61 Investec jobs in Cape Town

Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential: Grade 12 / Matric

Advantageous: Diploma or undergraduate degree

Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential: Experience in Elite Wealth or other CRM system/s.

Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

Essential: An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits.

Key responsibilities include:

• Communicating with clients telephonically and electronically.
• Compliance: FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows / tasks).
• Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits.
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparation of client quotes and comparisons with the various Financial Service Providers.
• Working with the paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• General admin support.

Job requirements include:

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven.
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of the industry’s professional terminology.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

#J-18808-Ljbffr

Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation.b. Oversee the management and updating of client CRM profile.c. Liaise with external and internal providers on client specific queries and implementation ofinstructions.d. Resolve and manage admin related queries or issues with clients directly on behalf of the WealthManagere. Manage the process of preparation of client review packs (with assistance from administrativeteam and Paraplanners where necessary and as per business requirements) 2. Legislative Compliance (FICA and FAIS) a. Apply basic knowledge of the FAIS General Code of Conduct in daily work.b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctlyto company internal compliance standards.c. Ensure CDD is done on all clients based on their risk profile according to FICA and companyRMCP with guidance from internal compliance 3. Technical Support a. Ensure a basic level of product knowledge by keeping up to date with products used by serviceproviders.b. Compile proposal documents based on the Wealth Manager instruction and recommendations.c. Compile a financial needs analysis and retirement needs analysis based on Wealth Managerrecommendations and instructions. Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driventasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be anadministrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details toenhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experiencethrough effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth forour private clients and their families Direct Reporting Line Wealth Manager, with support from the WMA Team CoordinatorDirect / Indirect reports to thisposition n/a Required Experience Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),and FICA 3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managersand/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks andresponsibilities Required Education Commerce or financial degree from a reputable tertiary institution (advantageous)Professional registration (ifapplicable) CFP designation advantageous RE5 advantageous Computer Literacy MS Office Suite (including Teams, Word, Excel, Power Point, Outlook, Sharepoint) XPlan (advantageous) Personal profile and competencies Ability to prioritise, organise and plan around large amounts of information and tasks. Ability to execute on a wide variety of tasks with accuracy and within required timeframes. High attention to detail and low tolerance for errors Sound knowledge of and experience in FICA and FAIS Highly numerate Punctual

Are you a self-starter who enjoys working independently and as part of a team? Do you enjoy working on systems and have high attention to detail? Do you have experience working within an insurance, investment or asset management environment? Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing. Essential: Grade 12 / Matric Advantageous: Diploma or undergraduate degree Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company) Essential: Experience in Elite Wealth or other CRM system/s. Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook) Essential: An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits. Key responsibilities include: Communicating with clients telephonically and electronically. Compliance: FICA, FAIS & Due Diligence (data gathering and filing). Data Capture – on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows / tasks). Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits. Processing instructions – redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients. Preparation of client quotes and comparisons with the various Financial Service Providers. Working with the paraplanner to prepare client proposals. Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients. General admin support. Job requirements include: Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner. Good telephonic manner. A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven. Systems oriented with high attention to detail and the ability to follow policies and procedures. A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard. Ability to analyse and understand insurance policies with a knowledge of the industry’s professional terminology. A highly honest and ethical individual who is confidential and discreet. Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments. #J-18808-Ljbffr

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

Job Responsibilities:

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

Qualifications:

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

Experience:

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

Technical / Professional Knowledge:

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

Behavioural Competencies:

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.

#J-18808-Ljbffr

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

Job Responsibilities:

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

Qualifications:

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

Experience:

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

Technical / Professional Knowledge:

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

Behavioural Competencies:

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.

#J-18808-Ljbffr

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy. Job Responsibilities: Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement. Build synergy across business functions: Advice, Banking and Lending. Build and maintain relationships with external stakeholders. Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy. Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values. Build a high-performance team. Ensure that the leadership agenda has been embraced by the division. Manage performance of direct reports and hold them accountable for managing the performance of their direct reports. Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division. Engage with the team and identify additional training and development requirements. Participate in the recruitment and selection of senior staff. Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems. Ensure implementation and execution of divisional sales strategy. Ensure profitability of distribution medium. Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base). Manage budget costs within budget constraints. Keep abreast of competitor activities. Provide sales intelligence and solutions. Provide continuous sales leadership. Identify and reduce risk for the company. Produce reports to key business committees. Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan. Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy. Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture. Monitor achievement of function goals, and levels of service, and manage business and client interests. Improve division sales policies and procedures. Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes. Improve process and skills. Qualifications: Advanced Diplomas, Bachelors’ Degree, Honours or MBA. FAIS representative and preferably a Key Individual. Certified Financial Planner (CFP). Experience: Minimum 6 – 8 years experience in Banking or Wealth Management. Minimum of 6 years experience at a leadership level. At least 5 years experience in managing teams. Formulating and implementing communication strategies to cascade functional strategies. Building a community of leaders. Conducting benchmarking exercises to identify improvement opportunities. Establishing and maintaining collaborative relationships with peers / subordinates / managers. Managing complex boardroom dynamics and exhibiting a strong boardroom presence. Managing multiple functions. Making financial decisions. Modelling and encouraging a corporate culture. Presenting to senior leaders. Technical / Professional Knowledge: Strategic planning. Budgeting. Financial Accounting Principles. Business principles. Communication Strategies. Financial Acumen. Business writing skills. Capacity planning. Relevant regulatory knowledge. Governance, Risk and Controls. Behavioural Competencies: Aligning and Executing Sales Strategy. Motivating the Sales Team. Driving for results. Decision Making. Planning and Organizing. Building the Sales Team. Driving Successful Customer Engagements. Coaching. #J-18808-Ljbffr

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy. Job Responsibilities: Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement. Build synergy across business functions: Advice, Banking and Lending. Build and maintain relationships with external stakeholders. Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy. Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values. Build a high-performance team. Ensure that the leadership agenda has been embraced by the division. Manage performance of direct reports and hold them accountable for managing the performance of their direct reports. Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division. Engage with the team and identify additional training and development requirements. Participate in the recruitment and selection of senior staff. Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems. Ensure implementation and execution of divisional sales strategy. Ensure profitability of distribution medium. Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base). Manage budget costs within budget constraints. Keep abreast of competitor activities. Provide sales intelligence and solutions. Provide continuous sales leadership. Identify and reduce risk for the company. Produce reports to key business committees. Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan. Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy. Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture. Monitor achievement of function goals, and levels of service, and manage business and client interests. Improve division sales policies and procedures. Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes. Improve process and skills. Qualifications: Advanced Diplomas, Bachelors’ Degree, Honours or MBA. FAIS representative and preferably a Key Individual. Certified Financial Planner (CFP). Experience: Minimum 6 – 8 years experience in Banking or Wealth Management. Minimum of 6 years experience at a leadership level. At least 5 years experience in managing teams. Formulating and implementing communication strategies to cascade functional strategies. Building a community of leaders. Conducting benchmarking exercises to identify improvement opportunities. Establishing and maintaining collaborative relationships with peers / subordinates / managers. Managing complex boardroom dynamics and exhibiting a strong boardroom presence. Managing multiple functions. Making financial decisions. Modelling and encouraging a corporate culture. Presenting to senior leaders. Technical / Professional Knowledge: Strategic planning. Budgeting. Financial Accounting Principles. Business principles. Communication Strategies. Financial Acumen. Business writing skills. Capacity planning. Relevant regulatory knowledge. Governance, Risk and Controls. Behavioural Competencies: Aligning and Executing Sales Strategy. Motivating the Sales Team. Driving for results. Decision Making. Planning and Organizing. Building the Sales Team. Driving Successful Customer Engagements. Coaching. #J-18808-Ljbffr

Our client is a major league Asset Management business that has achieved enormous growth in recent years. To this extent they have built up a robust Operations team – they now have an opening for an Operations Analyst to come in an add value to the core functioning of the engine-room of the business.

The Operations team works closely with the Portfolio Managers, Distribution Team, Risk Team, the Trading Desk and external service providers on a day-to-day basis in order to achieve the highest level of impact to the business from utilising our combined knowledge base and skill as a team.

The role requires a deep understanding of financial markets and instruments, contribute and promote robust operating procedures to create an efficient, responsive and process driven Operations team. The Operations Analyst will report to the Head of Investment Operations who reports into the Chief Operating Officer.
Main duties and responsibilities:
Process:
o Contribute to and promote robust operating procedures across the investment management business to create an efficient, responsive and process driven Operations team.
o Improve business understanding of operations processes and procedures.
o Establish and promote enhanced business processes that ensure efficient and effective stakeholder delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for the business, including:
Performance of reconciliations.
Exception handling. Investigation of significant variances and effective resolution of reconciliation breaks and ad hoc challenges.
Monitoring of the operations mailbox and timeous execution of stakeholder requests.
Take responsibility for daily operational activities.
Liaise with stakeholders, run daily operational activities, receive and execute requests timeously.
Ensure timeous and correct recording of transactions.
Liaise with stakeholders to keep them fully appraised of the progress of queries.
o Reconciliation of trade and fund dealing activity, corporate action and Proxy voting management, cash management and spot FX instruction, reconciliation of cash, positions and performance.
People:
o Share and transfer product, process and systems knowledge to colleagues.
o Collaborate and work with internal teams to deliver required service levels.
o Ensure achievement of own performance objectives.
o Share information with other team members regarding successes, issues, trends and ideas.
o Participate in own professional development and career path.
Ideal qualifications:
B Com (Hons) preferred or appropriate finance qualification.
Ideal experience:
5 years of experience in related role within an Asset Management business
Experience with reconciliations and cash management.
Relevant computer skills and system experience.
Experience in a programming language would be advantageous, but not required.
Knowledge of working with custodians would be advantageous.
Relevant market knowledge.
Competencies & Skills:
Strong analytical skills and attention to detail.
Ability to problem solve.
Ability to work independently (self-starter) and collaboratively in the team in a fast-paced environment.
Proactive: Takes initiative to anticipate and address issues before they arise.
Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
Output-Focused: Demonstrates a strong commitment to understanding and meeting the needs of stakeholders (internal or external)
Collaborative: Works effectively and managing the relationship with both internal teams and external stakeholders and service providers, fostering strong relationships.
Exceptional verbal and written communication skills, with the ability to engage confidently with teams and stakeholders.
Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

To apply for this role please send your CV and supporting documentation to

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Position: Legal Associate – Asset Management

Location: Cape Town (Office-based)

Sector: Renewable Energy

An exciting opportunity exists for a Legal Associate to support the Asset Management team by providing legal guidance across the project lifecycle—from financial close through construction and operation phases.

Key Responsibilities:

• Advise on key project and finance contracts (CTAs, PPAs, SHAs, MSAs, IAs)
  

• Support the management of legal obligations tied to financing agreements
  

• Draft and review legal notices and formal project correspondence
  

• Assist in resolving project disputes and handling claims processes
  

• Coordinate legal procedures and ensure contract compliance across stakeholders
  

Requirements:

• LLB or equivalent law degree
  

• 3+ years’ post-qualification experience in legal practice or in-house (ideally in project finance, banking, or infrastructure)
  

• Experience with renewable energy, IPP, or construction sectors is advantageous
  

• Strong written and verbal communication skills
  

• Commercially minded, detail-oriented, and able to manage multiple tasks
  

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