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Johannesburg: Client Relations Specialist (Asset Management)

Client Relations Specialist (Asset Management)

Posted on 2025-02-13

Salary 380000 Annually

Location

Job Summary

Highly successful, international investment management company seeks a dynamic Client Relations specialist with relevant client relations experience in Investment management / asset management / Unit Trust Management This is an AA position, and the candidate must have completed BCom (Honours) (Investment Management) and minimum 1-2 years client relations experience within an Asset Management / Investment firm or Financial planning . Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important. Your duties will include: Develop trusted relationships with clients and becoming an expert resource Provide expert initial and ongoing training on their custom IT system Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company. Manage and leverage internal resources to meet deliverables Proactively cultivate relations and be prepared to engage socially where beneficial Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required) Strategic and creative thinking to suggest improvements to productivity, service quality and processes Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry. Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by the end of February 2025, please consider your application unsuccessful.

Client Relations Specialist (Asset Management) position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-02-13 in the Accounting Finance category

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