| Date | 2024-09-15 |
|---|---|
| Job Title | Specialist Consultant – Retail Investments (Lisp) |
| Employer | Rory Mackie & Associates More Information |
| Salary | 0 |
| Category | Finance Accounting |
| Location |
Western Cape / Cape Town |
Job Summary
Overview:
Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products offered.
Responsibilities:
Offshore:
- Provide a holistic service to Advisors and their assistants by forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting
- To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals
- To be flexible in the working hours as required by this function
- Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)
- Understanding and adherence to business rules and processing rules and working within the required SLA
- Assist other team members when necessary provide cover during periods of absence
- Investigate, resolve, and take full responsibility for errors made
- This entails telephonic and written communication as well as possible face to face interactions with Advisors and their assistants
Model Portfolios:
- Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFAs with a FAIS Cat II license managing Model Portfolios for their clients
- This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring, and reconciling of requests/instructions
- It will also include managing and controlling any bulk requests for Model Portfolio restructures and rebalances by managing the clients expectations and monitoring progress of script processing
- Build and maintain relationships with all clients
- Build and maintain relationships with all service providers – including administration platform as well as foreign exchange and banking services
- Build and maintain relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team
- Be responsible for proactive communication, telephonic and/or e-mail keeping clients informed regarding any activity around their queries and requests
- Possible mail merging
- Be responsible for checking and calculating of complex backdates calculations
- Support to Advisor and Client Service Teams when required
- Liaise with Data Management and Reporting Team
- Offer web support
Internal Business Analysis and Reporting:
- Run daily, weekly, and monthly reporting that will include but is not restricted to;
- Queue age analysis in line with SLA
- Analysing of Query reporting
- Risk Adjusted Capital (RAC) reporting
- Cat II IFA reporting (Model Portfolio)
- Internal Control reporting including changed bank accounts, floor limits and third-party payments
Requirements:
- Minimum of 5 -7 years industry experience, particularly in the LISP environment
- Minimum of 3 years experience in an IMS Advisor Liaison capacity
- 3-year relevant Diploma or BCom degree
- Business Analysis qualification will be advantageous
- Advanced experience in Excel (including pivot tables, macros) and other reporting tools
- In-depth experience and insight to IMS Model Portfolio offering; the associated processes, business rules and legislation
- An in-depth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, business rules and legislation incl. Guernsey AML requirements
Specialist Consultant – Retail Investments (Lisp) position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2024-09-15 at 13:14:58 in the Finance Accounting category
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