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  • Posted: Jul 3, 2024
    Deadline: Not specified
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    With more than 20 years’ experience in the recruitment industry, we’re a specialist permanent recruitment consultancy working across industry; with a focus on finding elusive, scarce-skill business talent in complex and niche sectors. We aim to create quality relationships between ourselves, our clients, and ultimately between long-term employ...
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    EE Investment Client Relationship Manager

    Is this you?

    • Do you excel in building and maintaining strong client relationships while ensuring service excellence through your technical investment knowledge and experience? If you possess excellent communication skills, a strong technical grasp of asset management operations, and thrive in a fast-paced, client-focused environment, this role offers a perfect opportunity to showcase your skills.

    What you’ll be doing (and why you’ll enjoy it)

    • As a Client Relationship Manager, you will play a crucial role in managing and nurturing relationships with retail clients, advisors, and external stakeholders. Your responsibilities will include responding promptly to client queries, overseeing the delivery of fund administration services, and ensuring adherence to service level agreements. You will collaborate closely with internal teams to enhance client reporting, contribute to process improvements, and maintain accurate client portfolio information. This role provides a dynamic environment where you can leverage your client service expertise to positively impact client satisfaction and operational efficiency.

    Where you’ll be doing it

    • Our client, a respected leader in asset management based in Steenberg, Tokai, focuses on delivering innovative investment solutions and exceptional client service. With a commitment to integrity and professional growth, the company offers a supportive culture where employees are encouraged to thrive and develop their careers. Join a team known for its dedication to excellence and collaborative spirit, where your contributions will be valued and rewarded.

    What you’ll need

    • To succeed in this role, you need to have a minimum of 3 years’ experience in client relationship management or client reporting gained within the asset management or financial services industry. A relevant tertiary qualification in Accounting, Finance, or Investments is essential, accompanied by strong Excel skills. You should possess excellent interpersonal skills, impeccable organizational abilities, and a proactive approach to problem-solving. Knowledge of investment administration systems and regulatory frameworks governing asset management is critical. This role is strictly Employment Equity.

    What you’ll get

    • In addition to a competitive salary, our client offers a comprehensive benefits package and opportunities for professional development within a progressive organization. You’ll have the chance to work alongside industry experts, enhance your skills in client relationship management, and contribute to the success of a leading asset management firm known for its client-centric approach and innovative solutions.

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    EE Investment Operation Specialist

    Is this you?

    • You’ve gained solid experience in Fund Accounting dealing with various asset classes and you’re keen to apply this experience in operations? You possess strong analytical skills, excel in problem-solving, and enjoy collaborating with diverse teams to deliver exceptional client service.

    What you’ll be doing (and why you’ll enjoy it)

    • In this role, you will play a pivotal role in overseeing and coordinating fund administration processes across various asset classes. Your responsibilities will include facilitating fund launches, transitions, and terminations, ensuring timely reconciliation of portfolio holdings and cash positions, and resolving client queries with precision. You’ll also contribute to enhancing operational efficiencies, preparing detailed client reports, and maintaining compliance with industry regulations. This role offers a unique opportunity to gain hands-on experience in investment operations within a supportive and dynamic team environment.

    Where you’ll be doing it

    • You’ll be joining a well-known and top-performing asset management team based in professional offices in Steenberg, Cape Town, with a beautiful view of the mountains. This entrepreneurial and nimble environment encourages innovative solutions, making it an exciting place to work.

    What you’ll need

    • To succeed in this role, you’ll need a completed degree in Finance, Mathematics, or Business Science, coupled with a minimum of 3 years’ experience in Fund Accounting, particularly in unit trusts or segregated portfolios within Fund Administration or Asset Management, not just hedge funds. Strong Excel proficiency and knowledge of investment administration systems are essential. You should demonstrate excellent communication skills, a strong work ethic, and the ability to thrive in a deadline-driven environment. This role is strictly Employment Equity.

    What you’ll get

    • In addition to a competitive salary, great benefits, you’ll also have the opportunity to work in a collaborative and dynamic team. Our client values your contributions and encourages an environment where ideas are welcomed.

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    Junior Investment Accountant

    What you’ll be doing (and why you’ll enjoy it)

    • As the Investment Accountant, you will play a pivotal role in supporting both onshore and offshore investment reporting for esteemed clients. Your day-to-day will involve ensuring timely and accurate reconciliation of private equity investments, coordinating investment trades with external providers, and managing client transactional requirements including withdrawals, payments, corporate actions and reconciling client portfolios. You’ll also contribute to enhancing system efficiencies, supporting project management initiatives and handling client queries with finesse.

    Where you’ll be doing it

    • You’ll be joining a leading wealth management firm based in Cape Town CBD, renowned for their commitment to excellence and their client-centric approach. With a strong presence in the financial industry, our client prides itself in fostering a collaborative and supportive culture where employees are encouraged to grow and succeed. You’ll get to join a team that values integrity, professionalism, and innovation and make your mark in the world of finance.

    What you’ll need

    • To excel in this role, you need a completed Bachelor’s degree in Accounting, Commerce, or Finance, coupled with at least 1 year’s experience in fund accounting where you have worked on private equity funds. Proficiency in MS Office is essential, along with a strong understanding of accounting and reporting software.

    What you’ll get

    • In addition to a competitive salary, full suite of benefits, and 25 days annual leave, you’ll have the opportunity to work with a global leader in financial services, gaining exposure to diverse international markets and clients. Our client offers a supportive and collaborative work environment where your skills and expertise will be nurtured and developed. You will also have the option to work 3 days in office and 2 days from home per week.

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    Internal Sales Person

    What you’ll be doing (and why you’ll enjoy it)

    • Reporting directly to a dynamic Sales Manager, you will be responsible for building and maintaining relationships with both customers and suppliers with the ultimate goal to maximize long-term sales and profit margins. You will also be responsible for managing the sample process (arranging samples for customers, arranging courier delivery, following-up on progress etc.).

    Where you’ll be doing it

    • Our client is a supplier of raw materials in SA, they have a young and dynamic team within their strong and stable family owned and run business. They have an impressive international supplier list and a diverse, stable client base and are growing and always looking to diverse their offerings. This is an office based position with hours 08:30 to 16:30 Monday to Thursday and Friday end 15:30.

    What you’ll need

    • A Matric qualification with some sales / marketing / sales administration type experience is needed. Ideally we’re looking for someone with food science, technology or the chemical industry. If you have previous experience within a similar role that would be fantastic. We can also look at a Graduate with a Bachelor of Science degree. Your communication and admin skills need to be exceptionally strong. You would need to be process and systems driven in order to succeed in this role. You’ll be required to have your own car and driver’s license as well as be Microsoft Office proficient.

    What you’ll get

    • A salary package made up of a basic salary & medical aid (Discovery). You will have the opportunity to work with a young team and to learn from the best in the business. The company treats their employees well, develop from within and enjoy occasional team building.

    Method of Application

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