Cape Town: Investment Manager posted by Datafin
Posted on 2025-07-26 00:00:00
| Employer | Datafin |
|---|---|
| Category | Other IT/Computer |
| Location | Western Cape / Cape Town |
Job Summary
Cape Town – Western Cape – South Africa
- Source new clients to attract investments and meet Treasury and Executive targets.
- Increase the number of new investors.
- Assist Corporate Banking in attracting new business and cross-selling loan products, cross-border investments, and EOB.
- Market all treasury products effectively.
- Complete all assigned tasks on the must-do list annually.
- Maintain strong contact and working relationships with Treasury and all CCB Johannesburg departments.
- Ensure adherence to treasury liquidity, concentration, and risk limits.
- Quote accurate, market-related interest rates to maintain reputation and customer trust.
- Communicate interest rate changes to customers and stakeholders within one working day.
- Ensure proper processes and service standards with Treasury and back office.
- Confirm trades timeously via email for system capture.
- Uphold corporate values and enhance the CCB brand in all client interactions.
- Monitor client needs and maintain good working relationships through regular meetings.
- Support day-to-day funding and contribute to future funding strategies in line with treasury policies.
- Ensure cost-effective funding solutions through daily product calculations with Treasury.
- Assist Treasury with LCR/NSFR and liquidity management compliance.
- Obtain FICA documents from new and existing clients for Re-ID and onboarding.
- Ensure adherence to internal compliance procedures.
- Collect annual AML Questionnaire information from asset managers.
- Report suspicious and unusual transactions within regulatory timeframes.
- Conduct regular client Re-IDs based on risk ratings.
- Capture accurate customer information in NGS and KYC files, maintaining compliance registers.
- Attend required training sessions from HR, Compliance, and other departments.
- Participate in charity events organized by the Cape Town office.
- Assist in arranging hospitality for delegations, government officials, and clients.
- Related degree or equivalent Essential
- Minimum of 58 years experience in the Financial Services Industry, specializing in Investment/Portfolio Management and Wealth Management Essential
- Business Development Desirable
- Economic and Market Research Desirable
- Compliance Management Desirable
- Analytical ability, interpretation skills, and strong communications skills
- Strong work ethics, and is able to manage internal and external stakeholders
- Ability to cross-sell where opportunities prevail
- Excel proficient Problem-solving skills
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