Job Description This is a fantastic opportunity for a Compliance Specialist to take on a key role driving compliance & group regulatory excellence processes for this highly successful investment management platform. This LISP is the only FSP in South Africa that builds financial regulation and compliance into its core offering, turning it from an obligation into a competitive advantage. You...
Client Service Consultant: Processing (Prescient Fund Services) The Transfer Agency Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. This team is the conduit between the client and the broader Prescient Fund Services operational teams and offers excellent exposure and opportunity across various Management Companies for which...
Overview Our client is a financial services provider, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Investment Operations Assistant (Graduate level) to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall...
Are you a driven client-focused professional with a passion for investments and a talent for building strong intermediary relationships? This is your opportunity to lead growth in one of the most dynamic regions in the country. As a Business Development Manager, you’ll be responsible for managing and expanding a portfolio of Independent Financial Advisors (IFAs), driving retail investment inflows...
Job Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project managing various business development activities and initiatives, and ensuring delivery of the portfolio’s key objectives. Critical outputs of the role are to identify leads, support campaigns and build relationships within assigned regions. Hello Future Invest and Insure...
Career Opportunities: Senior Specialist | Retail Finance | Tax (8864) We are looking for a proactive and energised individual to assist with managing the tax function for the Group. The individual with be responsible for providing a wide range of tax advisory services to the business as well as ensuring compliance with operational requirements (including reporting) imposed by both local and...
You can find out more about this in our Service Delivery Manager page is loaded Service Delivery ManagerlocationsCape Town, Apex House time typeFull time posted onPosted Today job requisition idJR-0010662 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach...
Intermediate to Senior level Business Analyst (Hybrid Role) Purpose of the job The Business Analyst (BA) will be responsible for defining specifications for process and system enhancements, production support items and normal SDLC BA responsibilities, including systems testing. The role includes a component of production support. Main duties and responsibilities - Root-cause analysis and...
Overview Our client is on the hunt for a Business Development Manager whowill support the Head of Equilibrium in promoting the company’s vision and fostering relationships with distribution channels and financial advisors. The role involves implementing the business’s sales and growth strategy. Responsibilities - Promote and execute Equilibrium’s mission and assist the Head of Distribution in...
PermanentCape TownPurpose of the job Main duties and responsibilities:Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processesInvestment corrections (adjustments) and investigationsBackdated profit and loss calculationsGeneral query resolutionAd hoc projectsDriving down the number of errors by identifying and addressing trends...
Purpose of the job The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The primary responsibility will be to lead and manage the team’s total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a day-to-day basis. The role requires...
Overview Are you a seasoned financial services professional with a passion for product innovation and a deep understanding of the investment landscape? Do you have a knack for strategic thinking and a client-centric approach? Our client is seeking a highly skilled and experienced Investment Product Manager to join their team, focusing on their international wealth platform. This is a rare chance...
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and...
This team is responsible for the resolution of exceptions and corrections on a day-to-day basis within the Unit Trust and LISP (Discretionary and Life and Retirement) operational areas. Main duties and responsibilities- Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processes- Investment corrections (adjustments) and...
Overview: Our client is a boutique asset manager, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Operations Assistant to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall effectiveness of the investment...
PermanentCape TownPurpose of the jobJoin a financial services business in a niche area of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products.The primary responsibility will be to lead and manage the teams total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a...
A leading investment management company is seeking a dynamic Head of Business Development to drive brand expansion, strengthen industry relationships, and increase business opportunities and inflows. This role is instrumental in executing strategic initiatives, managing key distribution channels, and providing valuable industry insights to enhance competitiveness. Responsibilities Strategic...
Join a dynamic national retail sales and distribution team, where you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging with IFAs, DFMs, multi-managers, and LISP platforms. With a strong presence in the retail investment market, your network and industry experience will be crucial. A...
Our client is seeking a highly skilled and experienced Investment Product Manager to join their team, focusing on their international wealth platform. This is a rare chance to play a key role in the strategic design, enhancement, and execution of product solutions for a leading investment company. You will be instrumental in driving initiatives that meet the evolving needs of investors and...
Opportunity Overview Ready to ignite your career with an electrifying Product Specialist role? This dynamic position lets you design and enhance groundbreaking investment solutions, lead strategic initiatives, and deliver exceptional client experiences across South Africa and global markets. Dive into crafting innovative products, analyzing market trends, engaging with clients and advisers,...