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Business Development Associate

7 days ago

Stellenbosch, Western Cape, South Africa Arvo Full time

About the Role

This Client Relationship Manager position is responsible for maintaining and developing client relationships, supporting new business development, and taking ownership of a client portfolio.

Key Responsibilities:

  • Client Management & Relationship Building

• Develop and maintain strong relationships with clients to increase loyalty and retention.

• Communicate effectively with clients to understand their needs and preferences.

• Provide exceptional customer service to ensure client satisfaction.

• Collaborate with internal teams to identify opportunities for business growth.

  • Client Onboarding Assistance

• Welcome new clients and provide them with a positive onboarding experience.

• Ensure that all necessary documentation is completed accurately and efficiently.

• Coordinate with internal teams to ensure a smooth transition for new clients.

• Monitor client onboarding progress and provide regular updates to relevant stakeholders.

  • Reporting & Compliance

• Create and distribute regular reports to keep clients informed about their accounts.

• Review and update client records to ensure accuracy and compliance with regulatory requirements.

• Maintain accurate and up-to-date documentation on all client accounts.

  • Market Research & Strategy Development

• Stay up-to-date on market trends and arbitrage opportunities to inform investment decisions.

• Conduct research and analyze data to identify potential investment opportunities.

• Develop and implement tailored investment strategies for clients.

  • Operational Excellence & Business Growth

• Identify areas for improvement in operational processes and implement changes.

• Collaborate with internal teams to integrate new systems and enhance client relationship management.

• Foster strong relationships with internal teams to drive business growth.

Qualifications & Experience:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Experience in client relationship management, preferably in financial services.
  • Understanding of arbitrage trading, foreign exchange, and investment strategies (advantageous).
  • Proficiency in MS Office (Excel & PowerPoint essential).
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently, take initiative, and manage multiple priorities.