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Client Relationship Manager - Johannesburg

Required experience and skills necessary for the position:
  • Maintain relationships with client and advisors - both local and offshore
  • Experience gained in the following Financial Services industries required: LISP / Collective Investment Schemes / Retirement Funds / Linked Life Companies / Exchange Traded Funds (ETFs)
  • Client reporting - preparation and distribution of bespoke/special client reports
  • Knowledge of the regulations and legislation that govern the Asset Management industry
  • Co-ordination of the client onboarding experience
  • Advanced Excel
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