Client Service Fund Manager: Southern Africa- Coronation Fund Managers

Job Description

Institutional client servicing and retention using a good understanding of investment markets, Coronation portfolios and views and the South African savings landscape.

Duties and Responsibilities

• Act as custodian for a specific group of CFM clients.
• Being the conduit for all institutional clients between investment and operations teams and ongoing meeting of clients’ requirements
• Build and maintain strong relationships with these clients, as well as designated consultants and potential clients
• Ensure clients are in the right product for their needs
• Be aware of CFM’s full product range and make clients aware of alternative products where appropriate
• Coordinate and manage the mandate process and any other client-related matters
• Client interaction, report backs and information sharing to targeted client groups
• Client development
• Presenting to clients with gravitas
• Keep clients abreast of market events on a regular basis

Ideal Experience

• Ideally at least 5 years’ investment industry-related experience
• Able to liaise and present with credibility and impact
• Understanding of institutional asset management, industry dynamics and distribution networks
• Client oriented experience and personality profile

Ideal Qualifications

• Investment or related university qualification

Most Important Attribute

• Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion.
• Attention to detail, goal orientated and a willingness to learn and be hands on.
• Ability to present well and build good relationships externally and internally.

Systems Knowledge

• MSOffice including PowerPoint
• Database experience