Companies and Custodians to facilitate the opening of client accounts.
Scope of work
As Team Lead of Data Management -you will be responsible for overall creation and maintenance of Account related Static Data. You will play a vital role in providing leadership for the Account Static & Opening team - and spearhead internal and external stakeholder engagement.
with investment guidelines. Assist with the opening of accounts with newly appointed segregated/sub portfolio gathering and follow up with suppliers. Opening of various accounts, account types and dealing with a daily liquidity Ensure compliance at all times and open call accounts with new banks Maintain active accounts and
Banking Processing credit application forms and opening accounts on the system Account assessments Capturing
Companies and Custodians to facilitate the opening of client accounts . R 25000 - R 28000 - Monthly
Reference: JHB002260-RH-1 My client a leader in the Investment Management sector is looking for an Authorizer Client Service Consultant to join their UT MANCO Client Services team. Must have completed Diploma / Bachelors Degree (Finance, Business Administration or similar) with experience in an Asse
monitoring of cash levels as well as the opening of accounts when required. Assist with Trade queries
including credit application, checks and opening new accounts.
Prepare various month end reports
Reference: JHB002256-RH-1 An exciting opportunity to join a dynamic company offering investment fund platform/ fund services to global and local clients. Must have completed Bachelors Degree-Finance, Commerce, Investments with previous experience in people management and leadership. As Team Lead of