Executive Relationship Manager | Discovery Invest

15/05/2025 admin discovery jobs 0

Executive Relationship Manager | Discovery Invest | Investment Industry Careers in South Africa

Company: Discovery Invest
Location: South Africa
Business Unit: Discovery Invest
Function: Relationship Management
Date Posted: 15 May 2025
Contract Type: Permanent
Application Closing Date: 31 May 2025

About Discovery

Discovery is a globally recognized financial services group that is revolutionizing how people think about health, wellness, and financial wellbeing. With a mission to make people healthier and to enhance and protect their lives, Discovery brings innovation and strategic insight to every product and service it offers. The company values dynamic individuals who share its purpose and want to make a measurable impact on people’s lives.

About Discovery Invest

Discovery Invest was launched in 2007 and has rapidly evolved into one of South Africa’s premier investment platforms. It offers a comprehensive range of local and international investment solutions backed by a unique shared-value model. This model is designed to reward positive financial behavior and deliver meaningful long-term returns for clients. The division enables access to top-performing Discovery funds and world-class fund managers while incentivizing smart investment decisions. As a leader in financial services, Discovery Invest is committed to driving sustainable financial freedom for individuals and families across South Africa.

Role Overview

The Executive Relationship Manager will serve as a strategic partner to Discovery Invest’s top-tier advisers. This role involves proactively managing adviser relationships, promoting new business, maintaining retention, and ensuring a premium service experience. You will be responsible for understanding advisers’ business goals, offering tailored support, and helping them align with Discovery Invest’s objectives. This is a pivotal position where relationship-building, strategic thinking, and problem-solving come together to deliver measurable results.

Key Objectives

  • Act as a primary liaison for top-performing advisers and ensure consistent, reliable communication.

  • Build a foundation of trust and value with advisers and their internal teams.

  • Understand advisers’ business strategies and align support to help them achieve their goals.

  • Collaborate internally to ensure high-quality service delivery across all client touchpoints.

  • Contribute directly to business growth by supporting adviser-led initiatives.

Main Responsibilities

  • Manage ongoing relationships with top advisers and act as a key point of contact

  • Conduct regular in-person and virtual meetings with advisers

  • Analyze adviser portfolios, performance data, and identify growth opportunities

  • Ensure Discovery Invest’s value proposition is clearly understood and well-represented

  • Provide service recovery and resolution of complex queries or escalations

  • Present Discovery’s position on evolving industry regulations and compliance matters

  • Partner with specialists to deliver adviser-aligned strategies, presentations, and client solutions

  • Keep up to date with trends in investment platforms, fund performance, and market dynamics

  • Promote a culture of continuous learning and innovation within the broader Invest team

  • Handle sensitive transactions with integrity, confidentiality, and professionalism

Education and Experience

Minimum Requirements:

  • A completed BCom degree or related financial qualification

  • At least 5 years of experience in the investment industry

  • Minimum of 3 years in adviser relationship management or a related client-facing role

  • Experience in operational areas such as onboarding, servicing, and investment processing

  • Presentation and public speaking experience

  • Strong understanding of regulatory frameworks, including FAIS and RE5 requirements

  • In-depth product knowledge of both local and international investment vehicles

Preferred Qualifications:

  • Experience with Compass and Paradigm systems

  • RE qualification (Regulatory Exam)

  • Proficiency in Afrikaans as an additional language

Skills and Competencies

  • Outstanding verbal and written communication skills

  • High emotional intelligence with the ability to manage complex stakeholder interactions

  • Analytical and data-driven mindset with strong problem-solving abilities

  • Excellent time management and multitasking skills

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)

  • Ability to work independently in a high-pressure, client-driven environment

  • Attention to detail and commitment to professional excellence

What Discovery Invest Offers

  • Opportunity to work with South Africa’s top financial advisers

  • Exposure to cutting-edge investment tools and strategies

  • A performance-driven culture that rewards innovation and client success

  • Access to continuous professional development and growth opportunities

  • Being part of a high-impact team within one of the most respected investment platforms in the country

Employment Equity Statement

Discovery is committed to creating a diverse working environment and supports the principles of Employment Equity. As an equal opportunity employer, Discovery actively encourages applications from individuals living with disabilities and from all backgrounds.

How to Apply

If you’re an experienced investment professional who thrives in building strategic relationships and driving business results, apply today through Discovery’s careers portal. Be sure to include the reference “Executive Relationship Manager – Discovery Invest” in your application.

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