Client Relationship Manager - Personal Share Portfolios

A financial services client, based in Umhlanga is looking to employ a Client Relationship Manager to support two Portfolio Managers (PM's)

A mature person (preferably billingual) who has worked in either stockbroking or with private clients.

Purpose Of Role

The Client Relationship Manager is required to provide a technical support service to the Portfolio Managers. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Portfolio Managers, developing client relationships and ensuring that we always provide a positive professional experience.

Responsibilities

Portfolio Management Administration
Deals with Portfolio Managers client instructions timeously
Works well with Advisor offices and the core administration teams on behalf of Portfolio Managers
Performs all mandate completion and client onboarding steps with central operations team
Uses knowledge of products/process to ensure end to end finalization of client instructions or queries
Develops good verbal and written interaction with Advisor offices and central operations
Assists Portfolio Managers with client reviews
Client Services
Implementation of the client services experience, as defined by the Head of Operations
Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.)
Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Managers
Operational Support (administrative support)
Capturing and preparing client records and uploading related documents on relevant client management tool i.e. xPlan
Ongoing maintenance of client data
Capturing, fulfilling, and preparing client files ensuring all compliance paperwork is present and confirm client risk profile
Prepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as required
Schedule tasks on xPlan for reviews in line with agreed client engagement terms
Preparation of all review packs / documents for Portfolio Managers
Support Portfolio Manager in effective client diary management and meeting preparation

Qualifications And Experience

Some years in the financial services industry
Relevant tertiary education or courses
Understanding of FAIS and FICA legislation
An understanding of:
Share portfolio account opening processes / Portfolio transfer
Dividend receipts and payouts
Corporate actions
Client statement preparation and distribution

Competencies

Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential)
Experience with XPlan; DMA; Marble; OPUS is an advantage
Good verbal and written communications skills
High energy individual who is customer centric and relationship orientated
Organizational skills, ability to prioritize, plan and manage projects
Ability to collaborate with others
Critical thinking: ability to strategize, research and interpret
Strong analytical, math and research skills

Desired Skills