Client Relationship Investment Specialist Jobs in Cape Town City Centre
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Investment Operations Specialist
Cape Town City Centre
28000 Monthly Required skills necessary for the position:
- Solid understanding of various financial instruments
- Experience gained in Traditional Funds ( Unit Trust / Segregated portfolios)
- Knowledge of the regulations and legislatio
share this job on whatsappClient Engagement Specialist
Cape Town City Centre
Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability responsible for managing and enhancing relationships with clients, ensuring they receive maximum value contact, understanding client needs, facilitating communication, and driving client satisfaction and retention Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients, addressing
Build and maintain strong, long-lasting client relationships by understanding their business goals and
Client Implementation Specialist
Westlake
Market related not only experienced but also passionate about client take-ons, managing the transition process and driving /strong>
- Engage and assist with new client take-ons, transitions and take-offs
- Assist operations
- Utilise technology stack for client relationships
- Use client reports and dashboards to better similar
- Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure
- Advanced
Client Service Specialist
Cape Town City Centre
Overview:
Our client, a well-established hedge fund manager, with a long history delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role levels and building positive client relationships. Responsibilities include client onboarding and effectively effectively managing all client queries.
Responsibilities:
- Ensuring
Client Operations Specialist
Cape Town City Centre
Negotiable
Are you passionate about investments and seeking a rewarding career in fiduciary asset management for you!
Position: Client Operations Specialist
Purpose of the Position: Position: The Client Operations Specialist will provide administrative support and ensure smooth operational processes for client accounts. The candidate will handle client on boarding and asset transitions transitions, working closely with the Client Management team and other internal teams to ensure efficient
Investment Compliance And Regulatory Reporting Specialist
Cape Town City Centre
30000 Monthly
reporting review and delivery to regulator and client.
Required skills necessary
position:
- Experience gained in Investment Management, Fund Services, Wealth Management
Client Service Specialist Cape Town
O'brien RecruitmentCape Town City Centre
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private is a great opportunity to take ownership of the client service function and play a vital role in the company's growth. Key Responsibilities: Client Relations: Be the primary contact for client inquiries. Build and maintain strong client relationships through proactive communication and exceptional service. Address client requests Level Agreements. Regulatory Compliance: Ensure all client interactions comply with FSCA regulations and internal
Investment Consultant
Cape Town City Centre
Responsibilities:
- Client Acquisition
- Relationship Management
- Market Rese business development, sales, or client relationship management within the investment industry.
Investment Administrator
Cape Town City Centre
15000 Monthly behalf of new and existing clients
Investment Analyst
Cape Town City Centre
300 000.00 Annually />
- Financial modelling and analysis.
- Preparing investment papers and reports.
- Assisting with aspects reporting on investments and valuations, with direct exposure to the businesses Partners, the investment process process, the deal team and underlying portfolio investments.
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