Senior Investor Services Lead

CO_SANFPL Apex Fund & Corporate Services SA (Pty) Ltd; Cape Town; On-site; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive remuneration

Job summary

Apex Group in Cape Town seeks a Senior Manager - Investor Services to lead a small administrative team delivering high-quality client service to investors. The role reports to a Senior Manager within the Alternative Assets team and involves investor onboarding, KYC tasks, and collaboration with legal and finance teams.

The ideal candidate has a tertiary qualification in business/law/finance, strong communication skills, and a proven track record in investor/customer care, with a proactive,

Qualifications

• 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

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

Compliance experience

Funds experience

Communication skills

Prioritization

Interpersonal skills

Analytical skills

Attention to detail

MS Excel

MS Word

Motivated

Education

Tertiary qualification in business, law or finance

Job description

Apex Group in Cape Town seeks a Senior Manager - Investor Services to lead a small administrative team delivering high-quality client service to investors. The role reports to a Senior Manager within the Alternative Assets team and involves investor onboarding, KYC tasks, and collaboration with legal and finance teams.

The ideal candidate has a tertiary qualification in business/law/finance, strong communication skills, and a proven track record in investor/customer care, with a proactive,