A vacancy has arisen for a Client Associate Manager within the M&G Client Associate Team. As a Client Associate Manager at M&G, you will play a pivotal role in managing and supporting a team to assist client-facing colleagues. The ideal candidate will foster collaboration, transparency, and continuous improvement within the team. Responsibilities include structuring efficient workflows, aligning internal processes across various departments, and enhancing institutional distribution documents.Key ResponsibilitiesManage and support a team of Client Associates to assist client-facing colleagues, manage client relationships, and ensure high performance and collaboration.Develop a strategy and structure for an agile centralized workflow, enabling efficient communication and task management with iterative reviews.Mentor team members, providing development opportunities and relevant exposure to various client segments.Responsible for a panel of clients - handle client requests, including regular (monthly, quarterly) and ad-hoc reporting.Organize client due-diligence visits and report-backs, including agenda development and securing presenters.Work closely with the investment team in positioning and collating feedback for client requests.Synthesize data and find ways to automate workstreams.Facilitate the completion and review of due diligence questionnaires for existing and potential clients.Review fee invoicing and supporting calculations with finance.Oversee client onboarding processes, including mandate drafting, amendments with stakeholders, and KYC and screening requests.Collaborate with teams to enhance institutional distribution capability documents and presentations.Ensure timely completion and alignment of internal processes across Legal, Investment, Operations, Compliance, and Transitions teams.Maintain processes to ensure CRM system functionality and data integrity.Manage the communication strategy for clients, including maintaining target communication lists.Prepare and maintain monthly and quarterly reports on client flows, AUM, and fees.Provide key reporting dashboards and intelligence to the client-facing team.Oversee multiple projects within the institutional client value chain and represent the institutional client segment within relevant operational streams as required.Attributes, Qualifications, Skills & ExperiencePostgraduate degree in finance or related field with an understanding of investment markets.Minimum 5 years of relevant experience in asset management with an understanding of the institutional market segment and stakeholders.Previous and/or current management experience in a similar role.Passion for project management and seeking effectiveness in client excellence.Solid understanding of investment products and the institutional landscape.Tenacity and strong planning, coordinating skills.Self-motivation and ability to maintain high levels of productivity.Experience in managing and leading a team.Ability to mentor team members and an understanding and focus on development.Clear and confident communication skills at all levels and strong analytical abilities.An ability to build strong working relationships with colleagues and clients.Strong analytical ability and productivity.Commitment to continuous learning and innovative thinking.Contract typePermanentLocationCape TownPublished Date2024-09-13Application Deadline2024-11-30CAM/IB/24We're focused on investment excellence.M&G Investments is a global asset manager with operations in 28 countries, over 5.5 million retail clients and R8 trillion in assets under management and administration. We are also one of South Africa's top 10 asset managers, with over R310 billion in assets under management. For over 30 years we have built up an admirable local track record for delivering consistently strong performance over time. Our aim is to help our clients achieve their financial goals, whether investing towards their first house, their children's education, or making sure that they have enough funds to retire comfortably. We work closely with experts across M&G plc's worldwide operations to bring clients access to the latest technology, investment ideas and research. We incorporate sustainable thinking in everything we do, from the way we run our business to the impact we have on the planet and our communities.To help us achieve our vision, we're looking for exceptional people who live our values of care and integrity and who can inspire others, embrace change, deliver results and keep it simple. We're looking for people who will enjoy the challenge of working in an ambitious business that's set on transforming the industry.We are building a diverse and inclusive environment where everyone can thrive. In order to meet the objectives set in our Employment Equity plan, preference may be given to suitably qualified candidates from designated groups.
#J-18808-Ljbffr