Client Relationship Manager (Funds Management)

Client Relationship Manager (Funds Management)

Location: Auckland

Description

We are looking for a professional with a strong background in financial services or fund management to manage and grow client relationships. The role requires a culture of success, accountability and delivery aligned with Apex values.

Responsibilities

• Assist with business development activities and meet revenue expectations with existing clients.
• Coordinate client contractual and commercial arrangements, and manage updates or variations to Service Level Agreements.
• Build and maintain trusted advisory relationships with clients.
• Prepare agendas for client meetings, lead meetings and draft follow‑up notes ensuring outstanding items are actioned.
• Liaise with clients on operational issues and escalation matters.
• Develop and maintain strong relationships with operational and other team members across the New...