Specialist Consultant – Investec 239 views0 applications

Specialist Consultant – Investec

Location: Johannesburg Image result for investec asset management

Core Task Requirements:

Internal business analysis and reporting:

Daily, weekly and monthly reporting that will include but not restricted:

  • Queue age analysis in line with SLA
  • Analysing of Query reporting
  • RAC reporting
  • Cat II IFA reporting (Model Portfolio)
  • Internal Control reporting incl. changed bank accounts, floor limits and third party payments

Specialist functions that will include the following but not restricted:

  • Offshore: Provide a holistic service to advisors and their assistants by forming part of a central team dealing with all relevant requests,quality checking/screening, queries, rejections, escalations and reporting.This entails telephonic and written communication as well as possible face to face interactions with advisors and their assistants
  • Model Portfolios: Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFA’s with a FAIS Cat II license managing Model Portfolios for their clients. This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring and reconciling of requests/instructions. It will also include managing and controlling any bulk requests for Model Portfolio restructure and rebalances by managing the client’s expectations and monitoring progress of script processing
  • Building and maintaining relationships with all clients
  • Building and maintaining relationships with all service providers including administration platform as well as foreign exchange and banking services
  • Building and maintaining relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team
  • Proactive communication, telephonic and/or e-mail keeping clients informed regarding any activity around their queries and requests
  • Possible mail merging
  • Checking and calculating of complex backdates calculations.
  • Support to Advisor and Client service teams when required
  • Liaison with Data management and reporting team
  • Web support
  • Providing training to advisor assistants as well as IMS sales associates

Work Experience / Academic Qualification:

  • Minimum 5 -7 years industry experience, particularly in the LISP environment
  • Minimum of 3 + years’ experience in an IMS advisor liaison capacity
  • 3-year relevant Diploma or Bachelor/Commercial degree will be an advantage
  • Advanced experience in excel (including pivot tables, macros) and other reporting tools
  • Business Analysis qualification an advantage
  • In depth experience and insight to IMS Model Portfolio offering. The associated processes, business rules and legislation
  • An in-depth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, Business rules and legislation incl. Guernsey AML requirements

Personality Attributes:

  • Communication and Interpersonal Skills
  • Attention to detail and methodical
  • High quality output
  • Results driven
  • Proactive and able to take initiative and follow though
  • Organised
  • Efficiency and time management
  • Self-Motivated with an ability to inspire others
  • Tenacity
  • Problem Solving and conflict handling
  • Enquiring mind
  • Energy Team Player
  • Risk Aware D
  • Decision Making Ability
  • Ownership and Accountability

  • Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.
  • Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
  • Ensuring that firm and client data and property, including IT data, are properly protected
  • Reporting any possible and actual breaches, errors, complaints or conduct issues.
  • Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse

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 How to apply

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