Client Director at M&G Investments Southern Africa

Overview

We’re seeking a highly driven Client Director who can build and maintain strategic partnerships with our wholesale clients, including Discretionary Fund Managers, Multi-Managers and Advice Networks. This key role will help the business meet its strategic growth objectives by credibly representing the business and its investment capabilities.

The ideal candidate will be a self-starter with high initiative and activity, upholding client-centricity in all they do.

Key Responsibilities

• Build and maintain strategic partnerships with wholesale clients, including Discretionary Fund Managers, Multi-Managers and Advice Networks
• Demonstrate comprehensive knowledge of the retail and wholesale market and investment landscape to drive new business and effectively grow our assets under management.
• Undertake strategic account planning based on an in-depth understanding of client strategies and value propositions to appropriately identify opportunities to position M&G’s investment capabilities. This includes effectively interpreting performance data to utilise results to build a client strategy factoring in specific client needs.
• Achieve targeted AUM objectives by initiating and furthering new business activities for new and existing clients.
• Ensure a high standard of client engagement, including frequency and quality of client contact.
• Co-ordinate, manage and deliver client presentations, including new business presentations and regular report-back presentations.
• Be aware of industry and legislative developments (both domestic and international), assess implications and develop appropriate strategic responses where required.
• Drive fee and new business proposals and manage and coordinate the development of various legal agreements with clients.
• Ensure professional and appropriate client-related communication, presentations, due diligence documents, investment commentaries and other client-related servicing.
• Coordinate support from other business areas to ensure professional and efficient client delivery.
• Develop thought-leadership articles and presentations to aid M&G’s marketing initiatives.
• Participate in public forums, fund conferences, and investor road shows supporting M&G’s strategic initiatives.
• Ensure accurate and up-to-date administration of CRM system in terms of all client-related communications and activities.
• Manage distribution of periodic marketing collateral within the market.
• Co-ordinate and provide input into the Due Diligence Questionnaire process, collaborating with various internal stakeholders in close partnership with the Tender Management Team.
• Oversee and support the onboarding process for new clients, working closely with internal stakeholders.
• Identify opportunities to streamline processes and procedures, providing more efficient and timely execution of team tasks.

Qualifications, Skills & Experience

• An appropriate tertiary education with a good understanding of investment markets, economics and investment products (CFA, CIPM designation, and similar will be an advantage)
• Minimum 5 years of experience in asset management/asset consulting/discretionary fund management/family offices / financial services industry
• An understanding of both retail and institutional product lines, as well as alternative and offshore strategies.
• Strong commercial acumen and business insight, with a good understanding of investment concepts

Competencies & Personal Attributes

• Seek to build long-term relationships/partnerships with clients that add value for all parties involved.
• Can communicate, present, and speak with confidence and clarity from an informed, value adding perspective to various stakeholders including clients, industry peers, fund managers, senior management etc.
• Is a strategic thinker and natural resource investigator with strong research and strategic analysis skills.
• Employs an opportunistic approach and always looks for trends, problems and opportunities to exploit.
• Can pre-empt client’s concerns and questions and undertakes in-depth research and homework before an engagement to ensure they can respond appropriately and confidently.
• Passion for exceptional client service
• Team player who can cultivate a strong network of “relationships” both within the business and externally. 
• Is proactive and takes initiative. Thinks positively and is focused on finding solutions.