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CRM - Pooled Funds

Tel +27 (0)21 461 9595 | Fax +27 (0)21 461 9593

Consultants Name: Brent-David
Are you self confident, assertive, good communication skills and looking for a change in environment? We seek a Client Relationship Manager (Pooled Funds) to be apart of this top asset manager in Cape Town.

Duties include:

  • Main point of contact to client/ consultant/administrator
  • Responsible for dealing with all client queries/requests
  • Maintain internal relationships/assist portfolio managers/analysts/other parties
  • Daily client valuation reporting
  • Reviewing monthly and quarterly reporting
  • Monitoring pricing and distributions of Unitised Portfolios
  • And other Ad hoc duties

Require someone with strong administration skills, good accounting knowledge, excellent attention to detail and ability to service clients telephonically. Min 1-2 yrs relevant experience in Financial Services/Asset Management. Commerce degree or equivalent (strong in Accounting, Investment Management subjects).

If you do not receive a response within 2 weeks, please consider your application unsuccessful.

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Date added: 2010-07-28 12:57:22   
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