Manager

theapexgroup; Cape Town; On-site; ZAR 1,000,000 - 1,600,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive remuneration

Job summary

The Apex Group is seeking a Senior Manager in Investor Services to lead a small team delivering high-quality client service to investors. You will work closely with managers, associate directors and staff to ensure timely responses and accurate materials, while maintaining strong stakeholder relationships.

The role emphasizes onboarding, KYC compliance, and supporting junior team members within the Alternative Assets team.

Qualifications

• Third level qualification in business, law, finance or a related field would be an advantage.
• Previous experience in investor onboarding and KYC compliance is preferred.
• Proven track record of outstanding service in a customer-facing role.

Responsibilities

• Serve as primary point of contact for investor queries and coordinate with legal and finance teams on investor materials.
• Respond to investor services queries from investors, clients, consultants and auditors.
• Manage daily workflow to meet deadlines and maintain high service standards.
• Build and maintain strong relationships with investors and clients.
• Maintain accurate investor records and ensure regulatory KYC documentation is up to date.
• Mentor junior team members and support ad-hoc projects as required.

Skills

Investor servicing

Customer service

Communication skills

MS Excel

Organizational skills

Education

Bachelor's degree in Business/Finance/Law

Tools

MS Word

CRM systems

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Senior Manager - Investor Services

Role summary:

This an exciting opportunity for a Manager at Apex Group, reporting to a Senior Manager within the Alternative Assets team. The Manager will typically be responsible for assisting a small team of administrators that will provide quality and efficient client service to investors.

Key responsibilities:

• Working closely with Managers, Associate Directors and other staff as part of the team;
• Serve as primary point of contact for investor queries, ensuring timely and accurate responses and work with legal and finance teams to review and approve investor related materials Responding, and reviewing responses, to investor services related queries received from investors, clients, consultants and auditors as applicable;
• Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines;
• Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas;
• Adherence to internal policies, controls and processes;
• Demonstrate an ability to take responsibility for all aspects of investor/client care;
• Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change;
• Investor onboarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements;
• Assisting with ad-hoc projects and general team administration and other such tasks as may be required;
• Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable;
• Any other duties in the scope of the role that the company requires.

Skills / experience:

• Third level qualification in business, law, finance or a related field would be an advantage;
• Ideally previous compliance, trust or funds experience in a professional environment;
• Previous experience in a customer facing role with a proven track record of outstanding service;
• Excellent verbal and written communication skills;
• Ability to prioritise, to adapt to changing business needs and to multitask;
• A professional manner, demonstrating good interpersonal skills and the ability to understand client's/investor's needs, responding to these quickly and effectively;
• Good organizational, analytical and problem-solving skills;
• Strong attention to detail; diligence and care in all aspects of the role;
• Strong Microsoft Office skills including MS Excel and Word;
• Motivated and driven.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/