Strategic Partnership Manager

3 days ago


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

We are seeking an experienced Client Director to join our M&G Investments team in Cape Town. As a Client Director, you will be responsible for developing and maintaining strategic relationships with wholesale clients, driving business growth, and delivering exceptional client experiences.

Key Responsibilities
  • Build Strategic Relationships: Develop and maintain strong relationships with existing and potential clients, understanding their goals, risk tolerance, and investment preferences.
  • Deliver Superior Client Solutions: Collaborate with internal teams to deliver high-quality client solutions, meeting and exceeding client expectations.
  • Develop Account Plans: Create and maintain ongoing client-specific strategic account plans, ensuring excellence in understanding client portfolios and industry segments.
  • Presentation and Communication: Deliver clear and effective presentations to clients, showcasing investment strategies and products.
  • New Business Opportunities: Identify and pursue new business opportunities, leveraging your network and commercial acumen.
  • Client Due Diligence: Coordinate client due-diligence visits, ensuring seamless execution and timely reporting.
Requirements
  • Postgraduate Degree: A postgraduate degree in finance or a related field (CFA, MBA, or Master's preferred).
  • Senior Client-Facing Experience: Minimum 7-10 years of relevant senior client-facing experience in asset management or investment consulting.
  • Commercial Acumen: Strong commercial acumen and business insight, solid understanding of investment products and the wholesale landscape.
  • Exceptional Listening Skills: Exceptional listening skills to understand client needs and goals.
  • Collaboration: Collaboration is critical in investment management; fostering a cohesive working environment.
  • Results-Driven Mindset: Results-driven mindset focused on achieving results and exceeding client expectations.


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