Client Relationship Manager

Recruiter:

CA Financial Appointments

Job Ref:

54899

Date posted:

Thursday, September 12, 2024

Location:

Tokai, South Africa

Salary:

Market related

SUMMARY:
Established and successful stockbroking team seek a Client Relationship Manager to join their team.

POSITION INFO:

Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support.

Responsibilities:

Manage and escalate client issues and concerns
Build and maintain strong client relationships
Act as CRM system support, ensure the database is accurately updated with client information
Manage and complete presentations for client meetings and pitches
Liaise with central marketing team, ensure branding guidelines are applied to all presentations and proposals
Maintain library of templates on presentations, proposals
Coordinate local and international meetings (Teams and in-person) required for client meetings
Coordinate local and international trips (flights, accommodation, and meetings) required for business development and client meetings
Manage marketing materials, rooms, gifting, catering etc required for client meetings and engagements
Assist CEO with coordinating and administration tasks internally and externally
Relay feedback to CEO on status of various projects

Requirements:

Minimum of a completed tertiary qualification Diploma / Degree in Administration, Finance, Commerce
Must have 4-6 years experience in investment management / stockbroking environment with exposure to institutional client service, client engagement and business development support
Must have advanced skills in MS Office, PowerPoint, Excel, Word
Previous experience working with a CRM systems
Service driven and client centric, organised, excellent time management
Positive, pro-active team player, able to work well in a team environment
Accurate, meticulous attention to detail
Excellent communication skills, both verbal and written skills

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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