Client Relationship Manager (Funds Management)

Overview

Client Relationship Manager (Funds Management) – Location: Auckland

Description

We are looking for a strong professional with a strong background within financial services or fund management to carry out the responsibilities in demonstrating a culture of success, accountability and delivery in line with Apex value. This role is responsible for the development and maintenance of client relationships.

Responsibilities

• Assisting with any business development activity and achieving accompanying revenue expectations with existing clients.

• Assisting with client contractual and commercial arrangements, and identifying and driving any required updates or variations to the Service Level Agreements.

• Building and maintaining relationships with clients to be their trusted advocate.

• Preparing agendas for client meetings, leading client meetings and preparing follow up notes to...