Client Relationship Manager

The candidate will be required to work within the distribution team of Aeon Investment Management with responsibilities relating to client service (institutional and retail). The ideal candidate will be expected to take full responsibility for work assigned and relish the prospect of gaining broad exposure to the investment management industry. The team expects the candidate to be a team player, yet an independent intellectual committed to working with integrity and honesty.

As a boutique investment firm with a growing client base, the candidate will be expected to possess the ability to excel in a high-performance team dedicated to offering a client centric service, in a fast-paced environment. The role requires a candidate who is willing to work outside of their KPAs where required. The candidate must be confident their contribution will help Aeon Investment Management remain a resilient, efficient and effective company.

Aeon Investment Management is an equal opportunity employer offering excellent compensation for suitable candidates. Preference will be given to candidates from designated groups. All new staff are required to complete a six-month probation period.

Primary role: Full supervision of client service management.

The successful candidate will be working in a team alongside the current Client Associate and will be reporting to the Head of Distribution.
This will incorporate the responsibility for the preparation and assistance of administrative requirements including but not limited to the following:

Client Service Management

• Assume responsibility for institutional and retail clients and ensure all client and internal queries are identified and actioned accordingly, per SLAs.
• Facilitate client engagements, report submissions, due diligence questionnaires, and other pertinent correspondence and requests. Manage and oversee client communication pertaining to contacting clients telephonically, written communication, or in person meetings to ensure the client service levels are conducted in a timely and responsive manner.
• Provide clients with customised reporting where required.
• Present to existing clients on business and investment-related matters.
• Build strong client relationships at appropriate levels to ensure effective high level client fulfillment and service.
• Assure timely communication of relevant information with operations and investment teams and offer assistance where collaboration is required.
• Manage ad-hoc team projects, including periodic mandate investigations, checks and internal reviews.

Business Development Coordination

• Handle client inquiries promptly and professionally. Act as team representative on certain company-wide projects.
• Client take-ons and transitions including the composition and effecting Investment Management Agreements and mandates, adhering to internal approval protocols with required stakeholders’.
• Thoroughly examine and ensure the quality of submissions for tenders and due diligence questionnaires’.
• Where required, attend key industry events and prospective client meetings and invitations.
• Conduct industry research related to Distribution and industry trends.

Process & Procedural Management

• Maintain client database to strict minimum standards, capture and store client documents correctly.
• Collaborate with the Distribution team to develop and implement business development strategies, including marketing initiatives and client events.
• Lead Liaison with various stakeholders when opening Local and Global Multi-asset accounts including but not limited to cash and custody accounts, securities accounts. Ensuring accurate and timely processing of account openings, closures, and modifications.
• Lead and coordinate scrip lending with the relevant parties and dealing and implementation desk to ensure accuracy of recorded data against relevant portfolios.
• Create and update client reports that could encompass competitor details, pinpointing jeopardised mandates, or highlighting new business prospects.

Qualifications: Commerce or finance related qualification – B Comm, B Bus Sci, Economics.

Experience: Minimum three years working experience in investment management, client relationship management, or a related field. With a keen interest for investments markets and client service process management.

Systems skills required:

• Highly Proficient in Microsoft PowerPoint
• Moderately Proficient in Excel
• RE 5 – Representative (beneficial, but not imperative at appointment)

• Possess a strong business acumen and industry knowledge.
• Ability to work in a fast-paced, dynamic environment including excellent time management.
• Demonstrate excellent verbal and written communication skills with the ability to communicate complex information to both technical and non-technical stakeholders.
• Team Player who can continuously work collaboratively in a team environment, with strong focus on client service outcomes.
• Problem- solver with proven ability to resolve client issues and queries in a timely and professional manner.
• Adaptability in order to respond to changing market conditions, client needs and business priorities.

Systems skills required:

• Highly Proficient in Microsoft PowerPoint
• Moderately Proficient in Excel
• RE 5 – Representative (beneficial, but not imperative at appointment)

Screening Process:  Will include tests to assess candidate capabilities & skills in relation to handling client relationships, resolving queries and communication style.

Aeon Investment Management values its employees and offers the best talented individuals an opportunity to work with our clients. Interested candidates can email their CV’s and full academic transcripts (including matric results) to careers@aeonim.co.za

• Please send your documents through in PDF format.
• Incomplete submissions will not be considered.
• Potential Candidates will be contacted for further interviews which may need to be conducted via video call.
• Please ensure sufficient availability.

If you do not receive a response from us within four weeks, please assume your application was unsuccessful.

Note: Only open for South African citizens.