Senior Client Liaison Officer

Published: 19 February 2018

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 Role

The 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 knowledge

Qualifications

    Minimum - Diploma in Accounting
    BCom or other relevant qualification

Experience

    5+ years in a client administration environment
    Working knowledge of equities, bonds, derivatives,collective investments and money market instruments

Statutory Compliance

    General understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements

Key Accountabilities

    Building relationships with clients in conjunction with the Fund Manager and Business Development team
    Administration and reporting
    Liaising with each designated client, front office and back office, attending to and resolving queries and requests on both segregated and unit trust funds
    Assisting with training of junior staff/graduates
    Maintaining existing processes and procedures as well as documenting new ones as the need arises

Core Competencies

    Excellent communication skills, both written and verbal, in English
    Accuracy (numeric)
    Attention to detail
    Analytical and problem solving skills
    Self-motivated
    Time management skills & ability to multi-task
    Team player

Remuneration:

Competitive remuneration structure which takes into consideration the candidate's experience and level of responsibility.

Further details of the package will be provided upon interview.

Location:

Newlands, Cape Town

Contact us:

To apply, send your CV to info@vunanifm.co.za

Correspondence will only be entered into with short listed 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.

- Vunani Fund Managers

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