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Client Relationship Manager

2 weeks ago

Cape Town, South Africa RisCura Full time

Applications Close 20 June 2025

**Location**: Cape Town**Reports To**: Head of Client Relations / Client Services Manager**Application Criteria**:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Professional certifications (e.g., CFA, CFP, or equivalent) are an advantage.

**Experience**:

- Minimum of 4-7 years of experience in client relationship management or financial services, ideally within investment banking, wealth management, or asset management.
- Proven track record of managing corporate or institutional accounts.
- Experience in client relationships and building relationships.**Purpose of Job**:
The Client Relationship Manager (CRM) is responsible for managing and developing relationships with institutional investors, corporate clients, and internal stakeholders. This role involves maintaining client satisfaction, identifying opportunities to enhance the client experience, and ensuring that clients receive exceptional service within the financial services sector.

**Key Competencies, Skills and Attributes**:

- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical skills and financial acumen.
- Knowledge of regulatory requirements in financial services.
- Ability to work independently and collaboratively in a team environment.
- Highly motivated, goal-oriented, and results-driven.
- Ability to manage multiple client accounts and prioritise tasks effectively.
- Strong problem-solving skills and proactive approach to client issues.
- Exceptional attention to detail and organisational skills.

**Monthly/Daily Tasks**:
**Client Relationship Management**:

- Build and maintain long-term relationships with key clients.
- Serve as the primary point of contact for clients, addressing queries, concerns, and service requests.
- Actively engage with clients to understand their investment needs and goals.
- Conduct regular meetings with clients to review account performance, address issues, and offer strategic advice.

**Account Management**:

- Oversee the day-to-day management of client accounts, ensuring that all service deliverables are met.
- Liaise with internal teams (e.g., investment analysts, portfolio managers) to ensure client needs are met.

**Client Retention & Satisfaction**:

- Develop strategies to ensure high levels of client retention and satisfaction.
- Manage client expectations and resolve any issues in a timely and professional manner.
- Monitor client feedback and work closely with internal teams to ensure continuous improvement.
- Collaborate with cross-functional teams, including sales, marketing, and operational departments, to deliver integrated solutions and enhance overall client experience.
- Conduct thorough needs assessments to identify areas for improvement and suggest innovative solutions to drive revenue growth and retention.

**Sales & Business Development**:

- Understand the client’s needs and work with internal teams to craft solutions to meet those needs.
- In time, support the acquisition of new clients by leveraging existing relationships and networks, and contribute to the development and execution of marketing and business development strategies.

**Reporting**:

- Ensure clients receive regular reports and insights into the performance of their portfolios and general service delivery.

**Compliance & Risk Management**:

- Ensure compliance with all regulatory and legal requirements in client dealings.
- Ensure that all client communications and documentation adhere to industry standards and company policies.
- Identify potential risks in client relationships and collaborate with compliance and risk teams to mitigate these risks.

**Remuneration**:

- Market-related