Published 2026-05-02
Purpose of the position
As part of a team, the successful incumbent will ensure smooth and efficient service delivery by managing and giving direction to those providing operational support to the Business Development team. This role involves building and maintaining strategic relationships with existing clients, managing due diligence requirements, and coordinating client communications to support the sales process.
Key Responsibilities Of The Position Operational Support: assisting client‑facing staff with day‑to‑day operational requirements, preparing and managing documentation for client meetings and presentations, and coordinating with internal departments to ensure superior client service delivery.
Client Relationship Management: acting as a point of contact for client inquiries, evaluating and distributing client queries to relevant staff to ensure timely resolution, and managing query resolution end‑to‑end.
CRM Data Quality Management: managing and updating the CRM system to ensure data accuracy and quality, performing regular audits and updates, capturing and monitoring meeting notes and follow‑up actions, accurately recording sales activities and insights, maintaining client distribution lists, and growing, maintaining and updating the CRM database.
Reporting and Analytics: generating reports and analytics to support business development activities.
Client Engagements: building and maintaining strategic relationships with existing clients, coordinating and participating in client meetings, calls, and events, preparing agendas, minutes, and follow‑up actions, supporting the development and execution of client engagement strategies, and continuously improving the end‑to‑end client engagement process.
Due Diligence Management: overseeing due diligence processes for new and existing clients, ensuring compliance with regulatory requirements and internal policies, and preparing and reviewing due diligence documentation and reports.
Client Communication Coordination: engaging marketing to compile client communications (newsletters, updates, announcements, mailers), evaluating communication requirements with client‑facing team members and the investment team, coordinating with marketing and communications teams to ensure consistent messaging, and managing client feedback and follow‑up actions.
Sales Process Support: assisting in the preparation of sales proposals, presentations, and pitches, tracking and reporting on sales pipeline and performance metrics, supporting the business development team in identifying and pursuing new business opportunities, and supporting sales retention activities and ad‑hoc tasks as required.
Projects: project‑managing and supporting key Business Development strategic initiatives (e.g., competitor analysis) and executing user acceptance testing when required while managing day‑to‑day responsibilities.
Tender Management: monitoring and identifying relevant tender opportunities in the asset management sector, maintaining a tender calendar, ensuring all tender submissions are professionally presented and free of errors, managing the tender process from start to finish, gathering and compiling necessary documentation, ensuring compliance with regulatory and company policies, analysing successful and unsuccessful tenders to identify best practices, and implementing process improvements to enhance tender submission efficiency. Additional Responsibilities Staying updated on industry trends and regulatory changes.
Participating in training and development programs to enhance skills and knowledge.
