Client Relationship Manager (Funds Management)

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.

Job specification

• 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 the client meetings and ensu...