Platform Relationship Manager - Midrand, South Africa - Moving Heads Personnel

Moving Heads Personnel

Verified Company

Midrand, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

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Description

FINANCIAL SERVICES/INSURANCE EXPERIENCE ESSENTIAL

Platform Relationship Manager

Johannesburg Northern Suburbs

Responsible for the strategic management of relationships with all local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers (DFM), from a Wealth, local and international platform perspective.

Responsible for the strategic management of business relationships with all asset managers with funds offered as part of our local and international platforms.
Ongoing sharing of the Wealth strategy with asset managers and responsible to maximise opportunities for all stakeholders.
Approval of new asset managers, fund, or fund class requests, in line with the platform proposition, compliance, legal and existing processes.
Execution of the overall fund strategy on platform, including driving of clean class availability, closure of nonsupporting funds or funds that are noncore to the managers' current propositions, negotiations on fund pricing and rebates.
Relationship management with data providers from a fund data perspective.
Responsible for the coordination and turnaround time of the Investment due diligence for new partners on the platforms.
Responsible for the coordination and turnaround time of the operational due diligence for new investment components on the platforms.
Key platforms contact person for all external asset managers, both locally and internationally. Operational and daytoday management of trading and pricing enquiries and contractlevel enquiries resides within the Operations team.
Representing the Wealth business at Asset Management forums and events,
Responsible for overall accuracy of fund management data on platform (status, rebate rates, fees).
Through the Deal Forum being partly responsible for: including sourcing and evaluating deals, structuring, implementation as well as stakeholder management.
Build deep, valuebased relationships with key intermediary partners to optimise their experience and maximise mutual business benefit to all stakeholders, and
Drive the Investment strategic relationship / alliances agenda and work collaboratively
Responsible for the strategic management of business relationships with all stockbrokers offered as part of local and international platforms.
Ongoing sharing of the Wealth strategy with stockbrokers and responsible to maximise opportunities for all stakeholders.
Approval of new stockbrokers, in line with the platform proposition, compliance, legal and existing processes. Closest relationship with stockbrokers to understand their strategies and outcomes.
Responsible for the coordination and turnaround time of the Investment due diligence for new stockbrokers on the platforms
Responsible for the coordination and turnaround time of the operational due diligence for new stockbrokers on the platforms, including resolutions on data requirements.
Key platform contact person for all stockbrokers, both locally and internationally. Operational and daytoday management of trading and pricing enquiries and contractlevel enquiries resides within the Operations team.
Responsible for the strategic management of business relationships with all discretionary fund managers offered as part of our local and international platforms, from a platform perspective.
Ongoing sharing of the Wealth strategy with DFM's and responsible to maximise opportunities for all stakeholders. Sharing feedback and industryrelevant information back into the Wealth proposition and operational teams.
Approval of DFM's, in line with the platform proposition, compliance, legal and existing processes.

Related Tertiary Qualification(s)

BCom Economics / Investment Management / Finance.
Minimum of 5 years' institutional investment experience that include clientfacing responsibilities.
CFP accreditation would be an advantage.
Knowledge of the South African Investment Industry, including Linked Investment Service Providers (LISPs) and unit trusts.
Indepth knowledge of the asset management industry, DFM market and IFA business models
Good understanding/knowledge of the various distribution channels, financial advisors and investment markets.
Good understanding of the investment industry, investment products and structures.
Full computer literacy with competency on the MS Office suite.
Strong presentation skills, ability to present to clients as well as direct investors 27.1mm

Ability to commute/relocate: