A vacancy has arisen for a Client Director within the M&G Wholesale Business Team. As a Client Director at M&G, you will focus primarily on developing and managing existing strategic relationships and partnerships with the wholesale market, particularly discretionary fund managers, multi-mangers, investment consultants, umbrella funds, and insurers.
This pivotal role will support the business's strategic growth objective by credibly representing the business and our various investment capabilities locally and globally. The ideal candidate must demonstrate a deep understanding of the South African wholesale market.
Key ResponsibilitiesBuild and maintain strategic relationships with existing wholesale clients by taking a strong client-centric approach to service delivery and developing collaborative, value-adding partnerships with them.Work and collaborate across the various internal business units to effectively deliver superior client solutions for a dedicated panel of clients and potential clients.Deliver high-quality investment presentations to existing and potential clients.Participate in public forums, host/present webinars, fund conferences, and investor road shows to support investment and distribution teams.Ensure that all client queries are efficiently and timeously resolved because of having built good internal stakeholder relationships.Take strategic ownership of driving fee negotiations with clients and internal stakeholders.Identify clients that are at risk and develop the appropriate strategy for engagement with those clients.Build, develop, and maintain new relationships with potential clients and consultants across the different market segments to grow the wholesale business.Provide regular internal market intelligence that contributes to thought leadership.Analyse competitor products concerning flows, performance, fees, to strategically retain and grow assets under management.Analyse global industry-specific trends and discuss them within the team and the broader distribution business.Contribute towards/and or drive strategic and innovative marketing initiatives to position thought leadership.Maintain accountability of client onboarding processes and collaborate on distribution projects.Manage the client relationship system with high data integrity.Mentor staff and foster a high-quality learning environment by demonstrating thought leadership within the team to ensure knowledge sharing and development.Facilitate and oversee completing and reviewing due diligence questionnaires for existing and potential clients.Ensure compliance with distribution processes and practices and internal/external standards.Attributes, Qualifications, Skills & ExperiencePostgraduate degree in finance or related field (CFA, MBA, or Master's (finance related) preferred) with a solid understanding of investment markets.Minimum 7-10 years of relevant senior client-facing experience in asset management or investment consulting, with a proven track record in client-facing wholesale/institutional distribution.Strong commercial acumen and business insight, solid understanding of investment products and the wholesale landscape.Client-Centric Approach: Exceptional listening skills to understand the client's goals, risk tolerance, and investment preferences.Relationship Building: Establishing trust, demonstrating credibility, and providing excellent customer service.Communication and Presentation Skills: Clear and effective communication is critical for a client director.Business Development: Skilled in identifying and pursuing new business opportunities.Problem-Solving and Decision-Making: Adept at analysing situations, identifying solutions, and making informed decisions.Integrity and Ethical Conduct: Adhere to high ethical standards and act in clients' best interests.Adaptability and Continuous Learning: Stay updated on industry developments and continuously enhance your skills.Teamwork and Collaboration: Ability to collaborate effectively with internal teams.Results-Driven Mindset: Focus on achieving results and exceeding client expectations.Willingness to travel extensively and function effectively when working remotely.Contract typePermanent
LocationCape Town
Published Date2024-09-13
Application Deadline2024-10-04
We're focused on investment excellence.M&G Investments is a global asset manager with operations in 28 countries. We are building a diverse and inclusive environment where everyone can thrive.
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