Client Services-Fund Manager SA

If you love financial markets and enjoy interacting with clients this role is a good fit. You must be able to travel locally and present on technical topics with confidence whilst building on client relationships.


  • Act as custodian for a specific group of clients.
  • Being the conduit for all institutional clients between investment and operations teams and ongoing meeting of clients’ requirements
  • Build and maintain strong relationships with these clients, as well as designated consultants and potential clients
  • Ensure clients are in the right product for their needs
  • Be aware of CFM’s full product range and make clients aware of alternative products where appropriate
  • Coordinate and manage the mandate process and any other client-related matters
  • Client interaction, report backs and information sharing to targeted client groups
  • Client development
  • Presenting to clients with gravitas
  • Keep clients abreast of market events on a regular basis


  • At least 10 years investment industry-related experience
  • Able to liaise and present with credibility and impact
  • Understanding of institutional asset management, industry dynamics and distribution networks
  • Client oriented experience and personality profile
  • Investment or related qualification – CA, Business Science, BCom, CFA
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