Asset Management: Client Relationship Officer

Location

Role is based at the V&A Waterfront, Cape Town

Job Classification

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. In house we have two main fund solutions. The first being the Core Range which follows a rules-based (passive) investment philosophy.  We also have tThe Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Purpose

To support the Nedgroup Investments Cash team deliver on their sales and service goals and deliver an exceptional client service to their clients.

Job Responsibilities

• Serve as a key point of contact for clients, ensuring queries are addressed promptly and professionally.


• Oversee client onboarding processes, ensuring adherence to service level agreements and a seamless experience.


• Maintain clear and consistent communication with clients and internal stakeholders to deliver exceptional service.


• Identify and resolve common service breakdowns, implementing corrective measures to enhance client satisfaction.


• Monitor daily cash CRM flows and track client instructions to ensure operational efficiency.


• Support Cash Business Development Consultants with administrative tasks and client engagement activities.


• Collate and distribute monthly and quarterly client reports accurately and on time.


• Ensure timely distribution of market-related information to clients and stakeholders.


• Provide performance data to survey providers within required timeframes.


• Assist in planning and executing client events, ensuring high-quality delivery and engagement.


• Continuously seek opportunities to improve business processes and systems, adding value to Nedgroup Investments.


• Reduce application errors and improve data quality by identifying frequent issues and implementing corrective actions.


• Stay informed on relevant legislation and industry changes by engaging with newsletters, websites, and training sessions.


• Share knowledge within the team to ensure consistent and accurate information is provided to stakeholders.


• Contribute to a culture that supports transformation goals by participating in Nedbank culture-building initiatives (e.g., staff surveys).


• Demonstrate alignment with Nedgroup Investments’ vision and values in all interactions.


• Take ownership of personal development by identifying training opportunities and completing learning activities and certifications within required timeframes.

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

• High standard of personal presentation.


• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.


• Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level

Preferred Qualification

Bachelor of Commerce or Investments Qualification

Minimum Experience Level

1 - 2 years Asset Management and Banking experience

Technical / Professional Knowledge

Behavioural Competencies

Employment Equity Statement

Preference will be given to individuals from underrepresented groups.