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CRM & Portfolio Manager (Financial / Investment Management Services) - Harare,Zimbabwe

  • Harare, Zimbabwe

Job Details

Job ID: #9909
Job Location Harare,Zimbabwe
Company Type Financial / Investment Management Services
Job Role CRM & Portfolio Manager (Financial / Investment Management Services)
Joining Date ASAP
Employment Type Full Time
Monthly Salary $ Negotiable

Preferred Candidate

Career Level Executive
Years of Experience 5
Residence Location Harare,Zimbabwe
Gender Not Specified
Nationality Zimbabwean
Degree Bachelor’s degree in Marketing, Public Relations, Business Administration, Information Technology, Economics, Finance

Job Description

  • Job Status: Job Offer Made

Our Client is looking for a qualified and experienced CRM & Portfolio Manager from a Financial background to join their team (based in Harare North) for an exciting new opportunity.

Our client offers investment management services to pension funds, corporates and high net worth individuals in the following asset classes: stock market, money market, private equity, property & bonds with funds under management of over $400 million
Responsibilities include but are not limited to
Managing the office and 7 staff
Reporting to Managing Director and working closely with CFO and Portfolio Manager
Liaison with brokers, bankers, administrators, custodians, clients & regulators
Intercompany management (4 companies) including accounting, ZIMRA returns, banking, day to day running & reporting to Directors and Shareholders
Identifying & facilitating potential private equity investments for clients
Identifying potential investment property for clients (searching, calculating potential yields, viewing, brochure production, presentation to clients, sale negotiations, legal framework review etc.)
Managing internal Residential Property Fund (managing investment properties, rentals, tenanting, insurance, R & M, renovations etc)
Pitching for new business (pension funds, corporate & private clients)
Managing client relationships (pension funds, corporates & individuals) including quarterly meeting with all clients
Reporting to the regulators and other governing bodies on a monthly, quarterly & annual basis
Managing internal Research Database (ZSE listed clients) and preparing research on clients, industries, trends etc.
Collating & analysing financial information for all listed companies on the ZSE & identifying / forecasting trends
Input into marketing material & research documentation & design (e.g. Daily Pricelist, Morning Snapshot,
Company Snapshot, Industry Snapshot, etc.)
External reporting (e.g. monthly client statements, quarterly & annual reports & trends reporting, industry comparables etc.)
HR management – leave, recruitment, disciplinary issues, study packages, staff loans, contracts etc.
Maintaining internal IRESS system including training & trouble-shooting

Key Skills
Proven experience in driving measurable revenue growth through consumer marketing delivery as well as experience in enhancing a cross-functional team’s ability through transformational culture or coaching
Proven significant and successful experience working in a highly competitive business environment executing consumer acquisition, engagement, and retention approaches and strategies
Analytical Skills: deep analytical skills and a keen understanding of data strategy and consumer acquisition strategies. He will also demonstrate a highly acute approach in consumer marketing activities and link them back to the financial performance of the business.
The suitable candidate will have strong quantitative skills that are coupled with a solid acumen, particularly in consumer loyalty, direct marketing, offer management, data mining, interactive marketing, database marketing, and email marketing.
He/She will also possess the ability to perform consumer and campaign perfor

  • Job Role: CRM & Portfolio Manager (Financial / Investment Management Services)
  • Industry: Accountancy / Finance
  • Salary: $ Negotiable

Required Skills

5 Years of Experience
Bachelor’s degree in Marketing, Public Relations, Business Administration, Information Technology, Economics, Finance, or any other related field. An equivalent of the same in working experience is also acceptable for this position.
Prior work experience of over 5 years in a consumer related capacity
Financial Investment background will be a distinct advantage

Additional Requirements

Portfolio Manager
CRM & Portfolio Manager

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