Client Relationship Director
Client Relationship Director
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Director is responsible to actively promote and position IQ EQ Groups (the Group) brand in view of developing and growing new sustainable business (including identifying crossselling opportunities) to enhance the Groups revenue and profitability.
To promote the Groups (principally IQ EQ South Africa (the Company) product offering of Fund Corporate Private Wealth and Family office business and enhance visibility of the Group in targeted markets to capture new business opportunities. Primary focus will be Fund Administration services with Corporate Private Wealth and Family office considered secondary.
To position the Group (principally the Company) as a service provider of choice especially for South African related business whilst maintaining and developing introducer relationships in view of generating new business opportunities and revenue.
To assist the Business Unit (BU) with timely billing of clients as part of onboarding process and for recovery of overdues in timely manner.
Tasks
- To contribute towards revenue growth of the BU and in meeting the sales target of the BU
- To be actively involved in achieving the Companys financial targets and generate incremental new business
- To provide support in developing and reviewing the BUs strategy
- To contribute in devising new strategies and tactics to grow the business especially in South Africa
- To build a pipeline of targets comprising of funds (primary focus) corporate and private wealth and family office business
- To ensure effectively business trips planning and timely provision of feedback report post business trips
- Conduct market research client and competitor analysis to identify new business opportunities
- Attend various conferences and related events as networking opportunities
- Reaching out to fund managers to promote fund administration and global offering
- Actively engage with business partners to receive introductions into the fund management/ fund promote space
- To prepare/assist in preparing RFPs technical and financial proposals for clients as well as presentations marketing materials and any other relevant collateral required
- To ensure that the Company brand and reputation is maintained to the highest standards and also ensure that sales and revenue generation practices are consistent with the high standards of client service for which company is known
- To develop and build relationship with a network of introducers both locally and overseas in order to increase new business opportunities and revenue
- To provide support in implementing new sales and business development initiatives in view of identifying new opportunities and seek referrals from clients. Responsibilities include of sales strategies closing of sales propositions and meeting sales targets
- Identify target markets/ clients and complete detailed planning to win new business
- To manage seamless handover to client directors and Business Implementation team to onboard new clients
- To manage introducer relationships via proactive & coordinated planning
- To identify clients needs and product gaps and liaise with product specialist in order to develop appropriate solutions
- To ensure close interaction with the product specialist and develop close relationship with the team to support the business engagement
- To work in close collaboration with client directors and operations team to ensure the highest levels of client service
- To ensure effective cooperation / liaison with key stakeholders across the Company and the Group
- To be constantly abreast of latest sector / market development as well as regulatory changes and transfer the knowledge to colleagues
- To work in close collaboration with other members of the BU and product specialist to manage enquiries RFPs proposals etc.
- To ensure adherence to relevant policy licences regulation & legislation including crossborder business solicitation awareness & requirements
- Ensure protections of information assets of IQEQ MU and to abide by the ISMS in place at IQEQ MU
Qualifications
Key competencies for position and level
- Customer focus
- Communicates effectively
- Organisational Savvy
- Builds Networks
- Collaborates
- Business Insights
Key behaviors we expect to see
In addition to demonstrating our Group Values (Authentic Bold and Collaborative) the role holder will be expected to demonstrate the following:
- Approachability
- Good Negotiation Skills
- Proactivity
- Market prospection
- Relationship Building
- Taking ownership
Deliverables (KPIs)
- Ontime delivery
- Revenue; Cost to Income Ratio; PAT Client satisfaction feedback; Brand profile and visibility; Profitable new clients/structures; Increased market share; Global distribution & channel management
Qualifications :
Required Experience
Education / professional qualifications
- Degree holder and/or related Professional qualification.
Background experience
- Minimum 6 years relevant working experience in relevant field. Proven experience in the financial services industry specifically the alternative funds space and should have an established network within the funds industry.
Additional Information :
At IQEQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
