Client Maintenance Specialist

1 month ago


Sandton, South Africa Investec Full time

Job Summary

As a Client Maintenance Specialist at Investec, you will play a critical role in ensuring the accuracy and completeness of client information. This involves updating client data on various systems, addressing operational issues, and collaborating with internal stakeholders to ensure regulatory compliance.

Key Responsibilities

  • Update client information on relative systems and address operational issues
  • Actively complete the maintenance of the ICIB Product and Capabilities suite in line with strategic objectives
  • Ensure operational and regulatory timelines are met and investigate any breaches
  • Review and improve processes and procedures
  • Document and maintain processes, procedures, and standards
  • Direct liaison with ICIB Consultants, trading desks, and other internal stakeholders
  • Monitor enquiries and requests from stakeholders
  • Able to thrive under constant pressure and manage relationships effectively

Requirements

  • Knowledge and understanding of risk within a financial/banking environment
  • Demonstrable knowledge of Financial Intelligence Centre Act with Amendments (FICAA), Financial Advisor and Intermediary Services Act (FAIS), and Exchange Control regulations
  • Excellent written and verbal skills, with ability to communicate clearly and concisely
  • Confident in MS Office applications, including Excel
  • Formidable problem-solving skills, with attention to detail and ability to make risk-based decisions

Investec Culture

At Investec, we value individuals who are intelligent, energetic, and passionate about their work. We look for people who are comfortable with ambiguity and willing to challenge the status quo. Diversity, talent, and leadership are respected in pursuit of business growth.



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