SUMMARY:
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POSITION INFO:
Assistant to Relationship Manager (Cape Town)
The role involves close and regular interaction with members of the Relationship Management, Investment Management, Client Reporting, Business Systems Support, Finance, Treasury & Markets and Compliance departments, as well as colleagues in the Group and numerous external business contacts such as Banks, Investment Management Companies, Custodians and outsourced service providers.
QUALIFICATIONS, EXPERIENCE AND SKILLS
- Relevant diploma / degree (Finance/Investments/Business Administration)
- 2 – 4 years’ experience in a similar role
- Proficiency in MS Office
- Intermediate level of numeracy
COMPETENCIES AND BEHAVIOURS
- Confidentiality and discretion
- Independent working and solutions driven
- Planning and organising: Ability to plan ahead and manage workload effectively
- Teamwork
- Communicates clearly and concisely (Afrikaans preferable), listens effectively, written communication is well presented, able to deal with sophisticated clients
- Accuracy, quality, productivity, and attention to detail
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Calendar managements for the relevant Cape Town team
Inbox management, to do lists where required
Preparation of presentations, packs and reports
Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents
Requesting execution of investments and related follow up
Management of cash balances, payments and receipts
Proactively addressing ad hoc client requests
Supporting the marketing team on event administration and guest list management
Co-ordination of client gifts
Liaise with clients and business guests
Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information
Arrange meeting agendas
Liaise with clients and business guests
Manage projects and follow-up with team members where required
We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 7 days from the date of application
By submitting your information you confirm that:
- We may retain your personal information in our database for future matching.
- We may contact you for your consent to submit your CV to suitable vacancies.
- That the information you have submitted is true, correct, and up to date.
