manage and support a team of Client Associates to assist client-facing colleagues, manage client relationships, and ensure high performance and collaboration.
  • Develop a strategy and structure for an agile centralized workflow, enabling efficient communication and task management with iterative reviews.
  • Mentor team members, providing development opportunities and relevant exposure to various client segments.
  • Responsible for a panel of clients - handle client requests, including regular (monthly, quarterly) and ad-hoc reporting.
  • Organize client due-diligence visits and report-backs, including agenda development and securing presenters.
  • Work closely with the investment team in positioning and collating feedback for client requests.
  • Synthesize data and find ways to automate workstreams.
  • Facilitate the completion and review of due diligence questionnaires for existing and potential clients.
  • Review fee invoicing and supporting calculations with finance.
  • Oversee client onboarding processes, including mandate drafting, amendments with stakeholders, and KYC and screening requests.
  • Collaborate with teams to enhance institutional distribution capability documents and presentations.
  • Ensure timely completion and alignment of internal processes across Legal, Investment, Operations, Compliance, and Transitions teams.
  • Maintain processes to ensure CRM system functionality and data integrity.
  • Manage the communication strategy for clients, including maintaining target communication lists.
  • Prepare and maintain monthly and quarterly reports on client flows, AUM, and fees.
  • Provide key reporting dashboards and intelligence to the client-facing team.
  • Oversee multiple projects within the institutional client value chain and represent the institutional client segment within relevant operational streams as required.

What We Offer
In return for your expertise and dedication, we offer a competitive salary of R950,000 per annum, plus benefits including medical aid, pension fund contributions, and annual leave.

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