Job Description
About the team:
The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and the United Kingdom. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibilities:
- Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
- Be effective at query management and resolution
- Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations
- Perform ongoing KYC of clients
- Effective liaison with back-office administrators
- Provide information/support to Client Directors
- Maintain accurate and up-to-date CRM records
- Identify inefficiencies in processes
- Actively contribute to ad hoc projects aimed at streamlining processes
You should consider applying if you have:
- B Comm / B Bus Sci or other similar degree with 3 – 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
- Client relationship management experience in the investment management industry, essential
- Financial market knowledge (instruments and products)
- Financial accounting experience
- Proficiency in advanced MS Excel
- Power Automate, Power BI, SQL or similar would be advantageous
- Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial
Some of the attributes we look for in a person are:
- A client focused and collaborative mindset
- A strong belief in doing the right thing
- The ability to build and maintain meaningful relationships
- Intellectual curiosity, motivated by achieving meaningful outcomes
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Management Jobs in Western Cape
In Western Cape, South Africa, other management positions typically fall under various industries such as financial services sector, technology industry, and manufacturing sector, where effective leadership and strategic decision-making are crucial to drive growth and success.
When it comes to salary expectations for this type of role, it’s common for management positions in the Western Cape to command a broad range of salaries. Typically, entry-level management roles may start at around R600 000 – R800 000 per annum, while senior management positions can range from R1 million – R3 million or more, depending on factors such as experience, company size, and industry sector. It’s essential to note that these are general estimates, and actual salaries can vary widely.
In terms of skills required for other management positions in the Western Cape, common requirements include strong leadership and communication skills, strategic thinking, problem-solving abilities, and a proven track record of driving business growth and innovation. Typically, managers in this field also need to possess excellent analytical and technical skills, as well as the ability to build and maintain effective relationships with colleagues, customers, and stakeholders. Other essential skills may include project management, change management, and digital literacy.
Industries commonly employing other management positions in Western Cape typically include financial services sector, technology industry, manufacturing sector, and tourism. In these sectors, managers are often responsible for driving business strategy, managing teams, and ensuring operational efficiency.
Career development opportunities for professionals in other management positions in the Western Cape are generally excellent, with many companies investing heavily in training and development programs to equip their employees with the skills needed to succeed in an ever-changing business environment. Typically, career progression paths may involve taking on increasingly senior roles, such as department head or director, or transitioning into specialized fields like operations management or human resources. Overall, a career in other management positions in Western Cape can be rewarding and challenging, offering opportunities for professional growth and development in a dynamic and fast-paced business landscape.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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