Client Relationship Manager - Investment Management

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Locations: Cape Town

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: V-08948

See yourself being part of a large, transformational change? This could be the role for you!

Who we are

At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better every day. Iress is one of Australia’s largest technology companies and employs more than 1,900 people across Australia, the United Kingdom, South Africa, Canada, New Zealand and Asia.

Role purpose:

This role is responsible for the portfolio management of key existing clients that are of significant strategic importance to the organisation by building and maintaining strong relationships.

Viewed as an essential link between the needs of the client and the capabilities of Iress to meet those needs, the client relationship manager ensures that both parties deliver on their contractual commitments, build a mutually beneficial, sustainable relationship and ensure any opportunities for new business within the client portfolio are identified and converted into revenue growth.

Your objectives and responsibilities will focus on...

Build and maintain client relationships including being a trusted contact point for key decision makers.
Engage with clients to understand their overall strategy, business problems and priorities and where we can deliver solutions.
Achieve agreed monthly, quarterly, and annual revenue targets that incorporate client retention, and uplift from increased usage and the sale of additional solutions.
Achieve agreed activity targets that focus on regular proactive client engagement in line with a structured plan.
Apply the Iress commercial ways of working in all activities including engaging with clients and prospects via our chosen methodology, process and tool-set.
Produce and implement successful client management plans.
Lead commercial negotiations and ongoing revenue forecasting for clients.
Work with clients to implement and ensure adoption of Iress products.
Support the delivery of new and enhanced product features and propositions to the market.
Be a point of escalation and information for client support teams.
Build a network within the industry including clients and prospects and contribute to opportunities to promote Iress.

To be successful in this role…

Strong Investment Management industry experience and knowledge.
Previous Portfolio Management experience is essential.
Commercial awareness and able to contribute to broader business conversations.
A natural networker and strategic relationship builder - internally and externally.
Proven track record of delivering against targets.
Experienced with working cross-functionally to bring about the right results for clients.
Able to communicate in a clear, concise and unambiguous manner.
The ability to engender quality across teams including in client communications and presentations.
A modern thinker, looks to the future while ensuring practical, commercial outcomes are achieved.
Excellent negotiation skills and organisational skills.
Able to coordinate and manage large projects.
Strong commercial and financial acumen.

Why work with us?

8 paid days per year to extend your weekends.
State-of-the-art offices.
New Short-Term Incentive and Recognition program.
Casual dress, flexible work policy.
Access to learning and development programs through Udemy.
3 days’ leave per year for charity initiatives.
Global 36-hour hackathon.
Starting school leave - 8.5 days of leave to assist your kids with the transition to school.
Life Insurance & Private Medical.
Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work.

Employment Type

Employee

Time Type

Full time

About Us

Get in touch

Any questions? Contact the Iress recruitment team at:

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Iress

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Client Relationship Manager - Investment Management