Investment Manager
Investment Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Duties & Responsibilities
ENVIRONMENT:
A global fullservice commercial bank offering corporate personal and investment banking wealth management and treasury services is currently seeking an Investment Manager to join their Cape Town offices. Duties will include to ensure the effective marketing of KPI related products for Cape Town Office to facilitate the day to day funding and to focus on CCBs future funding strategies in accordance with the applicable policies and procedures of the Bank.
DUTIES:
Marketing Capability and Product Marketing
- Source new clients to attract investments and meet Treasury and Executive targets.
- Increase the number of new investors.
- Assist Corporate Banking in attracting new business and crossselling loan products crossborder investments and EOB.
- Market all treasury products effectively.
- Complete all assigned tasks on the mustdo list annually.
Internal Management
- Maintain strong contact and working relationships with Treasury and all CCB Johannesburg departments.
- Ensure adherence to treasury liquidity concentration and risk limits.
- Quote accurate marketrelated interest rates to maintain reputation and customer trust.
- Communicate interest rate changes to customers and stakeholders within one working day.
- Ensure proper processes and service standards with Treasury and back office.
- Confirm trades timeously via email for system capture.
- Uphold corporate values and enhance the CCB brand in all client interactions.
- Monitor client needs and maintain good working relationships through regular meetings.
- Support daytoday funding and contribute to future funding strategies in line with treasury policies.
- Ensure costeffective funding solutions through daily product calculations with Treasury.
- Assist Treasury with LCR/NSFR and liquidity management compliance.
Compliance Management
- Obtain FICA documents from new and existing clients for ReID and onboarding.
- Ensure adherence to internal compliance procedures.
- Collect annual AML Questionnaire information from asset managers.
- Report suspicious and unusual transactions within regulatory timeframes.
- Conduct regular client ReIDs based on risk ratings.
- Capture accurate customer information in NGS and KYC files maintaining compliance registers.
- Attend required training sessions from HR Compliance and other departments.
Brand Expansion and Social Responsibility
- Participate in charity events organized by the Cape Town office.
- Assist in arranging hospitality for delegations government officials and clients.
REQUIREMENTS:
Formal Qualifications Required
- Related degree or equivalent Essential
Job Related Experience Required
- Minimum of 58 years experience in the Financial Services Industry specializing in Investment/Portfolio Management and Wealth Management Essential
Job Related Knowledge Required
- Business Development Desirable
- Economic and Market Research Desirable
- Compliance Management Desirable
Job Related Skills Required:
- Analytical ability interpretation skills and strong communications skills
- Strong work ethics and is able to manage internal and external stakeholders
- Ability to crosssell where opportunities prevail
- Excel proficient Problemsolving skills
- Chinese speaking and reading preferable
While we would really like to respond to every application should you not be contacted for this position within 10 working days please consider your application unsuccessful.
COMMENTS:
When applying for jobs ensure that you have the minimum job requirements. Only SA Citizens will be considered for this role. If you are not in the mentioned location of any of the jobs please note your relocation plans in all applications for jobs and correspondence. Apply here email a Word copy of your CV to and mention the reference number of the job.
Desired Experience & Qualification
Required Experience:
Manager
Employment Type
Full-Time
