Senior Client Manager – Retail Investments (Sandton/Cape Town)

Note: This opportunity is specifically earmarked for an Employment Equity candidate.

Are you an experienced investment professional with excellent communication skills and a proven ability to build and maintain client relationships? If so, I have an exciting client-facing opportunity available at one of SA’s leading Investment Houses for an experienced Investment Professional to build and maintain strategic relationships across mainly retail, but also institutional investment markets.

This role could either be based in Cape Town, or Sandton (ideally).

Key Functions:

• Primary focus – engage with clients with a view on growing market share.
• Liaise with key industry stakeholders such as Multi Managers (FOF’s) and Discretionary Fund Managers (DFM’s)
• Strong relationship and networking focus to accomplish sales targets.
• Understanding the firms’ investment products, services and capabilities.
• Builds and develops a pipeline of prospective clients.
• Ensures compliance with financial services regulations.
• Provides advice and consults on a wide range of products & investments to corporate/institutional clients.
• Successfully develops and leverages CRM system to optimize client engagement.
• Maintains and services existing clients by doing ongoing account management duties including but not limited to due diligences, report backs and client visits.
• Identifies threats to existing accounts and drives appropriate action to retain assets.
• Plays a team role in sales and retention of institutional clients and fulfils reporting processes and business practices for these clients.
• Ensures sales targets are met and existing assets are retained.

Key Requirements:

• A relevant tertiary finance/investment qualification.
• CFA strongly preferred.
• FAIS Compliant.
• At least 5 years investment industry experience (ideally spanning both the retail market and the institutional market), ideally in a business development / sales role.
• Exceptional sales capability (demonstrable).
• Exceptional relationship building, growing and retention capability (demonstrable).
• Highly technical understand and application of investment capabilities (demonstrable).
• Excellent communication skills (both written and presentation skills) and comfortable interacting with clients.
• Team player with a positive attitude.
• Driven self-starter.
• Regrettably, only SA citizens will be considered.

Note: A candidate’s CV would under no circumstances be discussed / disclosed without the candidate’s explicit, prior consent.


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