Client Relationship Manager

Job title: Client Relationship Manager

Company: Apex Group


Job description: FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.
We invest in our people, enabling you to develop your skills and build on your experience.
If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.Client Relationship Manager
Wellington, AucklandDescriptionAs a member of the InvestNow team, this role is primarily responsible for creating, managing, and delivering InvestNow’s business development and relationship management program for Financial Advisor businesses.Job specificationCreating, managing, and delivering InvestNow’s relationship management and business development program for Financial Advisor businesses.Grow the number of advisers working with InvestNow and the size of the business they have with us.Manage and grow existing Adviser relationships.Build and manage a database and pipeline of key Advisers and prospects.Create and manage reporting for Advisers and their clients.Implement programs that deliver value/benefits to the Adviser businesses we are working with.Fully utilising all the resources and capabilities available from across the InvestNow business, and related businesses, to deliver the business plans.Achieve the annual budgeted revenue and profit targets for the InvestNow KiwiSaver Scheme within the Adviser segment.Generate a live pipeline of prospects that will deliver continual growth for InvestNow for the next five years.Deliver an exemplary level of service to our Adviser clientsDeliver a program of regular communication, ensuring Advisers are fully informed and aware of the features and benefits offered by the InvestNow KiwiSaver proposition.Maintain, develop and deliver a pipeline of enhancements for the InvestNow KiwiSaver Adviser proposition.Skills Required:Senior experience in delivering customer service and relationship management, exceeding expectationsStrong commercial acumen and ability to deliver commercial targetsIn depth knowledge of the retail investment advice industry and services offered, with an emphasis on investment productsExcellent written and oral communication skills and interpersonal skillsWhat you will get in return:A genuinely unique opportunity to be part of an expanding large global business;Competitive remuneration commensurate with skills and experience;Training and development opportunitiesAdditional information:We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/As a vital team member and in return for your expertise, inclusive approach and commitment, we’ll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Expected salary:

Location: Wellington

Job date: Sat, 01 Mar 2025 03:25:14 GMT

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