Client Relationship Manager (CRM) (Prescient Securities)

DUTIES & RESPONSIBILITIES

Client Engagement & Coverage Ownership 

• Own the end-to-end client engagement workflow across Prescient Securities
• Ensure every client has:
  • A clear internal owner
  • Defined coverage objectives
  • A structured engagement cadence
• Proactively identify dormant, under-engaged or at-risk clients and drive re-engagement actions
• Act as the central coordination point between clients and internal teams to ensure consistent, high-quality service delivery
• Serve as escalation and resolution point for client service issues where appropriate 

CRM Ownership & Discipline

• Act as the CRM product owner for Prescient Securities
• Define and enforce CRM standards, workflows, pipelines and mandatory data fields
• Ensure all client interactions, meetings, opportunities and follow-ups are captured accurately and timeously
• Drive CRM adoption and discipline across the teams, including senior stakeholders
• Train, coach and support users to ensure the CRM is used as a decision-making and execution tool
• Continuously refine CRM structure to improve visibility of:
  • Client coverage
  • Opportunities
  • Corporate access demand
  • Follow-ups and outcomes 

Opportunity & Pipeline Management 

• Ensure all commercial opportunities are logged, tracked and progressed in the CRM
• Monitor stalled or inactive opportunities and actively drive internal action
• Prepare regular pipeline, coverage and opportunity reviews for management
• Ensure post-meeting and post-event follow-ups are executed and recorded
• Support the business in maximising conversion, retention and cross-sell opportunities through disciplined follow-through 

Corporate Access & Event Effectiveness 

• Own CRM-driven client targeting for all corporate access events
• Work closely with Angela and the Corporate Access team to ensure:
  • The right clients are invited
  • Invitations are aligned to client interests, mandates and engagement history
• Track attendance, engagement, feedback and post-event outcomes in the CRM
• Ensure structured follow-up after all events to maximise relationship and commercial value

Business Development & Client Presentation Support 

• Support preparation of high-quality client presentations and proposals
• Enhance presentation quality in line with branding and messaging guidelines
• Maintain and manage a central library of presentation and proposal templates
• Coordinate local and international client meetings as required
• Facilitate logistics related to meetings and engagements, including venues, materials and catering 

Executive Support (Client-Focused) 

• Provide targeted support to the CEO on client engagement, relationship management and commercial initiatives
• Assist in filtering and prioritising client-related communication and actions
• Act as a trusted point of coordination in the CEO’s absence on client-related matters

Collaboration, Improvement & Learning 

• Collaborate closely across teams to improve client processes and systems
• Proactively identify gaps, inefficiencies and improvement opportunities in client management
• Continuously build understanding of markets, products and client needs
• Where appropriate, complete industry exams and deepen technical knowledge to enhance effectiveness