Description of the role Main responsibilities:• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries• Educating clients on technology and platforms available to them to improve their investment administration experience• Gathering client information – internally and externally• Working with external vendors/product providers and LISPs• Researching products and competitors• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required• Preparing, printing & binding proposals and reviews • Pre-completing and formatting various documents• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records • Initiating, facilitating & completing of platform transfer requests incl.
Section 14, Section 37 & Section 42 transfers both in and out • Building and maintaining strong internal and external stakeholder relationships• Problem-solving & troubleshooting to enhance clients' experience• Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and datesQualifications & Experience• Relevant tertiary qualification is essential (Financial Planning/Investment Planning/;• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary)• Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)• 2-3 years financial planning or wealth management experience advantageous• MS Office Suite, Advanced Excel would be advantageousPersonal attributes and other requirements:• Ultra-high net worth client service orientation• Excellent verbal and written communication skills • Entrepreneurial mindset, self-starter, independent thinker• Ability to work independently as well as within a team• Open to learning and challenging, sharing best practices and knowledge with team• Effective time-management, planning & organisational skills, ability to prioritise & multi-task• Work beyond traditional work hours if required• Ability to work effectively under pressure, tenacious temperament• High attention to detail • Well-presented and confident• Strong work ethic & pride in work, honesty & integrity• Can-do problem solving attitude• Solution-driven as opposed to task-driven• Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity• Insights, interpersonal skills & meticulous planning to maintain the standard expected by Investec's ultra-high net worth clients• Commitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion Investec Culture At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.We value individuals who in turn value our that is, a can-do attitude while challenging convention.Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.
We are committed to diversity and inclusion when recruiting internally and externally.
