Strategic Client Relationship Manager
2 months ago
Rory Mackie & Associates is a renowned institution providing high-quality client servicing. We are seeking a highly skilled Strategic Client Relationship Manager to join our team.
Company Overview:
- We offer a unique opportunity to work with a designated set of clients, invested via an Investment Management Agreement or equivalent.
- Our team works closely with the strategic client relationship team in the client servicing process.
Job Description:
- Liaise professionally with clients on various matters, including new clients, restructures, performance, off-market trade queries, etc.
- Effectively manage and resolve client queries.
- Collaborate with investment operations, Client Managers, Portfolio Managers, performance & attribution, dealing, implementations, finance, and fund operations teams.
- Perform ongoing KYC (Know Your Customer) checks for clients.
- Provide timely information and support to Client Managers.
- Update the CRM system regularly.
- Identify inefficiencies in processes and contribute to ad-hoc projects aimed at streamlining processes.
Requirements:
- Bachelor's degree in Commerce or Business Science, or similar qualification.
- 3-5 years of experience in the investment management industry, preferably in a role with exposure to institutional client operations within asset management.
- Proven client relationship management experience in the investment management industry.
- In-depth knowledge of financial markets, instruments, and products.
- Financial accounting experience.
- Advanced MS Excel skills.
Estimated Salary: $80,000 - $110,000 per annum, depending on location and experience.
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Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeRory Mackie & Associates is a leading financial services company with operations in South Africa and globally. Our team of professionals works closely with clients to deliver high-quality service.Key Responsibilities:Liaise professionally with institutional clients, resolving queries and managing client relationships effectively.Develop and maintain strong...
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