Platform Relationship Manager

**FINANCIAL SERVICES/INSURANCE EXPERIENCE ESSENTIAL**

**Platform Relationship Manager**

**Johannesburg Northern Suburbs**

Responsible for the strategic management of relationships with all local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers (DFM), from a Wealth, local and international platform perspective.
- Responsible for the strategic management of business relationships with all asset managers with funds offered as part of our local and international platforms.
- Ongoing sharing of the Wealth strategy with asset managers and responsible to maximise opportunities for all stakeholders.
- Approval of new asset managers, fund, or fund class requests, in line with the platform proposition, compliance, legal and existing processes.
- Execution of the overall fund strategy on platform, including driving of clean class availability, closure of non-supporting funds or funds that are non-core to the managers’ current propositions, negotiations on fund pricing and rebates.
- Relationship management with data providers from a fund data perspective.
- Responsible for the co-ordination and turn-around time of the Investment due diligence for new partners on the platforms.
- Responsible for the co-ordination and turn-around time of the operational due diligence for new investment components on the platforms.
- Key platforms contact person for all external asset managers, both locally and internationally. Operational and day-to-day management of trading and pricing enquiries and contract-level enquiries resides within the Operations team.
- Representing the Wealth business at Asset Management forums and events,
- Responsible for overall accuracy of fund management data on platform (status, rebate rates, fees).
- Through the Deal Forum being partly responsible for: including sourcing and evaluating deals, structuring, implementation as well as stakeholder management.
- Build deep, value-based relationships with key intermediary partners to optimise their experience and maximise mutual business benefit to all stakeholders, and
- Drive the Investment strategic relationship / alliances agenda and work collaboratively
- Responsible for the strategic management of business relationships with all stockbrokers offered as part of local and international platforms.
- Ongoing sharing of the Wealth strategy with stockbrokers and responsible to maximise opportunities for all stakeholders.
- Approval of new stockbrokers, in line with the platform proposition, compliance, legal and existing processes. Closest relationship with stockbrokers to understand their strategies and outcomes.
- Responsible for the co-ordination and turn-around time of the Investment due diligence for new stockbrokers on the platforms
- Responsible for the co-ordination and turn-around time of the operational due diligence for new stockbrokers on the platforms, including resolutions on data requirements.
- Key platform contact person for all stockbrokers, both locally and internationally. Operational and day-to-day management of trading and pricing enquiries and contract-level enquiries resides within the Operations team.
- Responsible for the strategic management of business relationships with all discretionary fund managers offered as part of our local and international platforms, from a platform perspective.
- Ongoing sharing of the Wealth strategy with DFM’s and responsible to maximise opportunities for all stakeholders. Sharing feedback and industry-relevant information back into the Wealth proposition and operational teams.
- Approval of DFM’s, in line with the platform proposition, compliance, legal and existing processes.
- Related Tertiary Qualification(s) - BCom Economics / Investment Management / Finance.
- Minimum of 5 years’ institutional investment experience that include client-facing responsibilities.
- CFP accreditation would be an advantage.
- Knowledge of the South African Investment Industry, including Linked Investment Service Providers (LISPs) and unit trusts.
- In-depth knowledge of the asset management industry, DFM market and IFA business models
- Good understanding/knowledge of the various distribution channels, financial advisors and investment markets.
- Good understanding of the investment industry, investment products and structures.
- Full computer literacy with competency on the MS Office suite.
- Strong presentation skills, ability to present to clients as well as direct investors 27.1mm

Ability to commute/relocate:

- Midrand, Gauteng: Reliably commute or planning to relocate before starting work (required)