R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
This global, top performing investment company is one of Southern Africa’s most successful third-party fund management companies. They are a pure fund management business that provides both individual and institutional investors with access to markets across a number of geographies.
They now seek a client associate to join their team. This is for someone seasoned and experienced. Great exposure and opportunity to showcase your skills!
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to play a significant support role within the global institutional business team. This is a high-performance team that is the client face (both on a client acquisition, client service and retention basis) for institutional clients of the company in both the South African and International markets.
- You will be required to be a full in-house support and back-up for the client service fund managers (FM). This includes:
- Taking key responsibility for assigned clients alongside the FM ( Fund Manager). You are able to report on all current matters pertaining to a particular assigned client and build strong client relationships so that clients feel comfortable dealing directly with the incumbent when the Fund Manager is not available;
- Work closely with the FM and the dedicated client relationship manager (CRM) to ensure all queries and issues around the client and products are dealt with efficiently and professionally;
- Liaise with staff at various levels of the organization and from other departments to ensure high levels of client service and administration;
- You will be responsible for client surveys, due diligence questionnaires, tenders, maintenance of the DDQ database of questions / responses:
- Take responsibility for the initial completion of these documents, to be reviewed by FM’s. The process includes sourcing information from various areas of the business, dealing with senior managers for input and ensuring all reviews are completed timeously;
- Taking ownership for the submission and delivery accurately and within stringent time constraints;
- Ensure that the due diligence database of answers to questions is updated and is maintained at all times;
- You will be responsible for the input and maintenance of all external client / consultant databases, both local and international. These databases are the most critical interface the company has to clients / consultants globally (of equal importance to performance) and hence need to be accurate and updated regularly;
- You will be required to collate and take responsibility for maintaining accuracy and quality of all other client-related collateral, strategy fact sheets, client queries, salesforce updates, meeting minutes, process documents / manuals etc.;
- You will be required to assist with the preparation of legal documents relating to clients and ensure accurately captured, stored, maintained and scanned;
- You will be required to deal with all other business and product related queries within the team;
- You will be required to ensure the CRM system (salesforce) is up to date and accurate for funds that the incumbent is allocated as the CA;
- You will be required to take responsibility for ad-hoc projects as assigned with pride and diligence
- You will be required to ensure all process documents are kept up to date and enhanced where possible;
- You will be required to assist with client communication distributions via salesforce marketing cloud, including contact list generation and distribution, as and when required;
- You will be required to provide training and mentoring to new starters and junior team members;
- You will be required to assist with general tasks in the area as and when required;
- You will be required to act with integrity and professionalism at all times and uphold the company’s culture and values.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have a strong ownership mentality and a willingness to take responsibility for tasks through to completion- with pride and accuracy;
- You have a keen eye for detail, goal orientated and a willingness to learn and be hands on;
- You are highly organized, good at multi-tasking and able to deal with people at all levels.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a B.Bus Sci, CA (SA) (numerical subjects);
- You have a minimum of 5 years current, relevant working experience in asset management;
- You have analytical / quantitative experience;
- You have database management and advanced Excel skills;
- You have knowledge of Microsoft Office Suite.
You are passionate about the institutional business. You are able to add value from day one and take pride in your work. You will be rewarded well for this expert role.