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Job Summary
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.
CA Financial Appointments
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