The main function of this role is the opening and administration of offshore investment accounts on a major International platform.
Skills and Requirements:
Relevant BCom Degree.
Experience in the industry is required.
Proficient in MS office.
Experience in stockbroking or financial services industry.
Excellent understanding of account management roles and responsibilities.
Understanding of Fica / Compliance will be beneficial.
Analytical and problem-solving skills and ability to follow through processes to closure.
Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination.
Excellent sense of ownership.
Attention to detail.
Must be able to perform well under pressure.
Assisting in management of normal and life wrapper account structures (includes but not limited to opening accounts, loading deposits and withdrawals, stock transfers, statement queries, invoicing).
Technical assistance for admin related queries on accounts.
Billing and invoice related activities.
Coordinate and follow-up with multiple teams including clients and service providers.
Meet time deadlines for accounts.
Fica requirements of new accounts.
To apply, please send your CV with your salary expectations to
Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.