What will you do?
The Client Investment Associate role is to support the delivery of investment solutions and client service by acting as a key link between institutional clients and internal teams.
The role is critical in enhancing the client experience, while focusing on client investment support, investment administration, reporting, and relationship management.
Key Responsibilities
Client and Relationship support
Addressing day-to-day client queries
Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
Supporting the preparation and circulation of client reports
Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams
Process improvement and collaboration
Contribute to the continuous improvement of investment and client processes
Collaborate closely with the various teams, including investments, operations, finance and compliance
Assist with special projects or strategic initiatives as required
Business Support
Support the Business Head in building out the value proposition, including collateral
Conduct adhoc research and analysis where required
Support and leverage the establishment of a business-wide CRM system
Drive and champion the culture of the business
Qualification and experience
Undergraduate degree, preferably commercial (e.g. B. Com, B. Bus.Sc)
5 to 8 years work experience
Proficient in Microsoft tools (Outlook, Word, Excel, Co-Pilot, and PowerPoint) and Adobe Acrobat