Relationship Management Assistant – Offshore Investment Platform

7 days ago

Cape Town, South Africa Swissquote Bank Full time
Job Description

The South African entity of Swissquote is a financial services provider supporting independent asset managers, acting as a custodian and broker, and provides financial intermediaries with a dedicated tool for managing their clients and processing stock market orders. The focus is on international/offshore investments. We are a small team and look for a dedicated addition in our journey.

Your Role and Main Responsibilities

  • Supporting Relationship Managers in all administrative activities
  • Responding to customer inquiries via phone and email, and coordinating internally with other departments (e.g., Back Office)
  • Monitoring and ensuring adherence to service levels, as well as conducting relevant quality controls
  • Interacting and training admin staff of independent asset managers
  • Updating client data and account settings
  • Handling customer payments and processing fee charges for our asset managers
  • Support in other administrative tasks required in a small office environment

Qualifications

  • You are interested in global financial markets and feel comfortable in the offshore investment environment,
  • You have completed a Bachelor of Commerce or other related degree,
  • You have at least 2-3 years of work experience in an administrative or client servicing role in the financial services industry and have a firm grasp on AML requirements across different client type such as individuals, trusts and other corporate entities,
  • Experience with offshore providers/platforms is a big plus,
  • You are proficient in both written and spoken English and can handle correspondence independently. Additional foreign languages, particularly German, are an advantage,
  • You enjoy interacting with people and are happy to travel within South Africa and to Switzerland should it be necessary,
  • You are a self-motivated individual enjoy working in a team and are characterized by your sense of responsibility, proactive approach, organized working style, ensuring a positive and professional client service experience.


  • Relationship Management Assistant – Offshore Investment Platform

    7 days ago

    Cape Town, South Africa Swissquote Full time

    Company Description Building the investment platform of tomorrow takes more than skills. It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote. We are the Swiss Leader in Online Brokerage and we provide trading and investing services to over 500,000...

  • Platform Relationship Manager

    2 weeks ago

    Cape Town, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** The individual is...

  • Platform Relationship Manager

    3 weeks ago

    Cape Town, South Africa Supreme Placements Full time

    **Qualifications, Experience and Knowledge** - Related Tertiary Qualification(s) - BCom Economics / Investment Management / Finance. - Minimum of 5 years’ retail investment experience that include client-facing responsibilities. - CFP accreditation would be an advantage **Minimum Requirements** - Knowledge of the South African Investment Industry,...

  • Offshore Investment Administrator

    3 weeks ago

    Cape Town, South Africa Graduate Placements Full time

    **Responsibilities**: - Import of daily exchange rates, and sharing of same with internal users - Review, source and import offshore fund pricing - Attend to integration upload of data, ensuring integrity of data, and all checks - Attend to 3rd party investment houses statement requests - Prepare and share deal confirmations - Prepare balance of payment...

  • Platform Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Supreme Placements Full time

    Qualifications, Experience and Knowledge Related Tertiary Qualification(s) BCom Economics / Investment Management / Finance. Minimum of 5 years' retail investment experience that include clientfacing responsibilities. CFP accreditation would be an advantageMinimum Requirements Knowledge of the South African Investment Industry, including Linked Investment...

  • Offshore Investment Administrator

    3 weeks ago

    Cape Town, South Africa RecruitAGraduate Full time

    **Job Information**: Job Opening ID ZR_1260_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R18 000 - R22 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - **Responsibilities**: - Import of daily exchange rates, and sharing of same with internal users - Review, source...

  • Offshore Investment Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Graduate Placements Full time

    Responsibilities: Import of daily exchange rates, and sharing of same with internal users Review, source and import offshore fund pricing Attend to integration upload of data, ensuring integrity of data, and all checks Attend to 3rd party investment houses statement requests Prepare and share deal confirmations Prepare balance of payment (BoP) forms for...

  • Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Guardian Recruiting Full time

    _Job Specification_The role revolves around business development (sales) and relationship management of their investment solutions and platform propositionFocus on Private Clients resident in South AfricaPrimary aim is to focus on all aspects of business development to grow the firms assets under management and under custodyKnowledge and experience of...

  • Manager - Offshore Fund accounting

    4 weeks ago

    Cape Town, Western Cape, South Africa Apex Group Full time

    Recruitment for a Manager - Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and family...

  • Manager - Offshore Fund accounting

    1 month ago

    Cape Town, Western Cape, South Africa Apex Group Full time

    Recruitment for a Manager - Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and family...

  • Offshore Cash Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    What will you do?Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions.These include equity, retirement and...

  • Offshore Cash Administrator

    4 weeks ago

    Cape Town, South Africa Sanlam Full time

    What will you do? Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.  With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity,...

  • Offshore Cash Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    What will you do? Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity,...

  • Manager - Offshore Fund Accounting

    7 days ago

    Cape Town, South Africa LRI Invest Full time

    Description Recruitment for a Manager - Offshore Fund Accounting Apex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and...

  • Manager - Offshore Fund Accounting

    2 weeks ago

    Cape Town, Western Cape, South Africa LRI Invest Full time

    Recruitment for a Manager - Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and family...

  • Manager - Offshore Hedge Fund Accounting

    4 weeks ago

    Cape Town, Western Cape, South Africa Apex Group Full time

    Recruitment for a Manager Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and family offices....

  • Manager - Offshore Hedge Fund Accounting

    1 month ago

    Cape Town, Western Cape, South Africa Apex Group Full time

    Recruitment for a Manager Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and family offices....

  • Manager - Offshore Hedge Fund Accounting

    2 weeks ago

    Cape Town, South Africa Apex Group Full time

    DescriptionRecruitment for a Manager Offshore Fund AccountingApex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and...

  • Senior Manager

    3 weeks ago

    Cape Town, South Africa LRI Invest S.A. Full time

    **Recruitment of **senior Manager** - **Offshore Fund Accounting** An opportunity has arisen for **a** Senior Manager - Offshore Fund Accounting **to join our Cape Town office as part of **Offshore Fund Accounting** department under the Fund Valuation and Accounting SA business unit. **Summary of the position** The Senior Manager - Offshore Fund...

  • Investment Accountant

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Description OVERALL PURPOSE The primary purpose of the role is to support the investment reporting team both for onshore and offshore clients and to support the administration needs of the client managers and the portfolio analysts. WORKING RELATIONSHIPS This role reports to the Head of Investment Accounting South Africa based in Cape Town and has...