Executive Relationship Manager

The Executive Relationship Manager (ERM) is responsible for managing and strengthening strategic relationships with Discovery Invest’s key advisers and franchises. The ERM role is a very strategic focused role, which includes exceptional service delivery, high-level escalation management, and a big focus on data insights to identify opportunities that support adviser growth, client engagement, and the Discovery shared-value model. This is not a commission-based sales role, but plays a critical role in enabling new business, retention, and adviser-led client conversations through insight, analysis, and collaboration.

Key Outcomes

• Strategic partnership, understanding adviser’s or franchise’s business and goals
• Data and engagement-led identification of growth and engagement opportunities
• Trusted senior point of contact for advisers and franchises
• Consistent, high-quality service delivery
• Effective resolution of complex escalations
• Strong adviser confidence in Discovery Invest

Key Responsibilities

• Relationship & Stakeholder Management: Build strong relationships with advisers, franchises and stakeholders; Act as a strategic partner understanding adviser/franchise practice and goals; Facilitate regular engagements and presentations.
• Data Analysis & Opportunity Identification: Analyse adviser and client data to identify growth, retention and engagement opportunities; Translate insights into actionable discussions.
• Service Delivery & Escalations: Own and resolve complex service and operational escalations; Drive service recovery and risk management.
• Collaboration & Enablement: Partner with Invest specialists for adviser and franchise engagements; Ensure understanding of processes, product and regulations impacting the financial services industry.

Experience & Qualifications

• BCom degree or equivalent
• 5+ years investment industry experience
• 3+ years in adviser relationship or similar role
• Relevant product knowledge
• Vast knowledge of relevant regulatory and compliance requirements
• Strong operational and regulatory knowledge
• Understanding of operations processes, such as New Business, Servicing, Transfers, Withdrawals
• Demonstrated Presentation experience

Advantageous

• Relevant industry-related qualification
• RE qualification
• Platform experience (Compass, Paradigm)
• Language: Afrikaans fluency is advantageous; the ability to understand Afrikaans is also beneficial

Skills & Capability Profile

• Strong communication and presentation skills, with the ability to engage confidently with top advisers and stakeholders
• Analytical and problem-solving capability, with the ability to interpret data and translate insights into meaningful actions
• Commercial awareness, with a proactive approach to identifying opportunities for growth, client engagement and service improvement
• Excellent organization and time management, with the ability to manage multiple priorities in a fast-paced environment
• High attention to detail and accuracy, particularly in managing complex client, product and operational matters
• Resilience and adaptability, with the ability to perform effectively under pressure and navigate changing priorities
• Professional credibility and assertiveness, with the confidence to influence discussions and manage challenging situations
• Self-motivation and accountability, with a proactive approach to delivering high-quality outcomes
• Collaborative mindset, with the ability to work effectively across teams and functions
• Strong technical proficiency, including PowerPoint (creating and delivering presentations), Excel and other standard business tools

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.