Client Fund Manager (Business Development Manager)

Recruiter:

Network Recruitment

Job Ref:

NFR005532/Angie

Date posted:

Thursday, January 9, 2025

Location:

Pretoria, South Africa

SUMMARY:
Seeking a Client Fund Manager with expertise in client relationship management across unit trusts, model portfolios, and institutional portfolios.

POSITION INFO:
This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM).

Key Responsibilities:

Develop and execute strategies to grow the client base and increase AUM.
Build strong relationships with clients, advisors, and intermediaries, delivering tailored investment solutions.
Identify and pursue new business opportunities through research, networking, and existing relationships.
Present investment solutions, provide training, and offer ongoing client and partner support.
Ensure seamless onboarding and service delivery in collaboration with internal teams.
Monitor industry trends, regulations, and competitors to refine strategies.
Report on business development activities, client insights, and market trends.

Requirements:

Bachelor’s degree in finance, business, or related fields (advanced degrees or certifications like CFP are a plus).
Minimum 3 years of experience in business development or client management within investment management.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant

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