Associate Client Relationship Director

The Director is responsible to actively promote and position IQ EQ Group’s (the Group) brand in view of developing and growing new sustainable business (including identifying cross-selling opportunities) to enhance the Group’s revenue and profitability.To promote the Group’s (principally IQ EQ South Africa (the Company) product offering of Fund, Corporate, Private Wealth and Family office business and enhance visibility of the Group in targeted markets, to capture new business opportunities. Primary focus will be Fund Administration services, with Corporate, Private Wealth and Family office considered secondary.To position the Group (principally the Company) as a service provider of choice, especially for South African related business whilst maintaining and developing introducer relationships in view of generating new business opportunities and revenue.To assist the Business Unit (‘BU’) with timely billing of clients as part of on-boarding process and for recovery of overdues in timely manner. TasksTo contribute towards revenue growth of the BU’ and in meeting the sales target of the BUTo be actively involved in achieving the Company’s financial targets and generate incremental new businessTo provide support in developing and reviewing the BU’s strategyTo contribute in devising new strategies and tactics to grow the business especially in South AfricaTo build a pipeline of targets comprising of funds (primary focus), corporate and private wealth, and family office businessTo ensure effectively business trips’ planning and timely provision of feedback report post business tripsConduct market research, client and competitor analysis to identify new business opportunitiesAttend various conferences and related events as networking opportunitiesReaching out to fund managers to promote fund administration and global offeringActively engage with business partners to receive introductions into the fund management/ fund promote spaceTo prepare/assist in preparing RFPs, technical and financial proposals for clients as well as presentations, marketing materials and any other relevant collateral requiredTo ensure that the Company brand and reputation is maintained to the highest standards and also ensure that sales and revenue generation practices are consistent with the high standards of client service for which company is knownTo develop and build relationship with a network of introducers both locally and overseas in order to increase new business opportunities and revenueTo provide support in implementing new sales and business development initiatives in view of identifying new opportunities and seek referrals from clients.  Responsibilities include execution of sales strategies, closing of sales propositions and meeting sales targetsIdentify target markets/ clients and complete detailed planning to win new businessTo manage seamless handover to client directors and Business Implementation team to on-board new clientsTo manage introducer relationships via proactive & coordinated planningTo identify clients’ needs and product gaps and liaise with product specialist in order to develop appropriate solutionsTo ensure close interaction with the product specialist  and develop close relationship with the team to support  the  business engagementTo work in close collaboration with client directors and operations team to ensure the highest levels of client serviceTo ensure effective cooperation / liaison with key stakeholders across the Company and the GroupTo be constantly abreast of latest sector / market development as well as regulatory changes and transfer the knowledge to colleaguesTo work in close collaboration with other members of the BU and product specialist to manage enquiries, RFP’s, proposals, etc.To ensure adherence to relevant policy, licences, regulation & legislation, including cross-border business solicitation awareness & requirementsEnsure protections of information assets of IQ-EQ MU and to abide by the ISMS in place at IQ-EQ MUQualificationsKey competencies for position and levelCustomer focusCommunicates effectivelyOrganisational SavvyBuilds NetworksCollaboratesBusiness InsightsKey behaviors we expect to seeIn addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:ApproachabilityGood Negotiation Skills  ProactivityMarket prospectionRelationship BuildingTaking ownershipDeliverables (KPIs)On-time deliveryRevenue; Cost to Income Ratio; PAT, Client satisfaction feedback; Brand profile and visibility; Profitable new clients/structures; Increased market share; Global distribution & channel management