Client Relationship Manager (CRM)

Responsibilities

• Own the end-to-end client engagement workflow, ensuring clear internal ownership and structured engagement cadences.
• Act as the CRM product owner, defining and enforcing standards, workflows, and mandatory data fields.
• Drive CRM adoption and discipline across teams, including senior stakeholders, to ensure accurate tracking of interactions and opportunities.
• Proactively identify and re-engage dormant or at-risk clients to maintain long-term partnerships.
• Manage the commercial opportunity pipeline, monitoring stalled leads and preparing regular reviews for management.
• Coordinate client targeting for corporate access events and ensure structured post-event follow-ups.
• Support business development by preparing high-quality client presentations, proposals, and managing template libraries.
• Provide targeted support to the CEO regarding client engagement and commercial initiatives.

Requirements

• 4-6 years of experience in an investment management or stockbroking environment.
• Proven exposure to institutional client service, client engagement, and business development support.
• Practical experience working with CRM systems.
• Relevant degree or diploma in Administration, Finance, or Commerce.
• Advanced proficiency in MS Office, specifically PowerPoint, Excel, and Word.

Preferred Qualifications

• Ability to drive accountability and behavioral change within a team.
• Strong commercial mindset with a focus on outcome-driven results.
• Exceptional written and verbal communication skills.

About the Company

Prescient Securities is part of a multinational financial services business dedicated to providing exceptional expertise and meticulous financial services. We focus on building long-term, trusted partnerships by placing the client at the center of everything we do.