3 Client Service jobs

Role Description: Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. This role is within the CIS Administration department, a hard-working team, dedicated to providing superior service to clients. Duties and daily responsibilities: Processing client creations and liquidations and the related client flow payments Processing of local and foreign trades instructions and the related payments Processing of equity and derivative trading (local and international) Preparation of custody instructions Scrip and cash reconciliations including investigations Processing and payments of monthly fees Daily reporting to clients, including dissemination of unit prices and trade...

Job Purpose We’re seeking a dynamic Wealth Manager to join our Team in Cape Town, Kwa-Zulu Natal and the Southern Cape (George/Mossel Bay/Plettenberg Bay/Knysna) — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth You will manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends and variables that may impact their investment plans Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutions Acquire new...

OVERALL PURPOSE The role is based in Cape Town and reports to the Head of Investment Operations. The role is primarily responsible for the management of the centralised Investment Management data which includes, Client Static, Client Holdings, Security Database and Pricing functions that will service the core operating systems and applications that are used to deliver a scalable Target Operating Model for the Investment Management businesses of the Group. The core operating systems will provide the tools for managing clients’ global assets, record keeping. WORKING RELATIONSHIPS The role involves a close working relationship with several teams including; Operations, Investment Performance & Risk, Compliance, Investment Teams and Client Reporting. There will be regular interaction with global employees within the Investment management business. The role will also involve maintaining key relationships with external providers and third party data vendors. Principal Elements And...