Our client was founded in 2001 as a specialist offshore investment advisory business. Our client focusses on offshore investments and family office services, for families with significant offshore wealth.
They are based in Claremont, Cape Town and work with roughly 80 families and high net-worth individuals, equally split between Johannesburg and Cape Town.
Responsibilities :
Responsibility for client operations, administration and compliance
Administering client investment accounts, instituting compliance processes and monitoring, and liaising with clients and FSPs
Providing excellent client service, in line with company and regulatory requirements
Effectively managing your workload and responding to requests and tasks in a timely and professional manner
Working closely with the wealth manager and investment analyst to deliver reviews, valuations, and recommendations to the clients
Requirements :
CFP or CFP Candidate (i.e., partially completed) or completed RE5 Compliance exam
Comm at Post Graduate level with either a major or sub-major in one or more of the following :
Commercial Law
Compliance
Risk Management
Investment Management
Financial Planning
Strategic Management
Business Management
At least two years’ work experience, preferably in a Financial Service / Wealth Management environment or related services industry
Strong interest / experience in IT systems
Character and Attributes :
Mature and self-assured
An excellent communicator, written and verbal
Pays attention to detail
A genuine interest in people’s savings and investments
Passionate about delivering excellent service
Persistence and tenacity in getting a task completed
Problem solver
Quick learner
Business aptitude and a desire to get the bigger picture as well
Self -motivated 
