Financial Industry Professional

5 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
Job Overview

The Recruitment Council is seeking an experienced Financial Industry Professional to join our prestigious family office company. As a key member of the Banking and Investment Support team, you will play a crucial role in ensuring high-quality and consistent client service.

Key Responsibilities:

  • Collaborate with financial institutions worldwide to establish and maintain client relationships.
  • Maintain accurate records of bank and investment accounts, including beneficiary setups, account closures, and E-Banking user management.
  • Assist in the transfer of equities, bonds, mutual funds, and private placements between custodians, fund administrators, and private companies.
  • Manage and execute business initiatives independently, from inception to implementation.
  • Respond to day-to-day queries and resolve issues effectively.

Requirements:

  • A strong background in the financial industry, with 5-8 years of experience.
  • STEP qualifications or equivalent are advantageous.
  • Proven team management skills and computer literacy.
  • Excellent communication and interpersonal skills, with the ability to deal with clients, staff, and third-party providers.


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