Senior Client Liaison Officer Vunani Fund Managers (VFM) is a South African fund management company that provides clients with a range of institutional investment products.
We are building a top ranked fund management business focusing on investment performance and client services.
VFM is looking for a suitably qualified EE candidate to fill the role of Senior Client Liaison Officer.
Purpose of the RoleThe Senior Client Liaison Officer works closely with the Fund Managers and is generally the first point of contact for clients' administrators and consultants regarding audit requirements, reporting and administration.
The purpose of the role is to be the link between the client (including their administrators, consultants and auditors), the front office (fund managers and dealing desk) and the back office (administrators and custodians).
The role can be divided into four sections, namely: relationship building; reporting; query management and operational efficiency.
Required Technical Skills and KnowledgeQualificationsMinimum - Diploma in AccountingBCom or other relevant qualificationExperience5+ years in a client administration environmentWorking knowledge of equities, bonds, derivatives, collective investments and money market instrumentsStatutory ComplianceGeneral understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements.
Key AccountabilitiesBuilding relationships with clients in conjunction with the Fund Manager and Business Development teamAdministration and reportingLiaising with each designated client, front office and back office, attending to and resolving queries and requests on both segregated and unit trust fundsAssisting with training of junior staff/graduatesMaintaining existing processes and procedures as well as documenting new ones as the need arisesCore CompetenciesExcellent communication skills, both written and verbal, in EnglishAccuracy (numeric)Attention to detailAnalytical and problem solving skillsSelf-motivatedTime management skills & ability to multi-taskTeam playerRemunerationCompetitive remuneration structure which takes into consideration the candidate's experience and level of responsibility. Further details of the package will be provided upon interview.
LocationNewlands, Cape Town
Contact UsTo apply, send your CV to ******. Correspondence will only be entered into with shortlisted applicants. Should you not receive a reply within 30 days of your application, please consider your application unsuccessful.
Vunani Fund Managers (Pty) Ltd is a licensed Financial Services Provider (license no 608) in terms of the Financial Advisory and Intermediary Services Act.
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