Retail Client Relationship Manager at Sygnia Asset Management

Job description

DUTIES AND DAILY RESPONSIBILITIES:

• Provide information to clients on products and funds available on the Retail Platform
• Train and support IFA’s and Direct Clients on Procedures, Quotes systems Portal sites and completion of application forms and supporting documents pertaining to FICA and FAIS
• Provide feedback in the format requested by the client or advisor within the turnaround times according to the timing set out
• Attend to and refer all escalated queries to the departments responsible and follow up on feedback
• Identify the root cause of queries and provide accurate and speedy resolution
• Maintain a good internal department relationship to ensure that you get the maximum support collaboration
• Report any product or special needs that the advisor may have to the Sales Team
• Research of financial markets and fund performance in order to provide valuable feedback to clients
• Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients
• Understand and manage risks and risk events relevant to the role and immediately report any findings to the Retail Manager for discussion and resolution. (FICA and FAIS)
• Send monthly reports and progress reports to advisors when requested
• Maintain a healthy team spirit by assisting peers where needed.

ROLE QUALIFICATIONS AND EXPERIENCE

• BCom or equivalent undergraduate degree /diploma us preferable
• At least 2-3 years’ experience in Client Servicing
• Experience in the Linked Investment Service Provider (LISP) environment administration is preferable
• Experience in the following Financial Services industries is an advantage: LISP, Collective Investment Schemes, Retirement Funds, Linked Life Companies, Exchange Traded Funds (ETFs)
• Advance excel skills

COMPETENCIES REQUIRED

• Strong organisational skills – a passion for getting things done quickly and correctly
• Ability to work both within a team and individually
• Be a self-starter and must be proactive in taking ownership for their own learning and career development
• Be discreet, professional and well-spoken
• Ability to manage multiple projects while prioritizing work assignments