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Chief Relationship Manager

2 weeks ago

Cape Town, Western Cape, South Africa M&G Investments Full time

M&G Investments is seeking a highly skilled and experienced Chief Relationship Manager to join our Wholesale Business Team. As a key member of our team, you will be responsible for developing and maintaining strategic relationships with existing wholesale clients, identifying new business opportunities, and delivering high-quality investment presentations.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with existing wholesale clients through regular communication, client visits, and presentation delivery.
  • New Business Development: Identify and pursue new business opportunities across various internal business units to deliver superior client solutions.
  • Investment Presentations: Develop and deliver high-quality investment presentations to existing and potential clients to support investment and distribution teams.
  • Market Intelligence: Provide regular market intelligence that contributes to thought leadership and supports the growth of the wholesale business.
Required Skills and Qualifications

To succeed in this role, you will require:

  • A postgraduate degree in finance or a related field (CFA, MBA, or Master's preferred) with a solid understanding of investment markets.
  • Minimum 7-10 years of relevant senior client-facing experience in asset management or investment consulting, with a proven track record in client-facing wholesale/institutional distribution.
  • Strong commercial acumen and business insight, solid understanding of investment products and the wholesale landscape.
  • Exceptional listening skills to understand the client's goals, risk tolerance, and investment preferences.