Strategic Client Relationship Manager

2 months ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

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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