Investment Manager

Datafin; Cape Town; On-site; ZAR 60 000 - 100 000; Full time

Job summary

A global full-service commercial bank is seeking an Investment Manager to enhance their Cape Town office. In this role, you will focus on marketing KPI-related products, support funding strategies, and ensure compliance with internal policies. Your expertise in investment and portfolio management will be crucial as you source new clients and maintain strong relationships with stakeholders. Join a forward-thinking institution that values innovation and social responsibility while making a significant impact in the financial services industry.

Qualifications

• Minimum of 5–8 years’ experience in Financial Services, specializing in Investment/Portfolio Management.
• Strong work ethics and ability to manage internal and external stakeholders.

Responsibilities

• Source new clients to attract investments and meet Treasury targets.
• Ensure adherence to treasury liquidity and risk limits.
• Monitor client needs and maintain good working relationships.

Skills

Analytical ability

Communication skills

Problem-solving skills

Excel proficiency

Stakeholder management

Chinese speaking and reading

Education

Related degree or equivalent

Job description

ENVIRONMENT:

A global full-service 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 CCB’s 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 cross-selling loan products, cross-border investments, and EOB.
• Market all treasury products effectively.
• Complete all assigned tasks on the must-do 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, market-related 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 day-to-day funding and contribute to future funding strategies in line with treasury policies.
• Ensure cost-effective 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 Re-ID 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 Re-IDs 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 5–8 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 cross-sell where opportunities prevail
• Excel proficient Problem-solving 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[URL Removed] e-mail a Word copy of your CV to [Email Address Removed] and mention the reference number of the job.

Desired Skills:

• Investment
• Manager
• Banking