Investment Client Service Specialist
1 week ago
Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client relationships. Responsibilities include client onboarding and effectively managing all client queries. Responsibilities: Ensuring a positive and professional client service experience Providing exceptional client service across carious channels such as phone, email, online, and in-person Providing clients with technical assistance on our products Ensuring urgent matters are escalated for prompt resolution Proactively following up and assisting clients in obtaining outstanding information Where applicable, assisting clients with the completion of forms and obtaining any other relevant information Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations Validating KYC documentation Follow up on onboarding progress with administrators Qualifications and Experience: Solid grasp of Anti-Money Laundering Regulations Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities Relevant business degree and/or job-related experience Competencies and Personal Characteristics: Adaptable and energetic, thriving in dynamic environments with shifting priorities Capable of working under pressure, meeting regulatory deadlines with poise Exceptional oral and written communication skills Empathetic and approachable demeanor towards clients Client-centric mindset with a professional appearance Diligent and accountable, maintaining rigor in meeting deliverables Demonstrates ownership and responsibility for assigned tasks Self-motivated team player with meticulous attention to detail Able to manage and prioritize tasks effectively within a demanding team environment
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Investment Specialist
3 days ago
Cape Town, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...
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Investment Client Service Specialist
6 days ago
Cape Town, South Africa Rory Mackie & Associates Full timeOverview Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and...
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Cape Town, South Africa Rmb Full timeA leading financial institution based in Cape Town is seeking an experienced Investment Specialist to drive portfolio growth and deepen client relationships. The ideal candidate will possess a minimum of 5 years of banking and investment experience, along with an NQF Level 8 qualification. You will be responsible for managing client portfolios, delivering...
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Cape Town, South Africa Spane4All Full timeA leading financial institution in Cape Town is seeking an experienced Investment Specialist focused on client relationship management and investment growth. The role requires a minimum of 5 years of banking and investment experience, with an NQF Level 8 qualification and RE5 certification essential. This position offers the opportunity to engage with...
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Cape Town, South Africa Maitland Group Full time**Job Advert Summary**: The **Specialist: Investment Compliance Support Services** is first and foremost the regulatory specialist in the Investment Compliance Support Services (“ICSS”) team. The ICSS team reports both regulatory and bespoke mandate compliance breaches to clients daily on a post-trade basis, and provides the functionality to our clients...
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Investment Specialist
3 weeks ago
Cape Town, South Africa FirstRand Namibia Limited Full time# **Job Description**To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.**Hello Investment Specialist****Welcome to FNB –...
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Investment Specialist
1 week ago
Cape Town, South Africa Rmb Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client’s requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client’s primary banking institution. Hello Investment Specialist Welcome to FNB – Home of...
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Investment Specialist
1 week ago
Cape Town, South Africa Fnb Namibia Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...
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Investment Specialist
1 week ago
Cape Town, South Africa Spane4All Full timeJob Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...
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Client Service Specialist
2 weeks ago
Cape Town, South Africa Capitalh Full timeOur client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You'll deliver best-in-class service across channels, resolve queries swiftly, and support compliant onboarding and maintenance with rigorous AML / KYC standards in a collaborative,...
