Institutional Client Manager

  • Aquarius Recruitment Specialists
  • Cape Town, Western Cape, South Africa
  • May 17, 2017
Permanent Investment

Job Description

An Institutional Client Manager vacancy has arisen at the Company. Preference will be given to appropriately qualified, previously disadvantaged candidates in order to achieve the numerical goals and targets to address the Company’s EE Plan. The successful candidate will report to the Head of the Institutional Business.


Key Responsibilities

  • Take responsibility for an assigned group of institutional clients and consultants
  • Provide in-office support to institutional client facing personnel and report on all relevant client matters
  • Coordinate client interactions, including report backs, due diligence reviews and other relevant communication
  • Deal timeously and professionally with client queries
  • Build strong client relationships at appropriate levels to ensure effective communication
  • Maintain client database to strict minimum standards
  • Capture and store client documents correctly
  • Client take-ons and transitions:
    • Ensure that relevant information is communicated timeously with administration and investment teams
    • Draft and implement Investment Management Agreements and mandates, following internal sign off processes
    • Gather, store and maintain Know your Client (KYC) information
    • Perform appropriate Anti Money Laundering (AML) screening
  • Develop and maintain client reports that may include competitor information, identify mandates at risk or new business opportunities
  • Manage ad-hoc team projects, including periodic mandate investigations
  • Act as team representative on certain company-wide projects
  • Draft quarterly investment commentary and finalise with portfolio managers for assigned mandate types
  • Customise appropriately for specific clients
  • Approve and sign off institutional fact sheets and website copy
  • Provide clients with customised reporting where required
  • Present to select clients on business and investment related matters. This function may develop over a period of time


Required Skills

  • Good understanding of investment management concepts, including investment philosophy, process and products
  • Passion for exceptional client service
  • Strong relationship management and networking skills.
  • Client servicing experience in the asset management or investment consulting area is preferred
  • An ability to communicate in a simple and concise manner with colleagues and clients, both in oral and written form
  • Sound presentation skills
  • A team player who relates well to colleagues and clients


Qualifications and Experience

  • An appropriate tertiary education with a good understanding of investments markets
  • At least 5 years’ experience in asset management / financial services industry


Key Competencies

  • Attention to detail/high accuracy levels
  • Excellent oral and written communication skills
  • Strong planning and co-coordinating skills and good time management
  • Self-motivated with high levels of initiative
  • A team player and able to build strong working relationships with colleagues and clients
  • Strong analytical ability
  • A willingness to continuously learn

Job Level


Salary Range