Relationship Manager | Funds Management

Full time
Pie Funds has gone from strength to strength in recent years. A core part of the organisation's growth strategy is the provision of excellent advice and service to investors as well as bringing in FUM.
Position: Relationship Manager
As a Relationship Manager, you will be an integral member of a small dedicated team with a large client base of high net worth and retail clients.
About you:
Proven experience in relationship management of retail and high net worth clients.
A strong interest in financial markets and achieving financial outcomes for clients.
Highly motivated with a proactive approach and a strong desire to network from your existing clients.
Very good communication, verbal and written capabilities.
The ability to work independently as required.
Provide a very high level of service delivery to clients.
Ability to drive growth through referrals with Accountants and Lawyers.
Someone who will be proud to be an ambassador for this highly regarded fund manager.
The ability to create strong and lasting relationships with investors to achieve their financial goals and deliver superior service is crucial to your success.
This is a fun, upbeat, dynamic and energetic team with excellent access to the in-house investment professionals.
For a confidential discussion, contact Debbie Graham on 09 358 0888 or send a copy of your CV (in Word) to ******.

#J-18808-Ljbffr