Banking & Investment Support Team Leader

Stonehage Fleming; Cape Town; On-site; ZAR 400,000 - 500,000; Full time

Job summary

A leading investment services firm in Cape Town seeks a Banking & Investment Support Team Leader. This role involves managing the Investment Support team, overseeing investment instructions, and ensuring high-quality client service. Candidates should have a relevant degree and 5-8 years in the financial industry, alongside team management experience and strong attention to detail.

Qualifications

• 5 to 8 years of experience in the financial industry.
• Understanding of Offshore Trust and Company relationships.
• Knowledge of Double Entry Bookkeeping and Multi-Currency accounting.

Responsibilities

• Manage the workload of the Investment Support team.
• Oversee execution of investment instructions and administrative tasks.
• Foster a collaborative team environment.

Skills

Team management

Strong self-management

Computer literacy

Attention to detail

Proactive mindset

Education

Degree or higher diploma

Tools

Excel

Word

Outlook

Job description

Job title : Banking & Investment Support Team Leader

Job Location : Western Cape, Cape Town Deadline : August 25, 2025 Quick Recommended Links

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OVERALL PURPOSE

The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES

INVESTMENT SUPPORT

Preparing subscription / redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc)

Inputting non-automated investment transactions in our in house integrated database systems

Keeping line by line and non-automated client’s investment accounting up to date

Posting Journal entries of all subscription postings and redemptions

Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions

Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties

Preparing and approving SWIFT payment instructions

Reconciliation of investment positions and working on reconciliation breaks

Assign daily and periodic responsibilities related to subscription / redemption processing, investment transaction input, and reconciliation tasks.

Manage and provide leadership to a team of Investment Support officers

Monitor workload distribution to ensure balanced task management and timely execution of client instructions.

Foster a collaborative and inclusive team environment.

QUALIFICATIONS AND EXPERIENCE

Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage

STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries

Team management experience required

Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting

Knowledge and understanding of Financial Products

COMPETENCIES, SKILLS AND BEHAVIOURS

Strong self-management and time management skills

Proactive and solution-oriented mindset

Computer literacy (Word, Excel, Outlook and modern financial accounting packages)

Excellent planning and organizational abilities

Effective team player with strong interpersonal skills

Clear and professional communication, both written and verbal

High attention to detail and commitment to accuracy

Strong work ethic, ambition, and a dynamic approach to tasks

Resilience and the ability to work in a pressurized environment

Accounting / Financial Services jobs