Client Relationship Investment Specialist Jobs in Cape Town Region
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Investment Client Service Consultant
Dk Consulting
Cape Town Region
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years
share this job on whatsappInvestment 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
Client 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 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 Implementation Specialist Cape Town
Ca Financial AppointmentsCape Town Region
not only experienced but also passionate about client take-ons, managing the transition process and driving team. Responsibilities: Engage and assist with new client take-ons, transitions and take-offs Assist with operations Utilise technology stack for client relationships Use client reports and dashboards to better communicate Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure Advanced
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
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