Investment Manager Cape Town - Cape Town Region
Vine Recruitment
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Wealth and Investment Manager to join their dynamic team in Cape Town. This is a full-time working from home role, with flexibility offered by the Company. To assist the director and financial advisors with the investment planning processes and services offered to a practice based in the UK and South Africa. Take responsibility for the delivery of high quality and efficient professional end-to-end customer services and related processes. Maintain and enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth mind-set, act professional and have meticulous attention to detail. The person should also be naturally process orientated, with a drive to improve and streamline processes and work efficiently. The person should be a self-starter and be able to work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding of the financial planning process At least 5 years Financial Services Industry work experience in a senior role Be able to learn and gain technical knowledge quickly and easily Attention to detail is extremely important together with analytical thinking skills Able to interact and relate with clients and different advisers of all levels Responsibilities: Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on our third-party funds supplier for our active investment client strategies. Support with the monthly fund switches and annual re-balancing of fund portfolios and regular monitoring of funds and accounts on various platforms. Process and execute financial advisor and client instructions whilst adhering to operational processes and minimising operational errors (including new client business submissions, pension investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client accounts, support with phasing of various investment accounts and help implement any changes required to client accounts, trading accounts disbursements etc. Engage and manage other staff engagement with investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information as required. Validate all types of instructions processed in the platform system for quality, data integrity, accuracy, completeness and compliance with relevant legislation. This will include the checking of Client Care documents, suitability letters and business submissions as well as sending these documents to and information to clients. Monitor business submissions for final submission. Updating Client Care documents and business documents to required standards for submissions. Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses. Support with providing information for annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary of quotes for advisers. Populate Suitability templates and oversee for accuracy. Monitor all active cases daily and confirm and communicate all processed instructions to clients and financial advisers. Support with the resolution of issues identified from daily platform messages and ensure these are addressed and dealt with in a timely manner. Review and oversee accuracy of annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests and audits. Support with the management of the client database with adequate, complete, valid and necessary records and provide timely weekly case update reports to advisers. Please send your cv, qualifications, references, salary expectation and photo to: desmainevinerecruitment.co.za
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