Customer Service Representative jobs in South Africa

Our client is a leading Asset Management firm located in the heart of the Dubai
International Financial Centre (DIFC), regulated by the Dubai Financial Services Authority (DFSA) Cat 3C.

• With a leading digital platform and access to global markets and exclusive private deals, we are well structured to service clients from various geographies and diverse investment interests.
• What differentiates us from our competitors, is our independence and our capacity to innovate. We actively manage our own Equity and Fixed Income Portfolios, using a modern-day value investment style based on fundamentals, helped by a macroeconomic overlay and a quantitative optimisation.
• You will have the opportunity to work with a seasoned, well‑established, and very international team, where everyone's opinions and inputs are important.

• Develop and maintain long‑term relationships with HNW & UHNW clients by understanding their unique financial needs and objectives. Becoming their trusted …
• Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of Individual and Firm's Targets against Key Performance Indicators while maintaining a high standard of service quality.
• Job responsibilities will include acquisition of HNW & UHNW clients, advising clients regarding their investment needs, in strict compliance with applicable rules and regulations and providing high levels of service.
• Actively define your strategy to develop your clients portfolios using the full breadth of the firm's products and capabilities.
• An active team member, ready to contribute for the development of the commercial and investment areas with ideas and suggestions.
• (AUM) and account profitability, while maintaining a high standard of service quality.
• To act as the first line of defence, performing KYC/AML reviews, including periodic reviews & Due Diligence reviews in a timely manner by maintaining satisfactory Control & Compliance environment with full adherence to DFSA rules and regulations and Company Policies and Procedures.

• Currently working at a well-established Private Bank, Asset Management or Wealth Management firm with not less than 5 years of experience at Senior level.
• At least a bachelor's degree in finance, business management or a related field from
• Strong knowledge of financial products, financial markets, and wealth management.
• Have an established book of HNW & UHNW clients, and relationships with family offices and/or institutions.
• Business Plan for the first 3 years.
• Generate growth in AUM and revenue streams that will ensure delivery of the …
• Continue to grow your existing relationships and acquire new ones.
• Exceptional communication, negotiation, and relationship‑building skills.
• Motivation and team spirit is essential, strong sense of group.
• Interest and knowledge to explore alternative asset classes: venture capital, hedge …
• Fluent English, additional languages a plus.
• Professional certifications such as CFP, CISI or equivalent are highly desirable.