Investment Client Service

Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company's high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

The UT MANCO Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. **DUTIES AND RESPONSIBILITIES** - Capturing Subscription, Redemption and Switch instructions form - Handling FICA requirements and internal AML policy for all clients - Processing and setting up of broker fees - Implementing and...

**Main duties & responsibilities**: Service Delivery 1. Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment. 2. Handle all client queries and/or complaints (telephonic /written /social media) and resolve...

Client Service Consultant - Investment Perm, Salary CTC up to 280 000-320 000+ dependent on experience p/a, CBD, normal working hours - Mon - Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to...

Investment Portfolio Manager RoleEfficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.Key AccountabilitiesFoster deep...

The role of the Client Operations Analyst is to work closely with the strategic client relationship team in the daily servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent, and to provide administrative support and reporting. Each Client Operations Analyst has an allocation of clients. This allocation is...

Career Opportunities: Investment Service Consultant | Retail Client Services (8479)DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with...

Ziyana Group is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant,...

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...

Investment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...

Job title : Client Liaison Specialist: Investments (George & Cape Town)Job Location : Western Cape, Cape TownDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo provide client support to Wealth Managers in order to meet business goals and exceed client expectations. Job ResponsibilitiesPerform portfolio reviews,...

The Investment Services Consultant’s role is to engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. The company is focused on generating long-term wealth for their investors. Looking for recent Graduates with a 65% and above GPA for Matric and...

Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...

The role of a Client Operations Reporting and Data Analyst is to service clients, invested via an Investment Management Agreement or equivalent, by providing agreed reporting within set deadlines. Each Client Operations and Data Analyst is expected to continually update procedures with a view to reduce risk, identify efficiencies in process, improve...

**Salary**: - 57000 **Description**: - Our financial recruitment desk currently has a vacancy for a Client Services Manager. - Our client is an international group offering a full suite of financial and investment solutions. - The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client...

Our financial recruitment desk currently has a vacancy for a Client Services Manager. Our client is an international group offering a full suite of financial and investment solutions. The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client Services and Technical Support. As a...

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during...