Cape Town: Investment Manager posted by Datafin
Posted on 2025-05-06 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
Click Go Apply to apply online!
Get Similar Job Alerts
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Cape Town: Customer Support Manager – Entry Level posted by Right Kareer
Youll be the voice of our brand, communicating with customers, identifying their needs, and delivering a top-notch experience. Youll be the superhero they...
View Job
Customer Support Manager – Entry Level
Cape Town: Sales Rep posted by Alifurn Outdoor Furniture
Looking for a Sales Rep Furniture IndustryWere looking for a dynamic and driven sales representative to join our team! The role is based at our showroom in...
View Job
Sales Rep
Cape Town: DevOps Engineer (Support) posted by Construct Executive Search
Applicants must have the following requirementsMust have a Matric Certificate.Must have 6-8 years of experience as a DevOps Engineer in a software...
View Job
DevOps Engineer (Support)
Cape Town: New Vehicle Sales Executive posted by Intercon Recruitment
Dealership in Cape Town is looking for an experienced New Vehicle Sales Executive, with previous Motor Dealership New Vehicle Sales Experience. Salary Basic...
View Job
New Vehicle Sales Executive
Cape Town: National Key Accounts Sales Manager posted by The Individual Touch CC
Generate new additional businessGrow the national customer baseManaging analyzing the national customer baseAnalyzing price decreases suspended business...
View Job
National Key Accounts Sales Manager
Northern Suburbs: BOILERMAKERS – Based In Cape Town posted by Tom Nel Recruitment
Leading Progressive Manufacturing company seeks a number of Boilermakers urgently for six month contracts.Key experience of 3-5 Years post apprenticeship...
View Job
BOILERMAKERS – Based In Cape Town
Cape Town: Vehicle Chip Repair Technician posted by Chip Magic Technologies (Pty) Ltd
Company DescriptionChip Magic Technologies Pty Ltd are experts in vehicle paint chip repairs and automotive vehicle aesthetic restoration specialists.We...
View Job
Vehicle Chip Repair Technician
Cape Town: Junior Accountant posted by Africa Thinking Management Solutions
Job Advertisement Junior AccountantLocation Cape Town -Observatory Company Africa Thinking Management SolutionsAfrica Thinking Management Solutions is...
View Job
Junior Accountant
Cape Town: Intermediate Financial Administrator posted by Construct Executive Search
Applicants must have the following requirementsMust have a Diploma in Accounting or Bookkeeping.Must have 3-5 years of experience as a Financial...
View Job
Intermediate Financial Administrator
Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment
Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...
View Job
Town Planner (JB5167)
Cape Town: Roof sheeter – Urgently Needed posted by Batt Master Roofing and Guttering
Roof sheeter needed Must be able to remove and install roof sheets etc and waterproofing for maintenance company Work in fascias as wellWork experience a...
View Job
Roof sheeter – Urgently Needed
Cape Town: Litigation Secretary posted by Marais Muller Hendricks Attorneys
Marais Muller Hendricks Inc., a leading law firm in Cape Town, is seeking to appoint an experienced and highly organised Litigation Secretary to join our...
View Job
Litigation Secretary
Cape Town: Litigation Secretary posted by Cora O’Neil Recruitment Agency
Cape Town City Centre LITIGATION SECRETARY Minimum Requirements-Well presentable and professional preferably female-Excellent verbal communication skills-2...
View Job
Litigation Secretary
Cape Town: Bookkeeper – Restaurant Industry (Salt River) posted by The Vocation Station
About the RoleWere looking for a detail-oriented Bookkeeper to join our clients team and support the financial operations of four businesses under one roof....
View Job
Bookkeeper – Restaurant Industry (Salt River)
Cape Town: Sales Administrator – IT Industry posted by The Vocation Station
Are you a proactive and detail-oriented professional with a knack for client service and relationship management in the IT Distribution space? Were looking...
View Job
Sales Administrator – IT Industry
Cape Town: Junior System Support Engineer posted by The Vocation Station
Are you an enthusiastic IT professional with a passion for delivering top-notch support to diverse customers? Our client is looking for a Remote Support...
View Job
Junior System Support Engineer
Cape Town: Electrical Engineer – Building Services posted by Business Recruitment Services
This role requires collaboration with multidisciplinary teams and clients to deliver fit-for-purpose solutions that surpass industry best practices and...
View Job
Electrical Engineer – Building Services
Cape Town: Intermediate SHERQ Officer posted by Construct Executive Search
Applicants must have the following requirementsMust have a Bachelors Degree or National Diploma in Safety Management or Occupational Health and Safety. Must...
View Job
Intermediate SHERQ Officer
Cape Town: Financial Accountant posted by Executive Placings
Travel Management Company is looking for an Accountant to be based in Cape Town. This is a hybrid role.The main purpose of this role is to ensure accuracy...
View Job
Financial Accountant
Cape Town: Regional Manager in Built-in Furniture Manufacturing Industry posted by Home Concept
Home Concept is looking for an experienced Regional Manager to join our team. In this role, youll lead sales, manage operations, and support teams to ensure...
View Job
Regional Manager in Built-in Furniture Manufacturing Industry
Cape Town: New Business Consultant posted by Intercon Recruitment
Company based in Cape Town is looking for a Senior New Business Consultant Sales Increase and drive new business with a focus on quality and...
View Job
New Business Consultant
Cape Town: Car Rental Agent – Urgent posted by Vogue Personnel
Join Our Team as a Car Rental Agent! Were looking for a dedicated and organized Car Rental Agent to join our dynamic team and play a key role in ensuring...
View Job
Car Rental Agent – Urgent
Cape Town: New Vehicle Sales Executive posted by Intercon Recruitment
Dealership in Cape Town is looking for an experienced New Vehicle Sales Executive with previous Motor Dealership New Vehicle Sales Experience. Salary Basic...
View Job
New Vehicle Sales Executive
Cape Town: Tour Operator – Urgent posted by Vogue Personnel
Exciting Career Opportunity in Southern Africa Travel!Are you passionate about travel and adventure? Do you have the skills and drive to make unforgettable...
View Job
Tour Operator – Urgent
Cape Town: Senior Construction Contracts Manager posted by Construct Executive Search
Applicants must have the following requirementsMust have a Bachelors Degree or Diploma in Building or Civil Engineering.Must be registered with SACPCMP as a...
View Job
Senior Construction Contracts Manager