- Motivate and influence staff towards a culture that promotes accountability and service excellence
- Facilitate and guide the growth and development of staff by providing ongoing support, coaching and mentorship
- Contribute towards staff engagement and retention efforts
- Creating, analysing and reporting on key metrics of the team
- Responding pro-actively to analyses, findings and recommendations from various sources (such as KPA data, risk events, quality- and knowledge assessments)
- Implementing processes and controls to respond to events and service improvements. Ensuring sufficient staff complement, skills availability and autonomy
- Execute the strategic objectives of the department and develop and maintain a results-driven environment
- Continuously develop a performance driven team culture by setting and aligning targets, seeking out multi-stakeholder feedback reviews on team output
- Collaborate with fellow peers and engage with stakeholders such as support and service teams, risk and compliance, human resources to drive a distinguished and highly developed team
- Manage relationships that foster a creative, engaged, high-performing environment
- Continuously work towards the implementation of processes and controls that fosters an effective Retail Department
- Relevant and applicable tertiary qualification, eg Bcom.
- 3 continuous years' experience as a team leader in the Financial Services Industry
- Knowledge of Pension Fund Act, Income Tax Act, Long Term Insurance Act, CISCA, JSE regulations
- Advanced MS Excel skills
- Proven track record of exceptional leadership
- Strong decision-maker and inquisitive problem solver
- Attentive and perceptive to the ongoing needs of the team
- Resilient, accountable and able to function in a fast paced, evolving, and high-pressure environment
- High degree of team- and self-awareness, with strong professional image
- Meticulous, deadline driven and reliable
-
Manager: Investment Operations
2 days ago
Bright City Talent Cape Town, South AfricaThe **Manager Investment Operations** forms part of the local South African operations team, who perform global, investment operations for multiple global regions. · Working closely with 3rd party vendors to solve global administration issues and manage the operations team, the I ...
-
Investments - Operations Consultant
2 days ago
ACE Recruitment (Pty) Ltd. Cape Town, South Africa**OPERATIONS CONSULTANT INVESTMENTS** · **Job description** · There is a high emphasis on solid process and systems knowledge, client servicing, swift resolution of inquiries, and the prevention of complaints. · **Key Attributes and Competencies** · - Excellent time management sk ...
-
Investment Operations Administrator
15 hours ago
Rory Mackie & Associates Cape Town, South Africa Full timeOverview: Our client is an asset management company, licensed and regulated by the GFSC that works with high net-worth private clients, family offices, trusts and institutions. Their main products are funds of hedge funds, bespoke managed accounts and an Equity UCITS fund. They a ...
-
Investments Data Operations Analyst
3 hours ago
Rory Mackie & Associates Cape Town, South AfricaThe Investments Data Operations Analyst will form part of the Data Operations Team. They are custodian of the Security Master, Benchmark Master and Portfolio Accounting products. · The team is the interface between the business and third-party vendors. The role will involve frequ ...
-
Retail Investments Operations Manager
3 hours ago
Rory Mackie & Associates Cape Town, South AfricaOverview: · Our client, a global asset manager, is seeking to appoint a Retail Operations Manager. They are looking for someone who is passionate about people and extends past call and query management to understanding and managing the client experience. The successful candidate ...
-
Investment Fund Operations Associate
3 hours ago
Rory Mackie & Associates Cape Town, South AfricaResponsible for working with stakeholders across multiple business units and our clients Transfer Agent, to gather and record business requirements for new and existing initiatives, as well as changes to processes and systems · Perform analytical review/trend analysis on various ...
-
Finance Graduate
1 day ago
deVere Investment Cape Town, South AfricaEXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS · The deVere Group of companies is one of the world's leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innova ...
-
Investment Analyst: Real Estate
18 hours ago
Futuregrowth Cape Town, South Africa**FUTUREGROWTH ASSET MANAGEMENT IS RECRUITING** · We have an exciting opportunity available for an **Investment Analyst **in our Real Estate & · Agriculture team. · - Futuregrowth is also committed to transformation. A strong preference will be given to _ · **Investment Analyst** ...
-
Senior Client Services Manager
2 days ago
Exceed Recruitment and Human Resource Consultants Cape Town, South Africa**Reference**:9300 NB · **Consultant**:Nine Broodryk · - Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on ...
-
Operations Specialist
18 hours ago
Discovery Ltd. Cape Town, South Africa**Business Unit**:Discovery Invest**Function**:Investments / Portfolio Management / Wealth Manage**Date**:7 Jun 2023**Key Purpose** · - Cogence is the first truly global discretionary fund manager in South Africa. It marries the expertise of Discovery, whose behaviour-change plat ...
-
Investment Analyst
18 hours ago
Symbiotics Group Cape Town, South AfricaJob Location · Abous us · Symbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers investments, asset management and capacity building services. · Symbiotics Investments focuses on loa ...
-
Senior Client Services Manager
1 day ago
Exceed Recruitment and Human Resource Consultants Cape Town, South Africa**Reference**: 9300 NB · **Consultant**: Nine Broodryk · Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on ...
-
Financial Modeler
1 day ago
CA Global Headhunters Cape Town, South Africa**Reference Number**: SS · **Responsibilities**: · Maintain and champion the company Financial Model to evaluate project profitability, cash flows, and investment returns. · Maintain and operate the company valuation model to evaluate investment scenarios and company valuation me ...
-
Financial Modeler
2 days ago
CA Global Headhunters International Cape Town, South AfricaReference No SS · **Reference Number**: SS** · **Job Description: · **Responsibilities: · - Maintain and champion the company Financial Model to evaluate project profitability, cash flows, and investment returns. · - Maintain and operate the company valuation model to evaluate in ...
-
Financial Modeler
2 days ago
CA Global Headhunters Cape Town, South Africa**Reference Number**: SS · **Responsibilities**: · Maintain and champion the company Financial Model to evaluate project profitability, cash flows, and investment returns. · Maintain and operate the company valuation model to evaluate investment scenarios and company valuation me ...
-
Operations Due Diligence Administrator
2 days ago
Extraordinary Futures Cape Town, South AfricaCape Town, Cape Town · - R R · **Operational Due Diligence Administrator** · **Join this team of experts within the wealth management space, they are leaders in investment services across the country.** · Our client is looking for an astute Operations Due Diligence Administrator ...
-
Associate Marketing Manager
1 day ago
Morningstar Cape Town, South Africa**The Team**: The Marketing and Communications team creates integrated communications and campaigns that aim to make the Morningstar brand tribal. Consisting of marketing managers, events managers, designers, writers, corporate communications professionals, digital strategists, b ...
-
Data Integration Analyst
18 hours ago
Recruiter Ruth | Performability Recruitment Cape Town, South AfricaAre you a whiz at investigating and correcting integration issues relating to data recons? · You have experience with d ata integrity testing and fixes that include, but is not limited, to income, fee checks and tax checks. · Managing wrap funds to ensure the models are correct i ...
-
Edd/kyc Manager
18 hours ago
Luno Cape Town, South Africa**About us** · Luno is the crypto investment app you can rely on, enabling you to buy, store and explore crypto securely. We're committed to putting the power of cryptocurrency in everyone's hands sensibly and responsibly. · Since 2013, we've helped millions of people around the ...
-
Trade Execution
1 day ago
Aquarius Recruitment Cape Town, South AfricaOur client is a highly regarded Investment Management business in SA, due to an internal promotion, they have a new opportunity to take on a Trade Administrator who will be able to develop themselves in the Dealing area of the business · PURPOSE OF JOB · To fulfil the role as an ...
Team Leader: Retail Investment Operations - Cape Town, South Africa - Rory Mackie & Associates
Description
Overview:
Our client, a well-established asset management company, is looking for a Team Leader to join their dynamic and growing LISP, within the Retail Operations Team. You will be responsible for the leadership of a diverse group of consultants as well as manage the daily operational requirements/processes in alignment with the value structures of the broader retail department. You will be measured on the outputs of an engaged and motivated workforce, the maintenance of stable and autonomous operations, and the application of well-balanced service and compliance principles to those processes
Responsibilities:
People Management: Engage and invest in people
Operational: Daily management of all operational aspects of the environment
Strategic:
General:
Requirements:
Core competencies: