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

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