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Keywords: Investment Client Onboarding Manager, Location: Cape Town, Western Cape

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Investment Client Onboarding Manager

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape... Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding...

Posted Date: 13 Jan 2025

KYC Client Onboarding Specialist | Tokai

KYC Client Onboarding Specialist Location: Steenberg, Tokai Reporting Line: Operations Manager Overview The KYC... Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position...

Posted Date: 29 Nov 2024

Client Relationship Manager | Tokai

: Investment Management Purpose of the Role The Client Relationship Manager is responsible for providing exceptional support... and complaints. Onboarding Coordination: Facilitate and coordinate the client onboarding experience. Investment Process Management...

Posted Date: 29 Nov 2024

Wealth Manager Assistant

A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable... and assist Trust Officer to make corrections Prepare client packs, and onboarding of new clients, responsible for all clients...

Posted Date: 27 Nov 2024

Investment Client Onboarding Manager

Client Onboarding Manager acts as the representative for our client when communicating with their clients and external... parties during the client take-on process and subsequent life cycle events. The Onboarding Manager is responsible...

Posted Date: 13 Jan 2025

Investment Client Onboarding Manager

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape... Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding...

Posted Date: 12 Jan 2025

Investment Client Onboarding Manager

You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape... Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding...

Posted Date: 11 Jan 2025

Investment Assistant and Office Manager

will be highly valued. Where you'll be doing it Our client is a rapidly growing investment multimanager based in the Northern...Is this you? Are you a highly organised and professional Office Manager who thrives in a fast-paced environment...

Posted Date: 06 Feb 2025

OPERATIONS MANAGER – REF9587

LOCATION: Cape Town R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS Our client is an asset manager licenced... in Guernsey. They are more than 30 years old and act as the investment manager and administrators to a range of managed accounts...

Posted Date: 07 Feb 2025

Senior Manager - Offshore Fund Accounting

, industry-changing realities. For our business, for clients, and for you Summary of the position The Senior Manager, UK... confirmation and settlement through the OMGEO/STP Confirms app, and managing trade exceptions based on client trade source files...

Company: Apex Group
Posted Date: 24 Jan 2025

Customer Success Manager (Onsite) (6-month contract to go perm)

Job Summary Customer Success Manager (Onsite) (6-month contract to go perm) Other Cape Town - Western Cape... ENVIRONMENT: A well-established digital hub in Cape Town is seeking an onsite Customer Success Manager to join their dynamic...

Company: Datafin
Posted Date: 18 Jan 2025
Salary: R16000 - 19000 per month

Customer Success Manager (Onsite) (6-month contract to go perm)

Customer Success Manager (Onsite) (6-month contract to go perm) Other Cape Town - Western Cape ENVIRONMENT: A well...-established digital hub in Cape Town is seeking an onsite Customer Success Manager to join their dynamic team on a 6-month...

Company: Datafin
Posted Date: 16 Jan 2025

Wealth Manager Assistant

A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable... and assist Trust Officer to make corrections Prepare client packs, and onboarding of new clients, responsible for all clients...

Posted Date: 09 Dec 2024

Compliance Administrator

will work alongside and support the local Compliance team and Compliance Manager and Investment Legal Specialist to assist staff... Compliance Administrator will report to the Compliance Manager and Investment Legal Specialist based in Bellville. Disclaimer...

Company: Apex Group
Posted Date: 12 Feb 2025

LEARNING AND DEVELOPMENT ASSOCIATE – REF9576

LOCATION: Cape Town R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS Our client began as a small start-up based... in South Africa offering domestic investment strategies. They offer distinctive investment strategies spanning equities, fixed...

Posted Date: 24 Jan 2025

BENEFITS ASSOCIATE – REF9577

LOCATION: Cape Town R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS Our client began as a small start-up based... in South Africa offering domestic investment strategies. They offer distinctive investment strategies spanning equities, fixed...

Posted Date: 24 Jan 2025

OFFICE ADMINISTRATOR & FACILITIES ASSISTANT - Claremont/Newlands, Cape Town

based on Qualification and Years of relevant experience Our Client, a Global Investment Firm is seeking an Office... to the Office Manager, this individual will collaborate with multiple departments to help maintain business-as-usual (BAU...

Company: HR Genie
Posted Date: 22 Jan 2025
Salary: R18000 - 25000 per month

Business Consultant

diligence on clients to identify and flag risks before sending the client for onboarding to the greater team. Manage own... through onboarding and sales of products process. Resolve various types of client queries as far as possible or escalate...

Company: Conova
Posted Date: 18 Jan 2025

Financial Advisor (Life & Wealth)

for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client... market and/or affluent client segment (Life & investment) (Essential) ADDITIONAL INFORMATION *SAQA Accredited...

Posted Date: 12 Dec 2024
Salary: R15000 per month

Financial Advisor (Life & Wealth)

and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base... market and/or affluent client segment (Life & investment) (Essential) ADDITIONAL INFORMATION *SAQA Accredited...

Posted Date: 12 Dec 2024
Salary: R15000 per month