Client Relationship Manager (High Net Worth Clients) at 10X Investments

Job description

DUTIES & RESPONSIBILITIES

• Understand 10X Investments strategic and competitive positioning and deliver client services that are recognized as best in the industry.
• Develop and maintain strong relationships with high net worth clients
• Retain and increase Assets Under Management (AUM) for 10X Investment’s high net worth clients
• Work closely with 10X Investment’s marketing team and clients to co-ordinate regular events (at least once a month) for high net worth clients
• Work closely with Administration to oversee the admin and transfer process for high net worth clients to ensure a world class onboarding experience
• Support the Retail Investment Consultants with preparation for meetings with high net worth clients by preparing Quotes and Investment Comparisons
• Manage relationships with 10X Approved Financial Advisors as required
• Prepare a weekly report on the impact of your initiatives to the Managing Director of Retail

ATTRIBUTES & EXPERIENCE

• You possess excellent organizational and analytical skills with strong technical communication abilities
• You possess excellent written and oral communication skills and are able to comfortable communicate across a variety of mediums; group presentations, individual presentations, over the phone and via email
• You are professional, and a strong brand ambassador for 10X Investments
• Client first mentality, focussed on delivering a WOW client experience no matter what the opportunity or challenge
• Obsessed by detail, and meticulate in recording all client information and updates to ensure first class customer relationship management
• Knowledge of investment and wealth management strategies, supplemented by a passion and flair for passive investment strategies
• Analytical – not afraid of financial analysis, and comfortable discussing numbers
• Market Research, you know our market, customers and competition better than anyone, and you’re strong at integrating this information into your customer relationship strategies
• Ability to both lead and collaborate
• High energy, positive attitude and proven track record of high achievements
• Passionate about improving the financial future of all South Africans and to achieve this through challenging the industry status quo
• An overachiever, with high standards, and dissatisfied with achieving second best – we want your A Game!

QUALIFYING CRITERIA

• 4+ years of relationship management experience in financial services, with strong performance track record
• Bachelor’s degree in a related field (Economics, Business, Financial Management, Investments etc.) from an accredited University
• CFP qualification preferable